Forms & Checklists - CapitalQ

Forms & Checklists

If you’re coming in to see us to discuss your tax return, business or personal needs, taking the time to complete the appropriate checklist from this page CAN MAKE A BIG DIFFERENCE TO THE PROCESS …

If you can ensure we have all the information we need upfront, we can ensure our advice is based on the fullest understanding of your position and requirements, and ensure our work is completed fast, accurately and most importantly … cost efficiently.

What our customers say

Logo for Nigel Dennis & David Lunn

Providing the Financial Sounding Board to Grow a National Business

CapitalQ provides important services for our business by assisting us in relation to a wide range of financial and business growth matters on a consistent and ongoing basis. Specific support has included: implementing easy to read monthly financial management reports; identifying significant tax saving strategies (including an annual saving of nearly $30,000 a year on Payroll Tax); recommending and implementing business changing cloud-based software platforms; and streamlining our internal accounting and bookkeeping processes. This support has meant that CapitalQ has effectively become our financial sounding board so we can make informed strategic decisions about our business. This in turn has allowed us as Directors to focus on expanding our business to a national presence (currently three States and growing).
Nigel Dennis & David Lunn Nigel Dennis & David Lunn Nigel Dennis & David Lunn

Nigel Dennis & David Lunn

Co-Founders and Directors of BidWrite (Australia’s Leading Specialist Tendering Consultancy)

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