Fernleaf Bookkeeping — New Client Quote Form
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Contact Info
Your Name
*
First Name
Last Name
Business/Practice Name
*
Email Address
*
example@example.com
Phone Number (optional)
Please enter a valid phone number.
Format: (000) 000-0000.
What service do you offer? (e.g. "Registered Massage Therapy," "Counselling")
*
Business Basics
Are you a sole proprietor or incorporated?
*
Please Select
Sole Proprietor
Incorporated
Not Sure
Number of owners/shareholders
*
What is your corporation's fiscal year end?
*
Do you have a separate banking setup for your business?
*
Please Select
Yes
No, I use my personal account
Partly, a mix of both
Are you currently registered for GST/PST?
*
Please Select
GST
PST
Both
Neither
Not sure
Do you sell any physical products alongside your services?
*
Please Select
Yes
No
What kind of physical product?
*
Do you currently work with a bookkeeper?
*
Please Select
Yes, but looking to switch
No, but I used to
No, never have
How far behind are your books, if at all?
*
Please Select
Fully up to date
A few months behind
Over a year behind
Not sure / never started
Roughly how far back do your books need to be caught up?
*
Have your tax returns been filed for the years that are behind?
*
Please Select
Yes
No
Not sure
Complexity Factors (drives the estimate)
Roughly how many transactions does your business have per month? This includes everything that hits your bank and credit card statements — both money coming in (client payments, deposits) and money going out (expenses, bills).
*
Please Select
Under 30
30-74
75-114
115-149
150-179
180+
How many accounts need monthly reconciliation? (business chequing, savings, credit cards, etc.)
*
Please Select
1
2
3
4
5+
How many income/payment streams do you have? (e.g. in-clinic patient payments, insurance direct billing, card processors like Square or Stripe, a second location, online sales)
*
Please Select
1
2
3
4+
Do you use any practice-management or invoicing software (e.g. JaneApp)? If yes, enter the software name below. If not, enter "None."
*
Do any of these apply to your business?
*
Foreign-currency transactions
Business loans or leases
Large equipment purchases
Investment income
I pay an employee or contractor
None of these
Do you have a deadline I should know about? (e.g. a tax filing, a CPA request)
When would you like to get started?
*
Please Select
As soon as possible
Within 1-2 months
Just exploring for now
How did you hear about Fernleaf Bookkeeping?
Please Select
Email from Fernleaf
Referral from a colleague or friend
Web search
Other
Is there anything else you'd like me to know about your business?
Please do not include any sensitive information here.
*
I consent to Fernleaf Bookkeeping collecting and using the information above to prepare my quote and contact me about it.
I'll follow up by email within 1-2 business days with your estimate and next steps.
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