Small Business Form Intake

Small Business Form Intake
Name*

First NameLast Name
Email*
example@example.com
Phone Number
Please enter a valid phone number.
What type of industry is your business in?*
What is your business entity?*

Sole ProprietorshipPartnershipCorporation
What bookkeeping services do you need?*

Full cycle bookkeepingFinancial Reporting & AnalysisCatch up & Clean upBank and Credit Card ReconciliationOther
What softwares do you use?*

QBOXeroSageDextOther
Do you have business number with CRA?*

YesNo
Do you charge HST? HST is applicable when your business passes $30,000 annual sales threshold.*

YesNo
Do you maintain a separate business account apart from your personal account?*

YesNo
Do you track expenses?*

YesNoMaybe
What is your biggest headaches right now with money or paperwork?
How often do you want reports/updates?*

MonthlyQuarterlyYearlyOther
Approximately how many transactions do you have per month?*

50-100100-250250-350350+
Are you comfortable sharing bank statements, receipts, and invoices with me through email, Dropbox, Google Drive or directly in QBO?*

YesNoMaybe
Should be Empty: