TradiesWorld | MEA Master Program Bookkeeping Review

Business Name*

Contact Person*

Contact Number*

Email*

Do you use accounting software to manage your accounts?*

Yes
No

What accounting and/or job management software are you using?*

How often are you or your bookkeeper reconciling your bank transactions?*

Daily
Weekly
Monthly
Quarterly

Do you use a separate job management / quoting / invoicing system?*

Yes
No

What job management / quoting / invoicing system are you using?*

Does it send customer and supplier invoices across to your accounting software?*

Yes
No

When you changed to your current accounting software, did you or your bookkeeper / accountant set up the opening balances at the date you started using the new software?*

Yes
No
Unsure

How do you keep track of how much is owing to you from customers and what you owe your suppliers?*

What customer payment options do you offer? (e.g. credit cards / POS system)*

Are you able to forecast what your income and expenses will be each month for the next 12 months and track actual vs forecast?

Yes
No

Do you track your income and expenses by the types of work you do? (e.g. Residential, Commercial, Real Estate, etc)

Yes
No

Are you required to make payments to the Portable Long Service Leave program in your state?*

Yes
No

Are your Portable Long Service Leave payments up to date?*

Yes
No

Do you have employees?*

Yes
No

Are you using accounting software to manage your payroll?*

Yes
No

Are you using your payroll software to keep an accurate track of your team members’ Annual / Sick Leave / RDO entitlements?*

Yes
No

How are you keeping track of your team members’ Annual / Sick Leave / RDO entitlements?*

Are your superannuation payments up to date?*

Yes
No
Unsure

Are you confident that you are paying your team members at or above their award rate, including the correct allowances, entitlements, etc?*

Yes
No
Unsure

Are you registered for GST?*

Yes
No

Are your ATO obligations up to date? (i.e. Income Tax for all businesses plus BAS lodgements if registered for GST)*

Yes
No
Unsure

What is your current trading structure?*

Sole Trader
Company
Trust

What, if any, areas of your bookkeeping would you like made easier?

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Phone

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