Request a personalised accounting quotation!

Complete the below form for a commitment-free quotation, it only take a few minutes!

We will send you the quotation by email within 2 working days.

Name *

First

Last

Email *

Business Details

What is the entity of your business?

What is the registered name of your business? *

What is your company registration number? *

What is the trading name of your business?

This could be your personal name or a trading name you've chosen to register your business as.

Nature/Industry of Business *

Other nature/Industry of Business *

Annual Business Revenue £ *

If you've just started your business, please enter an estimate here 🙂

Bookkeeping

What do you currently use to manage your accounts? *

QuickBooks Online
Xero
FreeAgent
Microsoft Excel
Google Sheets
Dext
Hubdoc
Apron
Other

Please tick all that apply. If you use something in addition to the above, please tick other and specify

Other software used *

If you are VAT registered, would you like us to process your returns? *

If your business has a turnover of £90,000 over the previous 12 months, then you are legally required to register for VAT.

How regularly do you file your VAT? *

Do you require help with processing your day-to-day transactions AKA bookkeeping? *

Yes please!
No, I'll do this part myself.
Maybe, can you include in quotation.

This includes any of the following services: bank reconciliations, processing purchases invoices/expenses, processing sales invoices, VAT returns, inbox management.

Would you like us to reconcile your banking? *

A bank reconciliation is the process of checking all bank transactions through your bank account have been accounted for and processed, this is required for accurate record keeping.

On average how many bank transactions do you have every month? *

Sale Ledger Management

We can help you raise sales invoices, process and allocate sales invoices to jobs on accounting software, send customer statements & chase outstanding balances for you.

Would you like us to process sales invoices onto accounting software for you? *

On average, how many sales invoices do you issue every month? *

Purchase Ledger Management

We can help you process your purchase invoices/receipts, reconcile supplier statements, contact suppliers on your behalf & pay your suppliers.

Would you like help with managing your purchase ledger? *

If you're CIS registered, please only include non-CIS registered suppliers here.

On average, how many purchase invoices/receipts do you receive every month? *

How many regular suppliers do you use every month? *

Would you like us to pay your suppliers? *

How often do you pay your suppliers? *

Weekly
Bi-Weekly
Monthly
Bi-Monthly

Construction Industry (CIS)

Are you registered under the Construction Industry Scheme (CIS)? *

Would you like us to submit your CIS returns? *

On average, how many subcontractors do you use every month? *

Would you like us to pay your subcontractors? *

How often do you pay your subcontractors? *

Weekly
Bi-Weekly
Monthly
Bi-Monthly

Payroll & Pensions

Do you require us to process your payroll? *

How often do you run your payroll? *

Weekly
Bi-Weekly
Monthly
Other

Other payroll frequency *

Is it a director only payroll? *

How many employees do you have? *

Do any of your employees have P11D benefits? *

For example, discounted services or goods, vouchers (including childcare vouchers), Living accommodation, Travel allowances, Company cars, vans, bikes or other vehicles available for private use, Low cost loans, Private insurance, Professional fees and subscriptions, Training fees, Devices (e.g. phones) available for personal use.

How many of your employees have P11D benefits? *

Do your employees receive a workplace pension? *

It's a legal requirement to auto-enrol your employees onto a workplace pension scheme if they earn at least £833 a month. The employees have the right to opt into the workplace pension scheme if they earn a minimum £520 a month

Tax Returns

Do you require us to submit your tax returns? *

Is there anything else we may need to know regarding your tax return?

Annual Accounts & Corporation Tax

Do you require us to submit your annual accounts and corporation tax? *

Management Reports

Would you like to receive management reports? *

A management report is a document that gives you a clear picture of your business’s financial health and performance. It includes important financial information like your revenue, expenses, profits, and cash flow. You might find a management report useful because it provides straightforward insights into how your business is doing. It helps you identify trends, spot areas that need improvement, and make informed decisions to drive growth. In short, it's a valuable tool for keeping track of your finances and steering your business in the right direction.

How often would you like to receive your management reports? *

Monthly
Quarterly
6 Monthly

In what format would you like to receive your management reports? *

Report Only
Report & Video
Report & Online Meeting
Report, Video & Online Meeting

Cashflow Forecasting

Would you like to receive cashflow forecasting? *

A cash flow forecast is a tool that predicts your business’s future cash inflows and outflows. It helps you see when money is expected to come in and when it will go out, allowing you to plan accordingly. You might find cash flow forecasting useful because it gives you a clear view of your financial future. It helps you anticipate potential cash shortages, manage your expenses, and make informed decisions to ensure your business has enough cash on hand. In short, it's an essential tool for maintaining healthy finances and ensuring your business runs smoothly.

How often would you like to receive your cash flow forecast? *

Weekly
Monthly
Quarterly
6 Monthly

How would you like your cash flow forecast calculated? *

Historic Trends
Meeting to discuss

You and Your Business

What causes you the most stress about your business finances? What is and isn't working for you? *

What are your goals? *

This can either be personally or for the business.

GDPR Agreement *

I consent to having Rad Accounting Ltd store my submitted information so they can respond to my inquiry.

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