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Accounts Payable (supplier invoice tracking & bill payment)
Accounts Receivable (customer invoicing & debt collection)
Payroll Processing
Bank & Credit Card Reconciliations
BAS & GST Reporting


Not sure - please advise
Daily
Weekly
Fortnightly
Quarterly


ASAP
Within two weeks
Within one month
Within two months


Still in the planning stages
Less than six months
2 - 4 years
4 - 5 years
5+ years

How many transactions would you estimate within each area per month?

Supplier invoices
Customer invoices
Cash receipts
Payments (includes cheques and online payments)
Credit card
Point of Sale
Point of Sale
Payroll
Other

How many bank and credit card accounts?

Bank accounts
Credit cards

How many employees do you have?

Number of employees
Frequency of payroll



We use accounting software
We use in-house paper records
We outsource some or all of our bookkeeping functions
We do not currently keep records or we are a start-up
We use a POS (Point of Sale) based system
Not Sure

Your contact information



Business Name*
Your Name*
Address*
Suburb*
State*
Post Code*
Phone Number*
Email Address*
Best time to call
If applicable, please briefly describe the nature of your business, including your industry, and any additional requirements you may have

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