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CLIENT PORTAL

is it time to level up your Finances?

We are so excited that you have booked a call with us.

We can’t wait to hear more about you, so please could you fill in the questionnaire below so we don’t have to wait another minute!

Thank you, the 4cast Team x

Name *

First Name

Last Name

Phone Number *

Is this the best number for us to call you on?

Email *

example@example.co.uk

Business Name *

Tell us about the issues that keep you awake at night? *

What are you looking for in your finance function? What's currently missing? *

Do you currently use Xero accounting software or are you willing to move over to Xero?

Please note, we are a Xero only Practice

Yes, I currently use Xero

No, but I'm happy to change my software to Xero

No, I do not want to use Xero

Are you a VAT registered business? *

Yes, I am VAT registered

No, I am not VAT registered

Was your turnover more than £85,000 in the last 12 months? *

Yes, it was over £85,000

No, not yet

What type of business setup do you have? *

I haven't setup yet - I'm in the planning stage

I'm a sole trader

I'm a sole trader but want to transition to Limited

I'm a limited company

Construction Industry Scheme

Which of these statements best describes you?

I'm a Contractor

I'm a Sub-Contractor

I'm both

None of the above

Do you have any questions you would like us to answer in the call? *

Thank you!

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