Bookkeeping Step 1 of 6 16% Welcome to our Accounting and Bookkeeping Information Gathering Form. As we embark on this journey together to streamline and ensure the accuracy of your financial records, it's essential that we gather comprehensive details about your business and its operations. The purpose of this form is manifold: Understanding Your Business: By learning about the specifics of your business entity, the tools you use, and the financial structures you have in place, we can tailor our services to your unique needs. Tailoring Our Services: From bookkeeping periods to software preferences, your responses will help us align our services with your specific requirements, making sure we're on the same page from day one. Facilitating Seamless Communication: Gathering details about how we exchange information, whether it be bank statements or manual cashbook details, ensures clarity and minimizes potential hurdles in our workflow. The form is segmented into various sections for ease of navigation, from basic business details to more intricate financial specifics. This structure ensures that we cover all bases and do not miss out on any crucial detail. Please take a moment to fill in this form as comprehensively as possible. If there are fields or sections that do not apply to your business or if you are unsure about the information needed, feel free to leave them blank or reach out for clarification. The more information you provide, the better we can serve you. Thank you for entrusting us with your financial needs. Let's work together towards prosperity! Name First Last Email(Required) Name Of Business Entity(Required) First Your Business Website (URL) Name of your CPA or Bookkeeping Firm ( ONLY applicable to CPA , Bookkeeping firms and Tax practitioners ) First Bookkeeping Start period(Required) DD slash MM slash YYYY Bookkeeping you want us to do till which period (Ignore this if its recurring basis)(Required) DD slash MM slash YYYY Which software do you use for Accounting?-----OtherI dont use one-----QuickBooksXeroFreshBooksSageWaveZoho BooksMicrosoft Dynamics GPTallyNetSuiteOdoo Business DetailsThis section aims to know more about business which will help us to do bookkeeping in an efficient manner. Do you use any Personal Credit Card for business expenses ? If yes, mention the last digits personal cards in use for business First Date of Incorporation of Company MM slash DD slash YYYY Your Business Industry: First Postal Address Foreign currency applicable? If yes, which currency required for accounting? First Do you wish to set up cost centers? If YES, the please specify in "Others" field Yes No Other Additional DetailsDo you want to send invoice to clients from your accounting software ? Yes No Other Untitled Do you want to set up repetitive invoices (monthly, Quarterly, etc) Yes No Other Untitled Do you wish to make batch payments from your Accounting software ? Yes No Other Untitled Do you wish to create budgets in any software ? Yes No Other This will just read the transactions from your bank and no actual transaction can be done from bank. Would you like us to help in setting up bank feeds ? Yes No. I can do that or its already done. Information Exchange and communicationPlease Enter additional details (If Any) in the "Others" field Do you maintain manual cashbook for Cash sales & Expenses? Yes - will scan & email sent to books@prosperityst.com.au No Other Untitled How would you like to send us Bank & Credit Card Statements every month ? We can setup Prosperity St with READ Only Access (Recommended) Send that to email upon Request Other Untitled Please tick if you are using any of the Payment Gateways: Stripe Paypal Transferwise Shopify Quickbooks/Intuit Payment Gateway Authorized.net Payability Other Summary of any major event during the yearDo you have any Loan Statement for loan taken from bank/financial institution ? Last date of the period for with Annual tax return was filed : DD slash MM slash YYYY Any other information which you believe is necessary for us to know?