Consultation bookkeeping Questionnaire - Kelowna Bookkeeping | Cloud-based bookkeepers, accountants, tax preparation for the Okanagan

Consultation and Bookkeeping Questionnaire

Thank you for contacting us. We specialize in consulting/bookkeeping for small businesses and we look forward to getting to know you and your business. To help us get started please fill out this form and return it to us so that we can best direct you in the services that meet your needs.

About Your Business:

Legal company name:

Is the name registered:YesNo

If yes: date filed and registered:

Corporate Registry Number:

CRA Business Number:

Copy attached:YesNo

Business Address:

Website:

Contact person(s):

Position/Title:

Cell: *

Email: *

Is your business a:New BusinessExisting Business

If existing, months/years in business:

Are you a:Sole ProprietorPartnership (Proprietor)Limited Company (Ltd.)Incorporated Company (Inc.)

Fiscal Year End date:

Last Year End date completed was:

Completed by (Bookkeeper & Firm names):

Last Corporate tax return date completed was:

Completed by (Accountant & Firm names):

Phone Number:

New Accountant required?YesNo

Incorporation Date:

Incorporation Number:

Share Structure:

Last Annual Report file date:

Corporate Lawyer Name:

Corporate Law Firm:

Services you are interested in:

Consultation & Electronic File Start Up (Package Deal).Other

Bookkeeping Services:

Bank & Credit Card reconciliation servicesCRA GST Reporting and remitting servicesCRA various installment remitting services (Cashflow management)PST Reporting and remitting servicesWorkSafe BC reporting and remitting servicesPayroll SupportPersonal/Proprietor Tax Returns

Other

Operating Activities:

Banking:

Business banking serviced through which bank?

Credit Card serviced through which bank?

Do you have recurring transactions

Accounts Receivable:Invoice issued through QBO in houseInvoice issued Other

Point of Sale (POS) System:

SquareStripe

Other

How are your expenses handled? Vendor receipts posted as date indicated

Payroll:

Does your company hire:

EmployeesSubcontractors

Payroll Types:

HourlySalaryCommission

Payroll Frequency:WeeklyBi‐WeeklySemi‐MonthlyMonthly

Payroll Payable (payroll companies usually require 2 days) :2 daysOther

Do you have an extended benefits plan?:YesNo

Do you have a cost plus medical reimbursement plan?:YesNo

Vacation Payable:Paid with each pay periodRetained

Stat Holidays:Calculated per Provincial requirements based on prior work history (in house).Calculated per Provincial requirements based on prior work history (payroll provider).

Set amount of time:4 hrs8 hrsother

Do your employees work overtime?YesNo

Compensation for overtime:Time + ½Banked hoursAveraging Agreement

Payroll remittances current:YesNo

Other Considerations:

Add additional questions or comments here:

One last thing please.

How did you hear about us?:

Why did you leave your last bookkeeper?:

Services you are interested in:

Bookkeeping Services:

Received by:

Point of Sale (POS) System:

Do you pay by:

Does your company hire:

Payroll Types:

Hours

Email