Company Name *

Address

Address Line 1

Address Line 2

City

State / Province / Region

Postal Code

Country

Phone

Email *

Company Registration Number

Type of Company *

Pty Ltd
CC
Sole Propriety
Other

PRIMARY CONTACT DETAILS

Owner Name and Surname *

First

Last

Owner Tel nr

Owner Email *

Contact Name and Surname *

First

Last

Contact Tel nr

Contact Email *

ADDITIONAL INFORMATION

Type of Industry *

Services
Retail
Manufacturing
Other

Size of Company *

Very small
Small
Medium

Very Small
0-4 Employees, <R1,000,000 Annual Turnover

Small
5-14 Employees, <R5,000,000 Annual Turnover

Medium
15-35 Employees, <R10,000,000 Annual Turnover

Financials are up to date? *

ONCE-OFF PACKAGES

Which, if any, of the packages would you like us to quote you on? *

Basic Package
Enhanced Package
Premium Package

Basic Package

Enhanced Package

Premium Package

MONTHLY PACKAGES

Which, if any, of the packages would you like us to quote you on? (copy) *

Basic Package
Enhanced Package
Premium Package

Basic monthly package

Enhanced monthly package

Premium monthly package

(copy) Email vendor

ADDITIONAL

If our packages is not what you are looking for - please select one or more of the following services, in order for us to provide you with an accurate quotation.

Logo Design
Website Design
Label Design
Business Registration
Reconciliation
Data Analysis
Form Creation
Payroll Services (monthly)
Marketing Services (monthly)
Accounting Services (monthly)
Converstion Accounting Software

Briefly explain what you company does

Accounting Software you currently use:

Payroll Software you currently use:

Number of debit/check transactions you have monthly

Do you currently have vendor (supplier) accounts?

Approximately how many invoices do you generate monthly?

Please select the ones that is appropriate to you:

Tracking Inventory
Charge VAT on invoices

Number of bank accounts:

Number of credit cards:

Have you worked with a consulting/bookkeeping/markeing agency before?

If yes - provide details:

What social media accounts do you have in place?

Facebook page
Instagram
Business Website

Who is your target market?

Please provide additional information/notes on services your require:

By submitting this form, I agree to provide accurate information to the best of my knowledge. I understand that this information will be used for accounting/consulting/marketing purposes. I authorize Newdusk Pty Ltd to contact me using the information provided.

Client Intake Form