The Tax Shop Accountants Somerset West

Individual Navigator
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Your Next Heroic Step

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sswadmin@taxshop.co.za

Individual Navigator
Registration Portals
Monthly Rhythm
Annual Anchors
Your Next Heroic Step

BEGIN YOUR PATHWAY ASSESSMENT

Identify your stage. Choose your pathway. Start your journey

The TrueLedger Pathway Assessment helps us understand where you are in your professional journey and which entry pathway best aligns with your goals.

This is not a test. It is a clarity tool. Your pathway is built around it.

Individual Navigator - Form

Full name:

Phone:

Email:

Address

How many years of bookkeeping experience do you have?

0 years

1–2 years

3–5 years

6–10 years

10+ years

Do you currently have active clients?

Yes

If yes, how many clients do you currently manage?

1-5 Clients

6-10 Clients

11-20 Clients

20+ Clients

What is your current monthly revenue (if applicable)?

R0 - R5000

R6000 - R10 000

R11 000 - R20 000

+R20 000

Which add‑on services do you currently offer?

Payroll

VAT

CIPC

New Option

Advisory

None Yet

Which accounting software do you use most often?

Xero

Sage

QuickBooks

Excel Based

Other

Are you registered with a professional body?

SAIBA

ICB

SAIT

Other

Not Currently

What do you want to achieve in the next 12 months?

What challenges are you currently facing in your practice or career?

What type of support would help you grow faster?

Which statement best describes your current stage?

I’m starting out

I’m building momentum

I’m ready to scale

Which pathway do you believe fits you best?

Option 1 Kickstart — I have no clients yet and want platform‑provided clients

Build & Launch — I’m sourcing my own clients and want structure to grow

Scale & Amplify — I already have clients and want to expand my practice

Any additional notes or questions?

I confirm that the information provided is accurate to the best of my knowledge.

I Agree

Digital Signature (type your full name)

Date

Thank you for your submission.

We will be in contact in due course with some more information.

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