Fact-find starter

Ten minutes now saves an hour in the meeting.

Just the basics about the business so the first sit-down is about you, not paperwork. Skip anything you’re not sure of.

Have these handy for the call

ReturnsLast two years’ tax returns and financial statements for each entity.
BASYour latest BAS and any ATO letters or payment plans.
LoansBusiness loan and director loan statements.
SoftwareWhich accounting software you use, and who has access.

Please don’t put tax file numbers, bank logins or card details in this form.

Business name Your name Email (so we can reply) Entities in the group (names and type, e.g. “ABC Pty Ltd, company”) Turnover last financial year Accounting software How often do you lodge BAS? Roughly how many staff? Who does the books now? Top three things you want sorted Anything due soon? (ATO deadlines, a sale, a big purchase) I’ve read the Privacy Policy and I’m OK with PRM using these details to prepare for our meeting.

Collection notice. Professional Relationship Management Pty Ltd ABN 40 659 815 086 (PRM) collects these details to prepare for your first meeting. They go to our CRM and email providers, our SMS provider (only if you tick the text box), Calendly (if you book) and FormSubmit (the service that delivers this form to our inbox). Some of these providers may store data overseas. If you don’t give us your details, we may not be able to respond. Full privacy policy.

Thanks, that’s saved.

We’ll go through it before we talk. If you haven’t picked a time yet, grab one now.

Pick a time