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COMPANY NAME
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CITY
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BUSINESS INDUSTRY
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SALES DETAILS
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Ontario Sales Only
Outside Ontario
Outside Canada
E-Commerce
CURRENT BOOK MANAGEMENT
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Owner
Bookkeeper
Accountant
Family / Friend
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DO YOU HAVE AN ACCOUNTANT
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BUSINESS STRUCTURE
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Tax Exempt
Under $30,000
HST / Monthly Filing
HST / Quarterly Filing
HST / Annual Filing
CURRENT FINANCE TRACKING
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QuickBooks Online
Excel Spreadsheets
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BUSINESS STRUCTURE
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Sole Proprietor
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Partners
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FINANCIAL REPORTING
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BANK ACCOUNTS IN USE
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WHAT SERVICES ARE YOU INTERESTED IN
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Maintenance Bookkeeping
Administrative Strategy
Payroll Support
New Business Support
Consultations / Education
Rescue Work (+3 months)
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PAYROLL (if applicable)
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