Prospective Client Form - Business

Office Preference:

*

Title:

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First Name:

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Last Name:

*

Suburb:

Business Phone:

*

After Hours:

Mobile:

Email Address:

Type of Entity:

Name of the Business:

The Business Activity:

The Business Location:

Age of business:

People Employed:

Business Turnover (last financial year):

Why are you looking for a new accountant?

If you have a present accountant how long have you been with them?

Have your accounts and returns been prepared for the year ended 2006?

Please indicate what service you are interested in?

Please indicate where you first heard about Prosperity:

Please indicate how you maintain your accounting records:

If you are looking at purchasing investments or expanding would you require finance?

Do you have other related entities? eg Super Fund, Unit Trust, etc

 

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