First Name

Last Name

Email *

Your Business Name

Business Description

Is this an Incorporated Business?

Yes

No

Do you have a relationship with an Accounting Office for Corporate year end matters?

Yes

No

Is this a NEW business? (less than 1 year)

Yes

No

What are your anticipated monthly expenses?

$

Does this business have a GST Account?

Yes

No

I (we) need to set one up

What is your filing frequency?

Monthly

Quarterly

Annually

Does this business have a PST Account?

Yes

No

I (we) need to set one up

How many bank accounts do you track?

1

2

3-4

5 or more

How may credit card accounts do you track?

1

2

3-4

5 or more

How many LOAN accounts do you track?

0

1

2

3 or more

How do you currently submit paperwork?

Shoebox Style (paper)

Electronically

Do you pay employees?

Yes

No

Do you comingle your personal and business finances?

I keep clean boundaries between business and personal

I do my best but sometimes mix things up

Things are comingled and messy but will improve

What Accounting Program are you using?

Sage

Quickbooks

Xero

Other/Unsure

My bookkeeping was last completed:

within the last 3 months

within the last 9 months

Up to the previous year end

I am not sure

Extra Comments

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