Hammonds Chartered Accountants Pre-meeting Questionnaire

We always recommend that we meet to discuss your requirements, and confirm that this meeting is entirely free of charge.

In order that we can spend as much time as possible reviewing your needs and how Hammonds may be of help, please can you answer the questions below – this will enable us to give you an accurate quotation.

I look forward to receiving your completed form shortly

Kind regards

Geoff Miles

Pre-meeting Questionnaire

Name:

Business Name:

Phone Number:

Mailing Address:

Website:

Email:

Preferred date for appointment:

Preferred time for appointment:

Please complete and return this questionnaire as soon as possible by emailing or posting back to my office. This questionnaire is designed to help me understand some of your needs before we meet, so that I can offer you the most appropriate advice and services.

Your Business

2. Please list the specific types of products and/or services you provide for your customers

3. How long have you been in business?

5. What is the legal structure of your business?

Sole Trader/Self Employed

Partnership

Private Limited Company

Other (please specify)

6. Who are the directors or partners in the business?

7. Do you have a business plan?

Yes

8. Are you registered for VAT?

Yes

9. If yes are you making use of one of the following VAT schemes?

Flat rate

Cash accounting

Other (please specify)

Turnover

1.What turnover did your business generate last year?

Less than £100k

Between £200k - £500k

Between £1 million and £5 million

Between £100k - £200k

Between £500k and £1million

In excess of £5 million

2.In the past 3 years has your business turnover…..

Grown

Stagnated

Declined

If you do not have 3 years history, just include the years you do have.

3. What percentage growth do you expect to see in the next 12 months?

Bookkeeping

1. Do you do your own bookkeeping?

Yes

2. If yes, do you use bookkeeping software?

Yes

3. If yes, please state which software you use?

4. If no, please describe your bookkeeping

Payroll

1. Do you have employees?

Yes

If yes, how many?

2. If yes, do you run your payroll in-house?

Yes

Tax Returns

1. Do you submit your own tax return

Yes

Services required

We offer a full range of services, can I ask which in particular you are interested in?

Statutory audit

Yes

Revenue investigation protection

Yes

Other (please specify)

Other information

1. Do you have any specific questions you would like to ask at our meeting?

2. Are there any topics you would like us to focus on at our meeting?

Thank you for taking the time to complete this questionnaire. It’s very important for both of us to fully understand your current situation – that way we can focus on the areas of greatest need and importance to you.

If you have any specific questions on any area of the questionnaire, please contact:

Geoff Miles on 0203 007 4990.

Confidentiality Note

The information contained in this questionnaire is confidential information intended only for the use of Hammonds Chartered Accountants and the person completing this questionnaire.

If the receiver of this questionnaire is not the intended recipient, the receiver is hereby notified that any dissemination, distribution, copy or publication of the questionnaire is strictly prohibited.

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