Monthly Bookkeeping New Client Inquiry

Welcome to the first step in becoming a monthly bookkeeping client at Coastal Tax and Accounting Services!

Coastal Tax is a boutique accounting firm, meaning that we work with a small number of clients in order to provide excellent care and attention to each. Bookkeeping services provided by Coastal Tax are entirely online using the newest cloud-based softwares and apps and we recognize that this system may not be the best fit for every business. Please fill in this survey so that we can get to know your business and determine if our services can meet your needs.

You may find that some questions are a little uncomfortable, and that's okay! Don't worry, we've seen it all before. Please be as honest and thorough as possible.

After you have submitted the inquiry form, you will be contacted to set up a free consultation.

Thank you for your interest in Coastal Tax!

Best Regards,
Alicia Loewen

Your Name
Your answer
Business Name
Your answer
Email
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Phone
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Please briefly describe your business activities:
Your answer
Which accounting software are you currently using?
Do you feel that your current accounting software meets your needs?
If No, why?
Your answer
What services are you interested in? Please check all that apply.
How tech-savvy are you?
I've never owned a cellphone.
I'm a software engineer!
Why are you looking for a new bookkeeper?
Your answer
Are your business tax filings and payments up to date? (Income Tax, GST/PST, Payroll Source Deductions)
If No, why?
Your answer
To provide an accurate quote for monthly services, we will need to review your historical bookkeeping records. Any information provided will be kept strictly confidential. Are you able to provide this?
If No, why?
Your answer
Thank you for taking the time to fill in this inquiry form! You will be contacted soon to set up a phone meeting or video conference. Please use this last section for any other comments you think may be important to know.
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