Form
Client Inquiry Form
Amanda Moffatt Bookkeeping
Section 1: Contact Information
Name
*
First Name
Last Name
Business Name
*
Email
*
example@example.com
Phone Number
Please enter a valid phone number.
Format: (000) 000-0000.
Website / Social Media
Section 2: Business Basics
What does your business do?
Province / Territory
Please Select
AB
BC
MB
NB
NL
NT
NU
NS
ON
PE
QC
SK
YT
Type of Business
Sole Proprietor
Partnership
Incorporated
Not sure
How long have you been in business?
Please Select
New Business
Less than 1 year
1-3 years
4-6 years
7-10 years
11+ years
Section 3: Current bookkeeping setup
Current Software
Number of business bank accounts
Number of business credit cards
HST/GST registered?
Yes
No
Payroll?
Yes
No
If yes to payroll, how many employees?
Section 4: Where things stand
Current progress for your books
Books up to date
1-3 months behind
4+ months behind
Not sure
If behind, how many months?
Accounts regularly reconciled?
Yes
No
Current bookkeeper or accountant involved?
Yes - Bookkeeper
Yes - Accountant
Yes - both a bookkeeper and accountant
No
Any cleanup concerns or bookkeeping issues?
Section 5: What kind of help is needed?
Select all applicable options below
Set-up
Clean-up
Organization
On-going monthly bookkeeping
Bookkeeping + Business systems support
QuickBooks help / training
Not sure yet
What made you reach out now?
What would you most like help with first?
Section 6: Extra Details
Anything else I should know?
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Submit
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