Small Business Form Intake
Name
*
First Name
Last Name
Email
*
example@example.com
Phone Number
Please enter a valid phone number.
Format: (000) 000-0000.
What type of industry is your business in?
*
What is your business entity?
*
Sole Proprietorship
Partnership
Corporation
What bookkeeping services do you need?
*
Full cycle bookkeeping
Financial Reporting & Analysis
Catch up & Clean up
Bank and Credit Card Reconciliation
Other
What softwares do you use?
*
QBO
Xero
Sage
Dext
Other
Do you have business number with CRA?
*
Yes
No
Do you charge HST? HST is applicable when your business passes $30,000 annual sales threshold.
*
Yes
No
Do you maintain a separate business account apart from your personal account?
*
Yes
No
Do you track expenses?
*
Yes
No
Maybe
What is your biggest headaches right now with money or paperwork?
How often do you want reports/updates?
*
Monthly
Quarterly
Yearly
Other
Approximately how many transactions do you have per month?
*
50-100
100-250
250-350
350+
Are you comfortable sharing bank statements, receipts, and invoices with me through email, Dropbox, Google Drive or directly in QBO?
*
Yes
No
Maybe
Submit
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