Lead Questionnaire

1
Who is completing this form?* This field is required.This should be the business owner or a decision maker for the business
First Name
Last Name
2
What is the name of your business?* This field is required.Include legal name and operating name (if applicable)
3
What does your business do?* This field is required.
4
How many years have you been in business?* This field is required.
0-5
6-10
11-15
> 15
5
Business Structure* This field is required.
Sole proprietorship
Partnership
Corporation - 1 owner
Corporation - 2 or more owners
6
Thinking about your current bookkeeping system.....* This field is required.Do you have a bookkeeping system?
Yes: I do the books myself
Yes: I have a bookkeeper, but I am looking to change
No: I am a new business and am looking for a place to start
No: I have been using my tax preparer to pull together records good enough to file returns
7
Tell us a bit about your business? What do you love about it? What are your painpoints? What do you see happening over the next 18 months?* This field is required.
Huge
Large
Normal
Small
Ok
Ok
8
Thinking about your current bookkeeping system....* This field is required.How are you currently doing your bookkeeping?
Freshbooks
QuickBooks Desktop
QuickBooks Online
Sage
Spreadsheet
Wave
Xero
Zoho
Whatever my accountant does
Other
9
Our firm only uses QuickBooks Online. Are you willing to support a conversion of your system?* This field is required.We would provide the converstion services. This is billable.
YESNO
10
Please help us to understand what services you require for bookkeeping?* This field is required.Please select all that apply
Categorizing transactions
Bank and credit card reconciliations
Payroll including source deduction remittance, T4 Filing and WSIB filing
Inventory Management
HST reconciliation and filing
Other provincial taxes reconciliation and filing
Dividend declaration, T5 filing and resolutions
11
To help complete your books, what role do you see yourself playing?* This field is required.
I would provide receipts and answers to your questions - weekly.
I would provide receipts and answers to your questions - monthly.
I would provide receipts and answers to your questions - annually
I am hoping that you can do it all, with little/no involvement from me.
12
Our firm expects that we have weekly interactions with our clients. We expect you to provide receipts, statements and answers to ensure us that your books are optimized. Can you meet this expectation?* This field is required.
YESNO
13
How important is it to you for your books to be up to date?* This field is required.Please rank on a scale of 0-5
0: As long as we can file annual taxes, that is good enough for me
1: I do not think I would know if they are current or not
2: It would be great if they are always current, but I will only look at year end
3: If they are complete by the end of each quarter, that is good enough
4: If they are complete by the end of each month, that is good enough
5: Ideally, I can pull reports at any time and the books are current
Should be Empty: