Hi!

This form should take under 5 minutes to complete.

You should fill out this form if you are looking for high quality Xero reporting systems for your accounting firm.

This includes both SPFR, GPFR and management or advisory systems.

If you are unsure of wether you need GPFR, read our blog here.

Please contact us if you have any issues:

donnie@entrycounts.com

0424554171

Practice name*

Website URL

Adding a website link helps us tremendously.

First name*

Last name*

Email*

Phone number*

How many partners are there in your accounting firm?*

We seek to understand size and complexity.

How many staff will use this Xero reporting system?*

A guess is fine, rounded to the nearest 5, we just need to know now big and complex your firm is

Is your practice CURRENTLY using Xero for financial statements?*

When preparing financial statements, how would you describe the process?

What is your process for preparing financial statements?

Our systems REMOVE a lot of risk and inefficiency

We run a new report every year

We copy last years report and edit it

We do both copying last years and doing a new report

I am not sure

Do you think appropriations (income tax, dividends and distributions) should be in EXPENSE accounts or EQUITY accounts?*

We can do either, it just depends on what suits you.

Are you satisfied that your labour costs and employee skills are optimal?*

We are building new services over 2024, which include staffing and robotic process automation (RPA).

We will discuss these with you.

Your accounting firm profile*

How big, small, complex or simple you are.

You could be more than one.

So please tick all that apply.

I am a sole practitioner who is starting up

I am a sole practitioner and have been operating a while

I am a multi partner firm, with multiple client types

I have mostly mums and dads style small business

I have a complex client base, with GPFR needs, NFPs, family groups, almost everything

I have a lot of family groups (related entities with transactions)

I have a lot of high fee paying clients, I don't really deal with mums and dads.

Other

Anything you need to add?

We like to give you space to tell us anything you feel is important?

Please upload any document you feel is useful