1. Instructions

    1. Instructions

  2. Personal Information

    1. *Your full name

    2. *Your address

    3. *Your primary contact number

    4. *Your email address

  3. Company Information

    1. *Company name

    2. *Company address

    3. *Company primary contact number

    4. *Company email Address

    5. *Australian Business Number

    6. Australian Company Number

    7. *Are there any other owners or directors?

  4. Business Details

    1. *In a few sentences, please describe your business

    2. *What type of entity does your business categorise itself as?

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

    4. Do you have any "Trading As" names?

  5. 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?

    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?

  6. GST

    1. *Are you GST registered?

  7. Inventory

    1. *Do you have inventory?

  8. Systems

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

    2. *What payroll software do you currently use?

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

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

    5. *What reporting software do you currently use?

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

  9. Documentation

    1. *Company Registration Certificate or Trust Deed

    2. *Recent tax returns

  10. Other

    1. Are you coming to us from another bookkeeping company?

    2. Do you currently work with an accounting firm?

Bookkeeping Client Onboarding (AUS)


Bookkeeping Client Onboarding (AUS)

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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


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Getting started


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*Your full name

*Your address

*Your primary contact number

*Company name

*Company address

*Company primary contact number

*Australian Business Number

Please enter your Australian Business Number (ABN)

Australian Company Number

Please enter your Australian Company Number (ACN), if applicable.  

*Are there any other owners or directors?

  • Yes

  • No

*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?  

*What type of entity does your business categorise itself as?

E.g: Sole Trader, Partnership, Company, Trust

  • Sole Trader

  • Partnership

  • Company

  • Trust

*For how long has your business been in operation?

Here, we're looking for a number of years. 

Do you have any "Trading As" names?

Does your business have an alternative or fictitious business name? If so, please list each on a separate line.


Tip: A "Doing Business As" (DBA) or "Trading As" name is used by companies that do not operate under their registered company name. Registering the fictitious name with a relevant government body is often required.

*On average, what is your Gross Monthly Revenue?

Please enter in Australian Dollars (AUD).


Tip: Gross monthly revenue is the total sales revenue for the month. (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 should include:


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



*How many transactions are made on a monthly basis?

Include all of the accounts above in this number. An estimate is fine.

*When was the last time you filed taxes?

*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

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

e.g. Quickbooks Online, Xero

*What payroll software do you currently use?

e.g. Gusto, Wagepoint, ADP

*What bill pay software do you currently use?

e.g. Bill.com, Plooto

*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

*Recent tax returns

Upload your tax returns for the previous financial year

Choose fileor drag a file here

Are you coming to us from another bookkeeping company?

  • Yes

  • No

Do you currently work with an accounting firm?

  • Yes

  • No