Scoping of Services

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Let's start with the basics. What is your name?* This field is required.
First Name
2
and Surname?* This field is required.
Last Name
3
Great to meet you {letsStart40}. What is the best Email to reach you on?* This field is required.
example@example.com
4
What is your business name?* This field is required.
Existing business name or to be registered
5
So, {letsStart40}, let's get serious for a second. In business, what keeps you up at night?* This field is required.
I need better control over cash flow
I need some advice and guidance on how to grow my business
I am in desperate need for management accounts
I need someone to get my bookkeeping up to date
I am spending way too many hours doing things myself
I am still stuck on Pastel and need someone to get me in the cloud
I have no idea if all my compliance is up to date
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Great stuff! We can definitely help with that. What does a successful relationship between {whatIs15} and ThriveCFO look like?* This field is required.
It would be great if you understood why I am doing what I am doing
You have to understand my industry
You have to use and introduce me to the latest technology
Help me to better manage my cash flow and profitability
Help me take back control of my business processes
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That's very valuable information, thanks {letsStart40}! Is {whatIs15} an existing business or would you like us to register that for you?* This field is required.
Registered
Not registered
8
Where is {whatIs15} situated? Please remember we service clients wherever they are, this is just to determine where we will be meeting.* This field is required.
9
When did you start trading?You might have registered your company at an earlier date than when you actually started doing business
Date
Month
Day
Year
10
Which of the following statutory registrations are already in place?
Income Tax
PAYE
UIF
Workmens Compensation
VAT
11
Do you currently have accounting records?
Yes
No
12
Which software do you use to keep these records updated?* This field is required.
Other
13
* Other
Please tell us which software you use not on the list above
14
This might seem a bit impersonal but we are accountants so we have to ask. How much do you turn over annually?* This field is required.
R0 - New business
R0 - R1million
R1 - R5million
R5million +
Turnover triggers certain different levels of compliance required such as VAT submissions, increased CIPC fees etc.
15
So let's talk bookkeeping. We recommend that you let us take care of it so you can focus on what you do best. How many bank and credit card accounts do you have?* This field is required.
1
2
3
4
5
5+
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How many transactions occur on your bank statement each month?* This field is required.
< 30
31 - 60
61 - 90
90+
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We've learned a thing or two about payroll over the last 11 years we've been in business. Are you tired of having to remember to issue your staff with salary slips from Excel or Word? We use the latest technology and processes to free up your time and keep you compliant. Would you like us to run payroll for you?* This field is required.
YESNO
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Do you have existing payroll history or will this be a complete new setup?* This field is required.
Yes, I have payroll historyNew setup
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It would be an absolute pleasure. How many awesome people do you have working for you?* This field is required.
1 - 5
6 - 10
10 - 20
20 - 50
50 - 100
100+
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and when did you first start to issue payslips?* This field is required.
21
We have secret weapons for all out ideal client industries. Which industry do you operate in?* This field is required.
Consultancies
Digital Media Houses
On-line and physical retail stores
Architects and Engineers
Insurance Brokerages
Coffee Shops & Restaurants
Technology and IT
Property
Non-Profit Organisations
This will enable us to bring some of our secret weapons to the party
22
Do you keep any inventory?
Yes
No
23
What is the nature of your inventory?
Finished goods
Bill of Materials
Consignment Stock
24
We just love Personal Tax returns and it's the most fun ever! Would you like us to take care of yours?Simply tick the boxes you want sorted or leave empty as is
Income Tax Return
Provisional Tax Returns
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Personal Income Tax Number* This field is required.We will request your income tax to our profile and give you shared access
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Just to make sure we're talking to a human* This field is required.
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"There is no magic in magic, it's all in the details" - Walt Disney
Should be Empty:

"There is no magic in magic, it's all in the details" - Walt Disney