Thank you for considering Corning Financial Records. Please complete the form below to provide some information about your business and bookkeeping needs. This will help me better understand your business and prepare a quote that fits your needs.
Legal Business Name
*
Primary Contact Name
*
First Name
Last Name
Email address
*
example@example.com
Phone number
*
Please enter a valid phone number.
Format: (000) 000-0000.
Industry
*
Business structure
*
Corporation
Sole Proprietorship
Partnership
Fiscal year end date
*
Ex. December 31
Approximate annual revenue
*
Under $50,000
$50,000 - $100,000
$100,000- $250,000
$250,000- $500,000
$500,000+
Approximate number of monthly transactions
*
Under 50
50-100
100-200
200-500
500+
I'm not sure
Do you require Accounts Receivable and/or Accounts Payable Support?
*
Yes, Accounts Receivable / Invoicing
Yes, Accounts Payable / Bill Payments
Both
Neither
Who currently handles your bookkeeping?
*
Myself
Employee
Another bookkeeping/accounting firm
No one
Other
What accounting software do you currently use? Select all that apply.
*
QuickBooks Online
QuickBooks Desktop
Sage
Excel
None
Other
Are you aware of any bookkeeping issues that need to be corrected? Select all that apply.
*
Missing Transactions
Unreconciled Accounts
Duplicate Entries
Incorrect Account Balances
I'm not sure
None of the above
Other
How often does your business file HST/GST?
*
Monthly
Quarterly
Annually
Not sure / haven't filed yet
If you require payroll services, how many employees does the business have?
How often are the employees paid?
Tell us how we can best support your business
Share any specific bookkeeping tasks, challenges, or areas where you would like additional support.
When would you like the bookkeeping services to begin?
-
Month
-
Day
Year
2 digit month, 2 digit day, 4 digit year
Date
Submit
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