Step 1 of 2
New Client Registration
First Name
*
Last Name
*
Business (Trading Name)
*
Entity Type
Sole Trader
Company
Partnership
ABN
*
Date of Birth
*
Director ID
Phone Number
*
Email
*
Website
*
Business Address
*
Business Suburb
*
Business Postcode
*
Postal Address
Postal Suburb
Postal Postcode
Software Used (i.e. Xero)
*
Your Accountants Details
*
Name any related entities
Services Required
*
Services Required (required)
Bookkeeping (recording of receipts and payments into software)
Reconciliation of bank and credit card accounts
Reconciliation of debtors, creditors and inventory subsidiary ledgers
Posting of journal entries where necessary
Preparation of Business/Instalment Activity Statements
Lodgement of Business/Instalment Activity Statements
Payroll at weekly/fortnightly/monthly intervals
Completion of annual payroll tasks as required by the ATO
Preparation of weekly/fortnightly/monthly/quarterly financial statements
Preparation of financial year-end work-papers for your tax agent
Bookkeeping training
Cash flow statements, Profit and Loss forecasts and budgets
Phone and email based support
Dealing with the ATO on your behalf on matters relating to BAS agent services
Administrative tasks as required
Additional work as agreed
Additional Information
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