Bookkeeping
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Your Name ( Last Name, First Name) *
Where did you hear about our firm? *
Referral (by whom)
Phone Number *
Email Address *
Mailing Address *
City, State, Postal Code *
Business Name *
Year End- *
Entity Type *
Brief Description of nature of your business *
Where do you offer services or sell products? (Which Country? Which provinces?) *
How many years have you been in business? Residency/ Province on residence *
Do you have separate business bank account, or you use your personal account for business? *
How many accounts do you have? (Checking, saving, credit card, bank loan, foreign account) *
How have you managed bookkeeping till now? *
If Software, which software do you use? *
What is the turnover of your business? *
Do you report sales tax (GST/HST)? *
Are GST/HST filings up to date? *
Have you ever had a sales tax audit? *
Do you have payroll system for employees? How often employees are paid? *
Is the corporation related or associated with another corporation? *
If you could solve any 3 challenges, for your business what would it be? *
What are you looking for from your accountant? *
Any other relevant information *
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