Qualification Form Let’s See if We’re A FitFill out the following form and submit, and we’ll be in touch as soon as possible! Legal Business Name * Operating Name (if different) Business Address * Address 1 Address 2 City State/Province Zip/Postal Code Country Phone Number * (###) ### #### Email * Website (if applicable) http:// What is your estimated annual revenue? * Primary Contact Person Name First Name Last Name Title Phone (###) ### #### Email Business Profile Business Structure * Sole Proprietor Partnership Corporation Other Do you have employees? * Yes No Are you registered for GST/HST? * Yes No Are you registered for PST? * Yes No Bookkeeping Needs What services are you interested in? * Monthly Bookkeeping Payroll & Remittances including WCB Year-End Prep CRA Correspondence Invoicing & Accounts Receivable Bill Payments & Accounts Payable Other Which accounting software do you currently use? * QuickBooks Online QuickBooks Desktop Xero Sage 50 Excel/Manual None Other Do you currently have a bookkeeper or accountant? Yes No How often do you want your books updated? * Weekly Bi-weekly Monthly Quarterly Other Budget & Financial Expectations What is your monthly budget for bookkeeping services? * $300-$500 $500-$800 $800-$1,200 Over $1,200 What's most important to you? * Accuracy Fast turnaround Affordable pricing Strategic guidance CRA compliance Full-service support Do you expect your bookkeeping needs or budget to increase in the next 6-12 months? * Yes No Not sure Document Access & Communication Preferred method(s) of communication: * Email Phone Text Other Key Deadlines & Notes Upcoming deadlines or compliance concerns we should be aware of? Notes Thank you! We’ll be in touch soon!
