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Online Quotation Form
Step 1- Your details
To get you on board as a Pro Money member, please first provide the following details.The fields marked as
*
are mandatory.
*
First Name
:
*
Last Name
:
*
Type of business
:
Partnership
Sole trader
Limited co.
*
Are you an existing Pro Money Management customer?
:
Yes
No
*
Business Name
:
*
Telephone no
:
Step 2
Quotation(Click to Show/Hide)
*
What accounting and/or bookkeeping services do you need? (check all that apply)
Financial statement creation
Accounts payable - i.e. vendor invoice tracking & bill payment
Accounts receivable - i.e. customer invoice billing
Payroll processing
Bank reconciliation
Tax reporting
Other(please specify)
*
Do you have a preference for the proximity of your business to the bookkeeping or accounting firms from whom you will receive quotes?
No - No preference
Yes - I prefer firms in my local area, but am open to talking with those who are not
Yes - I prefer firms only in my local area (within driving distance)
Please note:
Firms that operate on a remote basis are able to provide all services that local firms provide.
The remote method of service has certain advantages and disadvantages when compared to a local firm.
You should compare all options to find the one that meets your needs.
*
How often do you need your accounting/bookkeeping reports or functions completed?
Not sure - please advise
Daily
Weekly
Monthly
Quarterly
*
When will you need accounting and/or bookkeeping services?
ASAP
Within two weeks
Within one month
Within two months
Other (please specify):
*
How long has your business been in operation?
Still in the planning stages
Less than 6 months
6 months-2 years
2-4 Years
4-5 Years
5+ Years
*
What is the Post code for your business location?
*
What is your e-mail address?
*
What were your business' total revenues over the past 12 months?
Less than $100,000
$100,000 - $300,000
$300,000 - $500,000
$500,000 - $1,000,000
$1,000,000 - $5,000,000
$5,000,000 - $10,000,000
$10,000,000+
Please note:
The information asked in the questions above will help us best match you to the most appropriate firms.
If applicable, how does your company currently handle accounting or bookkeeping functions?
We use accounting software (please specify the software if known):
We use in-house paper records
We outsource some or all of our accounting functions
We do not currently keep records or we are a start-up
We use a POS (Point of Sale) based system
If applicable, please briefly describe the nature of your business, including your industry, and any additional requirements you many have.
Note:
There is a 6,000 character limit for this answer.
*
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Latest News
Downloads
Business Records Checklist
Please download and use this report to gather together the information we will need from y....
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2010 Tax Return
Guide To Services 2010
Click here for the 2010 Tax Return Questionnaire
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3rd September 2010
