New clients

Let’s set up your file.

A few questions so we can quote the work and tell you exactly what to send. It replaces the back-and-forth of a first email.

About you

Your name

Phone

Where are you based?

Who needs the help?

Business or entity name

Leave blank if it is just you.

ABN

If you have one. Never send a tax file number through this form.

When do you need this?

Do you currently have an accountant?

If yes, we can handle the handover with your current accountant once you decide.

Accounting software, if any

Tell us about your situation

What you do, what is prompting the change, and anything with a deadline. Please do not include tax file numbers or bank details; we collect those securely once we are working together.

Preferred contact

Email Phone

We reply within one business day. Your details are used only to set up your file.