Old McDonalds

  1. Instructions

    1. Instructions

  2. Personal Information

    1. *Your full name

    2. *Your address

    3. *Your primary contact number

    4. *Your email address

    5. *Your date of birth

  3. Confirm your identity

    1. *Proof of ID

  4. Company Information

    1. *Company name

    2. *Company address

    3. *Company primary contact number

    4. *Company email Address

    5. *ABN

    6. *ACN

    7. *Are there any other owners or directors?

  5. Business Details

    1. *Business description

    2. *Type of business entity

    3. *For how long has your business been in operation?

    4. *Alternative or fictitious name

  6. Financial Details & records

    1. *On average, what is your Gross Monthly Revenue?

    2. *How many employees does your business have?

    3. *How many contractors does your business work with?

    4. *Do you outsource payroll?

    5. *How many accounts do you have?

    6. *How many transactions are made on a monthly basis?

    7. *When was the last time you filed taxes? (in Australia)

    8. *What accounting method do you use?

    9. *How do you normally prepare your invoices? Is this a service you’d like done for you?

    10. *How do you normally pay your bills? Is this a service you’d like done for you?

  7. GST

    1. *Are you GST registered?

  8. Inventory

    1. *Do you have inventory?

  9. Systems

    1. Systems instructions

    2. *What general ledger / accounting software do you currently use?

    3. *What payroll software do you currently use?

    4. *What bill pay software do you currently use?

    5. *What expense management software do you currently use?

    6. *What reporting software do you currently use?

    7. Do you make use of any apps that integrate with your current bookkeeping software?

  10. Documentation

    1. Company Registration Certificate or Trust Deed

    2. Company Constitution

    3. Recent tax returns

    4. Bank statements

    5. Balance sheets

    6. Cash flow statements

    7. Investment portfolios

    8. Loan documentation (including banks/directors/third parties)

    9. Lease or hire purchase agreements

    10. Property mortgage or rental agreements

  11. Curious

    1. Do you have any plans to expand or scale back operations?

    2. If you could solve one challenge in your company, what would it be?

    3. What does a successful accountant relationship look like to you?

    4. How do you think we can add value to your company?

    5. Are you coming to us from another accounting firm?

    6. Please provide us with an approximate date you’d like us to begin.

    7. How did you hear about us?

    8. Is there anything else we should know about your company?

Accounting Client Onboarding - Business (AUS)


Accounting Client Onboarding - Business (AUS)

Old McDonalds

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Instructions

Thank you for your interest in our services. Before we get started, we're going to need some information from you.


Please ensure that all information you enter here is accurate and true.


What do you need to know?


  1. Provide all required information here using this form.
  2. Click ✓ Ok to submit and check off each request.
  3. Drafts are saved automatically and your progress restored (so you don't have to complete the checklist in one go


Need help?


Click the message icon in the top left corner to leave a message or comment for the question or section you're stuck in or need help with.


Getting started


Click the ✓ Ok button below to get started.


*Your full name

*Your address

*Your primary contact number

*Your email address

*Your date of birth

*Proof of ID

To verify your identity, please provide a copy of your government ID that includes a photo of you.


Some examples of government IDs include:


  • National identity card
  • State ID
  • Driver's license
  • Passport


Image upload requirements:


  • Anything that you send us must include your name.
  • In case of driver's license, please upload the front and back of your license.
  • Image must be clear, with all edges included
  • Image must be in color
  • Image must be in .png or .jpg format

Choose fileor drag a file here

*Company name

*Company address

*Company primary contact number

*ABN

*ACN

 Enter your Australian Company Number. Write "N/A" if not applicable.  

*Are there any other owners or directors?

  • Yes

  • No

  • N/A

*Business description

In a few sentences, please describe your business.


What do you do? What industry does your business fall under? What products/services do you offer?

*Type of business entity

What type of entity does your business categorize itself as?


Tip: Incorporating in Australia, you can choose among these legal entities: a proprietary “limited” company, public company, sole trading, trust, and partnership.

  • Sole Trader

  • Partnership

  • Company

  • Trust

*For how long has your business been in operation?

Please enter the number of years. 

*Alternative or fictitious name

Are you doing business with a alternative or fictitious name?


If you're conducting business under a name other than its legal name, it's called a "Trading As" name or "doing business as" DBA name.


If applicable, please enter each name in use on a separate line.


If you do not have a "Trading As" name, write "N/A".

*On average, what is your Gross Monthly Revenue?

Please use Australian Dollars (AUD)


Tip: Gross monthly revenue is the total sales revenue for the month. For example, (number of goods sold x the price of goods sold)

*How many employees does your business have?

Employees only please. We'll ask about contractors next.

*How many contractors does your business work with?

*Do you outsource payroll?

  • Yes

  • No

*How many accounts do you have?

This may include:


  • Bank accounts - checking and savings
  • Credit card accounts
  • PayPal
  • Bank loans
  • Equipment leases

*How many transactions are made on a monthly basis?

Please include all of the accounts above in this number.


An estimate is fine.

*When was the last time you filed taxes? (in Australia)

*What accounting method do you use?

  • Cash

  • Accrual

  • Unsure

*How do you normally prepare your invoices? Is this a service you’d like done for you?

*How do you normally pay your bills? Is this a service you’d like done for you?

*Are you GST registered?

  • Yes

  • No

*Do you have inventory?

  • Yes

  • No

Systems instructions

If the following questions do not apply, please click the "Submit for review" button while leaving the answer blank.

*What general ledger / accounting software do you currently use?

*What payroll software do you currently use?

*What bill pay software do you currently use?

*What expense management software do you currently use?

*What reporting software do you currently use?

Do you make use of any apps that integrate with your current bookkeeping software?

Include anything you think we should know about.

Company Registration Certificate or Trust Deed

Please upload your ASIC company registration certificate or trust deed.

Choose fileor drag a file here

Company Constitution

Please upload your company constitution. If not applicable, leave this blank and click the 'Submit for Review' button.

Choose fileor drag a file here

Recent tax returns

Upload your tax returns for the previous financial year.

Choose fileor drag a file here

Bank statements

Please provide us with your latest bank statements for all bank accounts and credit cards.

Choose fileor drag a file here

Balance sheets

Choose fileor drag a file here

Cash flow statements

Choose fileor drag a file here

Investment portfolios

Please provide documentation for any company-held investments.

Choose fileor drag a file here

Loan documentation (including banks/directors/third parties)

If you have any business loans, please upload the original documentation. If you don't have any, leave this blank and click ok.

Choose fileor drag a file here

Lease or hire purchase agreements

Choose fileor drag a file here

Property mortgage or rental agreements

For any property that the business owns or rents, please upload the agreements or documentation. If you don't have any, leave this blank and click ok.

Choose fileor drag a file here

Do you have any plans to expand or scale back operations?

If you could solve one challenge in your company, what would it be?

What does a successful accountant relationship look like to you?

What would you like us to do?

How often would you like to hear from us?

How will you know when the relationship becomes successful for you?

How do you quantify success?


Your answers help us help you.

How do you think we can add value to your company?

Are you coming to us from another accounting firm?


  • Yes

  • No

Please provide us with an approximate date you’d like us to begin.

If you're not sure, leave empty.

How did you hear about us?

Is there anything else we should know about your company?

Is there anything else you'd like to mention or add that we missed?