Name *

First Name

Last Name

Business Address *

Address 1

Address 2

City

State/Province

Zip/Postal Code

Country

Phone

(###)

###

####

What is your fiscal year end? *

MM

DD

YYYY

How many employees do you have? *

0

1 - 3

4 - 10

11+

Are you registered for GST/HST? *

Yes

No

Unsure

Have you filed your business tax for the last fiscal year? *

Yes

No

Unsure

How many business bank accounts do you have? *

0 - 1

2 - 4

5+

Does the business own inventory assets?

Yes

No

Sometimes

Unsure

What is the average number of business transactions per month? *

0 - 30

31 - 100

101 - 300

300+

What was the annual net income (loss) in the previous fiscal year? *

< 0 (Loss)

0 - 29k

30 - 99k

100k+

Are there any contractual obligations or loands that the company is obliged to fulfil? *

Yes

No

Unsure

We exclusively use Quickbooks Online to provide our services. Are you willing to subscribe to Quickbooks to work with us? *

Yes

No

You recognize that as bookkeepers, we will not produce formal financial statements, income tax returns, compilations, audits or opinions during any engagement with your business. *

Yes

No

You recognize that as bookkeepers, we will not provide financial advice or direction on how you should run your business. *

Yes

No