Quote for Services
We will respond with a formal quote within 24 hours of receiving this form.
Name
First Name
Last Name
Business Name
Email
example@example.com
Phone Number
Please enter a valid phone number.
How did you hear about us?
Business Associate
Google
Social Media
Referral
Other
What industry is your business a part of?
Food & Restaurant
Automotive Repair
Health, Medical, Wellness
Gym & Fitness
Home Services
Retail Products/Services
Professional Services
Financial Services
Other
How many years have you been in business?
0-1
2-4
5-9
10-19
20+
What is your business structure?
Sole Proprietorship
Partnership
Corporation
Non-Profit
Other
What was your total sales last year?
0-$150,000
$150,000 - $300,000
$300,000 - $500,000
$500,000 - $750,000
$750,000 - $1,000,000
$1,000,000+
What is your current bookkeeping system?
Quickbooks Online
Quickbooks Desktop
Sage
Xero
Wave
Excel
Other
Do you use any of the following?
Paypal
Etsy
Dext
Shopify
Cryptocurrency
Stripe
What bank or financial institution are your business accounts with?
RBC
TD Canada Trust
CIBC
Scotiabank
BMO
Canadian Western
Credit Union
Other
Do you use credit cards for your business?
Please Select
Yes
No
If you use credit cards, which ones apply?
RBC
TD Canada Trust
CIBC
Scotiabank
BMO
Canadian Western
Credit Union
MBNA
Collabria
Capital One
AMEX
Other
How many business accounts do you have?
1 Account
2 Accounts
3 Accounts
More than 4 Accounts
What are the total number of transactions for all bank accounts combined?
1-25
26-50
51-75
76-100
101-150
151-200
201-300
300+
How many cheques do you write per month?
0-5
6-10
11-15
16-20
21-30
31-40
41-50
50+
How many e-transfers do you issue per month?
0-5
6-10
11-15
16-20
21-30
31-40
41-50
50+
How many business credit cards do you have?
1 Card
2 Cards
3 Cards
More than 4 Cards
What are the total number of transactions for all credit cards combined?
1-25
26-50
51-75
76-100
101-150
151-200
201-300
300+
Are you registered for PST?
Please Select
Yes
No
If you are registered for PST, how often are you required to file?
Monthly
Quarterly
Annual
I don't know
Are you registered for GST?
Please Select
Yes
No
If you are registered for GST, how often are you required to file?
Monthly
Quarterly
Annual
I don't know
Do you have employees on payroll?
Please Select
Yes
No
If you have employees on payroll, how many employees do you have?
0-5
6-10
11-15
16-20
21-30
31-40
41-50
50+
What services are you interested in?
Bookkeeping
Catch-up Bookkeeping
Personal Tax Filing
Tax Consulting/Planning
Corporate Tax Filing
Payroll Set-up
PST and/or GST Filing
Crypto Consulting
Crypto Tax Consulting
If you have any additional information you'd like to share with us about your business, please comment below.
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