2025 Bookkeeping Intake Form

Bookkeeping Intake Form
Thank you for your interest in working with us. We’re currently accepting a limited number of new bookkeeping clients and would love to learn more about you and your business before moving forward.

This quick intake form helps us get a sense of your needs, systems, and goals so we can determine if we’re the right fit. Please answer honestly—there are no wrong answers here. Our goal is to support you in building clarity, confidence, and ease around your finances.

If you have any questions at any point, don’t hesitate to contact us—we’re here to help!
Your name*

First NameLast Name
Business Name*
Operating Name
Phone Number*
Please enter a valid phone number.
Business Address*

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Email*
example@example.com
What type of business do you have?*

Sole ProprietorshipPartnershipCorporationNon for profit
Please provide your CRA Business Number*
Do you have access to your CRA online account?*

YesNo
What is the year end date?*

MonthDayYear
Date
What type of account software do you currently use?*

QuickbooksSageFreshbooksExcelOther
Do you currently have a Dext subscription?*

YesNo
Are you registered for HST?*

YesNo
What is your HST number?*
How often do you remit your HST?*

MonthlyQuarterlyAnnually
Do you require payroll services?*

YesNo
What is your payroll number?*
How many employees do you have?*
How often do you run payroll?*

WeeklyBi-weeklyMonthly
How do you pay your employees?*

ChequeE-transferDirect Deposit
How often do you remit source deductions?*

MonthlyQuarterlyAnnually
Do you require WSIB deductions to be remitted?*

YesNo
How often do you remit your WSIB?*

MonthlyQuarterlyAnnually
What is your primary financial institution?*
How many bank accounts do you utilize?*
How many credit cards do you utilize?*
Approximately how many transactions come in and out of your bank account each month?*
Next Steps

Once we’ve reviewed your responses, we will be in touch within 2-3 business days to let you know if we’re able to move forward together. If it looks like a good fit, we’ll book a discovery call to dive deeper into your needs and next steps.

Thank you again—we’re truly honoured you’re considering Balance.
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Bookkeeping Intake Form

Next Steps