General Information

Business Entity Name

Your Name*

First Last

Email

How Many Years in Business*

Less Than One Year
1 - 3 Years
Over 3 Years

Are Income Tax Returns filed and up to date?*

Yes
No

Are GST Returns filed and up to date?*

Yes
No

Accounting

Fiscal Year End

Sales

Average Sales for the Year*

$1 - $50,000
$50,001 - $100,000
$100,001 - $200,000
$200,001 - $400,000
Over $400,001

Do you have inventory?*

Yes
No

Average Inventory Value

# of times inventory is counted per year

Do you import goods or materials from other countries that have to go through customs?*

Yes
No

Accounts Payable

For the following, please include all business banking, credit cards and paypal accounts. Numbers should be typical monthly amounts.

Number of cheques written per month*

These are physical cheques that are written or printed from a computer.

Number of automatic debits from your accounts*

These may include lease payments, insurance payments, mortgage payments, loan payments, WCB payments.

Number of business purchases using debit cards*

Number of business purchases using credit cards*

Number of cash transactions*

Total # of monthly transactions*

This field will autofill with a total of the numbers above if completed properly.

Accounts Receivables

Average total amount of outstanding (unpaid) invoices for a typical month end?*

$1 - $10,000
$10,001 - $20,000
$20,001 - $40,000
Over $40,000

Payroll

Do You Have More Than 10 Employees?*

Yes
No

How Many Employees Do You Have?*

Do You Use Sub Contractors?*

Yes
No

Number of Sub Contractors

How is the Payroll Processed Now?*

Manual by Me (My Company)
Manual by External Accountant
Payroll Service
We Don't Have Payroll Yet

Reports

How Would you Rate Your Understanding of Accounting

Future

Where Do You See Your Company in Two Years?