Contact and scope review

Tell us how your business currently handles its finances.

Provide a short overview of your business, current accounting setup and the services you need. Ledger & Co will review the information and confirm whether the firm is a suitable fit.

Contact details

Cape Town details to verify before publication.

Contact information
Office address	[Cape Town office address]
Telephone	[Telephone number]
Email	[General email address]
Office hours	[Office hours]
Meetings	[Client meeting arrangements]
Remote service	[Remote-service areas]

Scope review form

Share the setup before sharing sensitive records.

The first form collects enough information to review fit and scope. Sensitive documents should be requested later through an approved secure process.

Please do not submit passwords, banking credentials, identity documents or sensitive employee information through this form.

Full name

Business name

Work email address

Telephone number

Industry

Approximate monthly transaction volume

Number of employees

Current accounting platform

Current payroll platform

VAT registration status

Current bookkeeping status

Preferred contact method

Short description of current challengesDo not include passwords, bank login details, identity documents or employee banking information.

I consent to Ledger & Co using this information to review the enquiry and contact me about the requested services.