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Intake Form
Interested in working with me? Start the process by submitting this form.
First Name
Last Name
Email
Phone
Business Name
Business Address
Industry/Type of Business
How long have you been in business?
Tax Filing Status
Choose an option
Accounting Software?
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Current Software
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Are you willing to get software?
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How many bank accounts and credit cards are you currently using?
Are the bank reconciliations up to date? If not, when was the last time the accounts were reconciled?
Do you have the following tax items?
*
Required
Business Number
GST/HST Number
Payroll Number
Are all tax filings up to date?
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Expected frequency of financial updates:
*
Required
Weekly
Monthly
Quarterly
Was there a previous bookkeeper?
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Specific financial reports needed? If so, please list below.
On average, how many transactions per month do you have? (Income and expenses)
Do you have employees?
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How many employees? Are any of them contractors?
What payroll software are you currently using?
What is your pay schedule?
*
Required
Bi-weekly
Monthly
Other
Expected start date
*
required
Plese provide any additional information you believe will help provide me with some insight into your business, goals, and challenges
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