SMALL BUSINESS ACCOUNTING PROPOSAL REQUEST

Please answer the questions below to get a customised proposal for our business accounting services
Please see our Individual Tax Return Quote for personal tax returns

Other - Please specify *

PRIMARY BUSINESS ACTIVITY/INDUSTRY *

Refer to the ATO's Business Industry Code Tool

Other (please specify) *

Compliance Essentials - for business owners who want simple, stress-free tax and BAS compliance services.

All of our Intrinsic Monthly Plans include tax returns, annual financial statements, tax planning, BAS services and a digital financial health check.

BUSINESS ACTIVITY STATEMENTS *Indicate if you need us to lodge your BAS' monthly or quarterly. Note that if you or your bookkeeper prepare and lodge your BAS', we will provide an 'Annual BAS Review' service.

INCLUDE BOOKKEEPING? *

Yes PleaseN/A - I have a bookkeeperN/A - I do my own bookkeeping

Bookkeeping Services (Xero coding, payroll, etc.) can be added to any plan as required

Please select the bookkeeping services required: *

Bank Transaction Coding & ReconciliationsSuperannuation PayrollOther*

Please detail the other bookkeeping services required: *

NUMBER OF BUSINESS BANK ACCOUNTS *

1-23-45-67 +

Include Credit Card and linked merchant facilities (eg. Paypal)

MONTHLY TRANSACTIONS *

UNDER 100100 - 250250 - 500OVER 500

Approx. number of transactions paid to/from your business bank accounts

What Software do you use? *

Other - please specify *

Check this box if you would like to have a monthly Xero software subscription included in your proposal (or if your current accountant holds your subscription that we would need to take over)

Cashflow Clarity with Profit First cashflow management system *

Profit First Assessment & Implementation ReportCashflow Clarity Program (includes PF Assessment & Report)N/A - not required

For clients needing cashflow clarity, stability and control. Take control of your cashflow with a proven system that builds profit first. The Cashflow Clarity Program includes regular review meetings and ongoing support to implement and manage your cashflow management system.

INTRINSIC GOLD/PLATINUM

BUSINESS IMPROVEMENT ADVISORY / GROWTH & STRATEGY / CFO SERVICES *

MONTHLYQUARTERLYANNUALLYN/A - not required

For business owners wanting proactive financial strategy, reporting & business improvement advisory. Expedite business growth with cashflow forecasting, KPI monitoring and management meetings (quarterly or monthly).

Are you interested in any of the following optional services:

Business Structure/Restructuring AdviceBusiness Planning & Strategy WorkshopXero Setup and/or TrainingOther*

*Other (please specify)

Did you want to remove any of our standard plan inclusions?

Annual Financials & Tax ReturnsAnnual Tax PlanningDigital Financial Health CheckOther*

You can customise our plans to suit your business - there is no need to pay for a service you don't want/need

Book a complimentary Business Strategy Consultation to gain clarity about where your business is NOW,

where you want it to be in the FUTURE, and how we can work with you to bridge that gap.

SMALL BUSINESS ACCOUNTING PROPOSAL REQUEST

Please complete the details below for a customised proposal.

First Name *

Surname *

Business Name *

ABN

Email Address *

Preferred Contact Method? *

EmailPhoneIn-person / Zoom

Phone Number *

Address *

Please indicate if you personally have any of the following: *

Number of rental properties *

Please provide details about your complex tax affairs *

Would you like additional tax returns included in the proposal? (eg. spouse/child) *

YesNo

Specify additional returns required: *

SpouseChildSpouse and childOther

Other (please specify) *

Check this box to subscribe to our monthly newsletter (optional) *

ANY COMMENTS/QUERIES?Please include more specific information about your business and/or details of any additional services required so that we can customise your proposal.

Upload a copy of your business Profit & Loss Statement and Balance Sheet for the last 12 months (or business summary/spreadsheet)

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If you would like a phone call or meeting to discuss our services, please schedule an appointment here

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Your proposal will be based on the responses provided.

Please specify any specific requests, or any queries you have above. Our services can be tailored to suit your specific business needs.

All Intrinsic Small Business Plans are for a 12 month contract, paid monthly by direct debit. T&Cs apply as detailed in our proposal.

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INTRINSIC BRONZE

INTRINSIC SILVER

INTRINSIC GOLD/PLATINUM

Please complete the details below for a customised proposal.