Client Intake Form

Business Name

Operating Name (if different)

Your name

First NameLast Name

Email

example@example.com

Phone Number

Please enter a valid phone number.

Business Address

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code

On a monthly basis, what support are you looking for?

Bookkeeping for your businessPayroll for your businessPersonalized 1:1 reviews and strategy planning of your financials

Do you required any of the following support on an annual basis?

Personal tax return for youPersonal tax return for a spouseBusiness tax return

BOOKKEEPING INFORMATION

Please provide your CRA Business Number

Do you have access to your CRA online account?

YesNo

What type of business do you have?

Sole ProprietorshipPartnershipCorporationNon for profit

What is the year end date?

Date

What type of accounting software do you currently use?

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

What is your primary financial institution?

How many business bank accounts and/or credit cards do you use?

1-23-56 or more

Approximate number of monthly transactions

PAYROLL SUPPORT

What is your payroll number?

How many employees do you have?

1-1011-2021-50More than 50

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

REVIEWING YOUR FINANCIALS

How often would you like to review financials with the Balance team?

Bi-annuallyQuarterlyMonthlyWeekly

BOOKKEEPING INFORMATION

PAYROLL SUPPORT

REVIEWING YOUR FINANCIALS

WHAT HAPPENS NEXT?