Intake Form

Company name

Contact: First name

Contact: Last name

Contact: Position

Email

Phone

Business#

Mailing Address:

Country/Region

Address

City

Zip / Postal code

Business Number

Do you have USD Income?

How did you hear about us?

Website

Social Media

Friend

Other

Tell us your ideal bookkeeper

Fiscal year End (Last day of Fiscal year--if unknown or sole prop likely 31Dec)

Last Year Revenue?

Projected for Next Year?

Which statement best describes your books?

Totally up to date

Nothing has been done since last year end

Behind but within current year

More then 1 year behind

I have no idea but I think it is good

When was your last filing?

Are you registered for GST?

Are you registered for PST?

GST#

PST #

Type of GST Filer

Annual - Calendar

Annual - Fiscal

Quarterly

Monthly

Status (check all that apply)

Currently doing and will continue to do so

Currently behind need help

Would like to delegate some or all

Describe your current situation with CRA:

If your filings and remittances are behind, please indicate:

Taxes - Last Period Filed

GST - Last Period Filed

Payroll - Last Period Filed

Do you have a balance sheet?

I don't know what a balance sheet is

I do but not sure how accurate it is

Yes an accurate balance sheet is readily available from my accounting software or my current bookkeeper

How many receipts/expense transactions do you have per month:

1-20

21-49

50-99

100+

Payroll and Taxes

Do you have employees?

Do you have subcontractors?

I only require partial payroll services

I do not require payroll services

I require full payroll services ( includes T Slips, remittances, ROEs)

How many employees do you have?

How many subcontractors do you have?

How many hours do you devote to the following activities?

Marketing/Sales

Day to Day Operations

Business Planning

Troubleshooting/ Fighting Fires

Bookkeeping/ Payroll/ Remittances

Other

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