Fixed quote request Bridgend, Cardiff and Swansea : DWA

Title Mr Mrs Miss Ms

Legal Status

Are you VAT registered? Yes No

What best describes your accounting records?

If manual books, do you analyse expenditure between different types of expenses into different columns & total the columns up?

Do you prepare a regular bank reconciliation Yes No I don't know

Anything else that would help us to understand your records better?

Other significant sources of income/capital gains that are relevant to personal Tax Returns

Annual Accounts Preparation Yes No

Business Tax Yes No

Personal Self Assesment Tax Returns - select number to be completed

Dealing with Companies House Yes No

Payroll Yes - Weekly Yes - Monthly No

Bookkeeping Yes No

VAT Returns Yes No

Management Accounts Yes - Monthly Yes - Quarterly No

Annual Audit Yes No

Other services required

Anything else that may be relevant to providing you with a fixed quote

Please explain (if any) the main areas of concern you have with using your present accountants

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