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Prospect Name
Date
Industry type
Please Select
Construction
Hospitality
Retail
Software & Technology
Legal
Logistics
Healthcare
Professional Services
Property
General Summary of Service Needed?
Approximate Annual Turnover?
*
Please Select
>€100k
<€250k
<€500k
<€1m
<€2m
VAT Returns?
Please Select
Yes
No
Purchase Invoice posting? Approx no of items?
*
Please Select
<50
<100
<200
<500
Bank Reconciliation? Approx no of items?
*
Please Select
<50
<100
<200
<500
Management Accounts?
Please Select
Yes
No
Employee Payroll Service Required?
Please Select
Yes
No
If Yes. No of employees?
Please Select
Up to 5
Up to 10
Up to 20
Up to 40
If Yes. Payroll Frequency?
Please Select
Weekly
Monthly
Fortnightly
Annual Accounts and Tax Filing?
Please Select
Yes
No
Accounting Software?
*
Please Select
Cashbook
Assisted
Sage
Xero
Quickbooks
FreeAgent
VT Transaction +
Excel
Paper
Other
Receipt/Invoice/Statement collection software
*
Please Select
Dext
HUBDOC
None in place
Registration for VAT?
Please Select
Yes
No
Please click
here
to identify who should register for VAT.
Registration of Business Name?
Please Select
Yes
No
Any Other Relevant Info?
Email
*
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