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Prices & Quotes
CONTACT INFORMATION:
Full Name:*
Business Name:*
Phone Number:*
Email:
Best Day and Time to be Reached:
TYPE OF BUSINESS:
What services or products do you offer?
What is you Business Start Date?
What type of Business is it?
Proprietorship - T1
Corporation - T2
*required fields
Year End Date:
BOOKKEEPING:
Who does your Bookkeeping currently?
Yourself
Staff on Site
Outside Business
Nobody
What method do you use?
Manual
Computerized
If Computerized, which Program?
Simply Accounting
QuickBooks
Quicken
Other
GOVERNMENT REMITTANCES:
GST
PST
WSIB (Workman's Compensation)
Payroll Tax
EMPLOYEES:
How many Employees?
Do you pay overtime?
No
Yes
Do you pay Benefits?
No
Yes
What is the frequency of your Payroll?
Weekly
Bi-weekly
Bi-Monthly
Monthly
VOLUME:
Approximate Pages Per Month of Bank Statement:
1
2
3
4
5
6
7
8
9
10
Approximate Number of Invoices Per Month:
How many Bank Accounts?
1
2
3
4
5
6
7
8
9
10
How many Credit Cards used for Business?
1
2
3
4
5
6
7
8
9
10
Do you have a Line of Credit?
No
Yes
Do you have a Overdraft?
No
Yes
Do you have any Loans?
No
Yes
If yes, Purpose of Loan:
Do you have any Leases?
No
Yes
If yes, Purpose of Lease:
WHICH SERVICES ARE YOU ARE INTERESTED IN?
T1 - T Slips Only
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How Many T-slips and receipts?
T1 - with Business
T2 and Financial Statements
Financial Statements
Notice to reader engagement
Management review engagement
Not Sure
Manual Bookkeeping
Full Bookkeeping
Do you want Job Costing?
No
Yes
Do you want to keep Track of Inventory?
No
Yes
Request an Appointment /
Comments / Questions:
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