Accurex Accounting Solutions Ltd - Done in a Day Booking Form

First Name*

Last Name*

Company Name

Are you representing a company? If yes, complete this field with your official Company Name. If you are not representing a company, then please enable the switch below labeled "I'm not representing a Company".

Primary Email*

Phone

Preferred Contact Method

Please select how your business is currently set up, or going to be set up.

What industry does this business operate in?

If VAT registered, please provide your VAT number

Which accounting software do you currently use?

Do you currently use Dext or HubDoc or any receipt capture apps?

How far behind are your books?

What needs to be caught up? (Tick all that apply)

Bank reconciliations

Sales invoices

Supplier bills

Expenses and receipts

Mileage

Payroll cleanup

VAT preparation

CIS

Director's loan tidy-up

Other

If other, please specify

Which bank accounts/business accounts are used in the business? Please list ALL accounts used for business, even if it's a personal account.

Roughly, how many monthly transactions?

Do you currently have any bookkeeping issues that you're aware of?

What do you have already? (Select all that apply)

Bank statements

Receipt uploads

Spreadsheet records

Invoices

Nothing yet

What is your main priority for the day? E.g. "Be ready for VAT", "Know my profit for the year", "Fix messy accounts"

Is there anything else you want me to know before the session?

Would you like 30 days support after the call for an additional £100?

Rebekah Scott

Meet Rebekah

Let's Get You Sorted Out

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