Chartered Management Accountants for the West Midlands, Shropshire and Worcestershire

Quotation Form

Completion of the following form will result in a rapid email response in the form of a quote. This will represent our best estimation of total annual fees based on our current charges to existing clients. If the quote is of interest to you then please feel free to arrange a free meeting either in person or via telephone to discuss our services further.

If our quote is not of interest you will hear nothing more from us.

Name *

E-mail Address *

Telephone

Type of business *	Sole Trader
	Partnership	No of partners
	Limited Liability Partnership	No of partners
	Limited company	No of directors
		No of shareholders

Business Name

Company registration No.

Business activity

Approx annual turnover

How do you keep records
(eg manual, spreadsheet, software package..please give name and version)

Degree of computerisation of records

100% 75% 50% 25% 0%
(100% = totally computerised, 0% = totally manual)

Accuracy of records

100% 75% 50% 25% 0%

(100% = totally computerised, 0% = totally manual)

Any other information which you may feel would be of use

Services required

Accounts produced

Corporation tax return

Self Assessment returns

No. required

Payroll -Monthly

No. of employees

Payroll - weekly

No. of employees

Payroll -other frequency

No. of employees

P11d's

No. of employees

Book keeping

Vat returns

Company Secretarial

Management/ Business Advisory services

Management accounts

Monthly
Quarterly
Other (please specify):

Forecasts/Budgets

Part time/Virtual Financial Director

Personal Goal setting

Business Diagnostic

Business Strategy

Tax Planning

Systems Analysis

Verification

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A courtesy e-mail is sent to e-mail address saying we have received the quotation request and will send a quote through shortly (This may take a few days) or contact them for further info

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