Consultation Questionnaire

Before We Meet

Let's Find Out What You Need

A few quick questions before our consultation, so we make the most of our time together. Prefer a PDF instead? Download the fillable PDF and email it back to us.

1. Contact & Business Details

Full Name / Business Name

Contact Number

Email Address

Physical / Trading Address

How Did You Hear About Us?

2. Business Structure

When Was The Business Established / When Do You Plan To Start?

Estimated Annual Turnover

3. Current Financial Management

Current Bookkeeper/Accountant? If Switching, Who And Why?

What Software Do You Currently Use, If Any?

Are Your Books Up To Date, Or Is There A Backlog?

Up to date Some backlog Significant backlog

Are You Currently Registered For VAT?

Yes No

If Yes, VAT Number

Do You Have SARS eFiling Access Already Set Up?

Yes No Not sure

Any Outstanding SARS Submissions, Penalties, Or Verifications?

4. Team & Volume

Current Number Of Employees (If Any)

Monthly Transactions (Approx.)

Anticipated Growth In Headcount Or Volume In The Next 12 Months?

5. Services You're Interested In

Bookkeeping (data entry, trial balance) Payroll (SimplePay, EMP201/EMP501, UIF, IRP5s) VAT (registration, calculations, submissions) Taxation (ITR12, ITR14, provisional tax) Company Secretarial (CIPC registration, annual returns) Financial Statements (annual, with policies & notes) Not sure yet — would like guidance

6. Goals & Pain Points

What's The Main Reason You're Seeking Help Right Now?

What Would A Successful Outcome From This Consultation Look Like?

7. Consultation Logistics

Preferred Contact Method

Phone WhatsApp Email

Best Days / Times For A Call Or Meeting?

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