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New Client Inquiry Form
The questions below will only take a couple of minutes to complete and will help determine if we are a good fit for you.
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Full Name
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First
Last
Business Name
Email
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Phone Number
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About You
Please tell us why you're looking for a NEW accountant or tax advisor:
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I'm not happy with my current accountant due to their poor service or work
I'm new to business and have never had a tax advisor
Growing my business or investment portfolio is front of mind
I'd like an accountant/tax advisor to promptly return my calls & emails
I highly value excellence of service and quality of work
I highly value timely & accurate reports that allows me insights now & in the future
I require strategic tax advice
Our best clients share common traits. We'd like to understand what's REALLY important to you:
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I highly value having someone I can trust and advise me
I highly value quality of service and work
I'd like to live a comfortable lifestyle
Growing my wealth is front of mind
Protecting my financial assets is a priority
I highly value keeping tax compliant
I'd like to legally reduce any tax payable
About Your Business or Investment Portfolio
We specialise in assisting investment portfolio clients and high growth SME's. To determine that we're a good fit, please select which of the following apply to you:
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I hold a property portfolio or investment portfolio
Either myself or my associated entities are classified as a sophisticated investor
There are multiple entities in my family group requiring accounting & tax management
I control and manage a high-growth SME
I run/would like to run an SMSF and would highly value live portfolio insights
I require strategic tax advice
None of the above so I may not be a good fit - but I'd still value your assistance please
Next Steps
We are committed and passionate about helping you in your financial life. We have a few more checks before we schedule our Discovery Call with you. Please note the following:
You've read the How We Work, Fees & Engagements Section of our website
For ongoing accounting/tax services you'll need to subscribe to a Service Package
Service Package fee guideline: SME High Growth: 1.8% revenue; Min $750pm (ex GST)
You'll need to use Xero for ongoing business or investment portfolio insights
If you don't currently use Xero we can set it up for you/migrate your data to Xero
Individual tax return incl rental property/investments: Min. Fee $825
Sole trader tax return: Min. fee is $1,650
Services Required
Please provide a description of the services you require:
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Confirmation
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