• SK Management

    Pre-Consultation Questionnaire

  • In order to serve you better, please complete this questionnaire prior to our consultation so that we can discuss your needs and ensure SK Management is the right fit for your current and/or future needs.

    We look forward to working with you!

  • 1. Business Overview 
  • 1.5. Do you have more than one entity requiring bookkeeping?*
  • 2. Financial Overview
     
  • 2.3. Do you have more than one business location?*
  • 2.4. Do you track customer projects or jobs?*
  • 2.5. Do you track your inventory?*
  • 2.6. Do you issue purchase orders?*
  • 2.7. Do you accept payments by debit or credit cards?*
  • 2.8. Do you use a separate system for tracking sales (e.g., POS or CRM)?*
  • 3. Banking & Payments
  • 3.1. Do you have login access to your CRA My Business Account?*
  • 3.9. Do you have any accounts or credit cards in foreign currencies?*
  • 4. Transaction Methods
  • Rows
  • 5. Payroll & GST
  • 6. Service Interests
  • 6.1. What services are you interested in? (check all that apply)*
  • 7. Additional Details
  • Should be Empty: