Are we a good match?

Do you have a current accountant?*

Yes
No

We are a Gold Partner with Xero. Are you familiar with Xero?*

Yes
No - but prepared to be trained how to use Xero
No - I am happy with my current accounting system

We pride ourselves on producing work in a timely manner. Are you prepared to present your information to us in order and on time?*

Yes
No

What are your top three expectations of your accountant?*

What are your top three challenges in your business right now?*

Are you up to date with all your taxes?*

Yes
No
No - but I have an arrangement with IRD

Our minimum fee for new clients we are taking on at present is $200 + GST a month, or $2,400 + GST per annum. We do a scoping of your requirements and then provide an agreed fee proposal where we can adequately scope the work involved. Alternatively we can bill you on a time and cost basis for the first year. What is your preference?*

Monthly fee based on agreed scope
Time and cost for first year and then review

We operate with two payment options. What would you prefer?*

Up Front Payment with Discount
Monthly Payment

Your contact details

Company name*

Name*

First Last

Email*

Phone*

Address*

Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country

Are we a good fit for your busines?

Your contact details

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