Please fill out this form.

First Name *

Last Name *

Your Role *

Phone *

Email *

Business Address *

City

Province

Postal Code

Legal Name of Business *

Operating Name of Business if different from legal name (Enter same if same as legal name)

Corporation or Sole Proprietorship? *

Fiscal Year End *

BIN (9 Digit CRA Number) *

Do you have a business bank account(s)? *

How many business bank accounts?

Which bank? *

If yes, how many transactions per month on average? Please include all transactions for all accounts

How do you invoice clients? *

Do all the funds from customer payments get deposited into your business account?* *

Yes

No

How do you pay for expenses typically? *

Do you pay any business expenses with personal funds or credit cards? *

Yes

No

Do you pay for any purchases with PayPal or something similar? If so, how many on average per month? *

How are you registered to file? *

Do you use the regular or quick method for filing?

Do you have employees? *

Yes

No

How many do you have? *

What are your pay periods? *

Do you process payroll yourself or would like us to do it for you? *

Do you pay subcontractors?

Yes

No

Is WSIB applicable to your type of business? *

Yes

No

Do you have a QBO (QuickBooks Online) subscription now? *

Yes

No

Please give a brief description of the status of your books *

From what date does the bookkeeping need to be done? *

What are you looking for in a bookkeeping service? *

What type of business do you have? What product or service? *

How did you hear about us? *