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Search for:
About
Our Services
How we work
Ideal System
Onboarding
Pricing
Xero
Testimonials
Blog
Contact
XERO Set-Up Questionnaire
Step
1
of
4
25%
Your Business Information:
Please complete the following questions to enable us to complete your cloud accounting set-up.
What is your business name?
*
Do you have a trading name which is different to your legal business name?
Please give a brief description of the products/services you provide?
When was your last year end?
DD slash MM slash YYYY
Who do you bank with?
Which date would you like to use your new system from?
DD slash MM slash YYYY
How do you currently maintain your bookkeeping?
No Bookkeeping - new start up
Manual Books
Excel Spreadsheets
Desktop Software
Other
Please specify
*
If you currently use accounting software which do you use?
Sage
Quickbooks
Other
Please Specify
*
Is it essential to transfer data over from your existing software?
Yes
No
VAT
Are you registered for VAT?
Yes
No
What is your VAT registration number?
Which VAT scheme do you use?
Invoicing or ‘accruals’ VAT
Cash accounting for VAT
Flat Rate Scheme Accrual
Flat Rate Scheme Cash Accounting
What are your VAT return periods?
Monthly
Jan/Apr/Jul/Oct
Feb/May/Aug/Nov
Mar/Jun/Sep/Dec
Annual
Sales Invoices
These questions will help us to set up your system. Please indicate if you would like us to explain more about these features in the training session.
How do you currently send sales invoices to your customers?
Post
Email
Would you like to email invoices to customers?
Yes
No
Do you have a logo we can add to your invoices?
Yes
No
Upload logo
Max. file size: 64 MB.
Supplier Invoices
How do you currently receive the majority of your purchase invoices?
Post
Email
Do you pay your suppliers credit terms?
Yes
Sometimes
No
Will you be using expense claims?
Yes
No
Will you be making mileage claims to cover the cost of business journeys in your own car?
Yes
No
Do you prepare your own payroll?
Yes
No
How is the payroll submitted?
Software Package
HMRC basic tools
Which part of bookkeeping gives you the biggest headache?
Uploading Supplier Invoices & Receipts
Creating Sales Invoices
Bank Reconciliation
Other
Please specify
*
Which part of your bookkeeping takes the longest?
Uploading Supplier Invoices & Receipts
Creating Sales Invoices
Bank Reconciliation
Other
Please specify
*
Do you have any other internal systems which can be potentially linked to your online bookkeeping system such as third part apps?
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We focus on…
saving you time, money and sleepless nights
Our Areas
Accounting, Tax, VAT, Xero, Self Assesment,
Our SP Price Packages Include:
Success, Standard, Simple
We’d love to chat…
and help you save money, call us!
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