Service Assessment Questionnaire

Contact Information

Company Name(Required)

Company Address(Required)

Street Address Address Line 2 City Province Postal Code

Name(Required)

First Last

Email(Required)

Enter Email Confirm Email

Business Information

What is your business structure?(Required)

Sole proprietor

Incorporated

Partnership

NFP

Charity

Other

If partnership, who are the other partners and what are the % ownerships?(Required)

When does your fiscal year end?(Required)

Tax Filing

How often do you file HST/GST?(Required)

Is it done through your current accounting program features?(Required)

Do you file any other sales/provincial taxes?(Required)

Payroll

Do you have payroll?(Required)

Yes

How often do people get paid?(Required)

Salary or hourly?(Required)

How many employees do you have?(Required)

Do you want us to run and deposit your payroll directly into your employees' personal bank accounts?(Required)

Yes

How often do you submit payroll taxes?(Required)

Do you use an external payroll service (such as ADP or Payment evolution)?(Required)

Yes

Which external payroll service do you use?

Do you want to keep using this or for us to take over payroll? (Required)

Yes

Bank Accounts

How many business bank accounts do you have to be reconciled?(Required)

Please include traditional banks, as well as online banks such as PayPal/Stripe.

How many transactions go through each account in a typical month?(Required)

If you're unsure, count the transactions on your statements. Please list all accounts and the number of monthly transactions for each. Include each account on one line (RBC, BMO, etc.), including the number of monthly transactions.

Credit Cards, LOCs and Loans

How many business credit cards/loans/lines of credit do you have to be reconciled?(Required)

How many transactions go through each account in a typical month?(Required)

If you're unsure, count the transactions on your statements. Please list all accounts and the number of monthly transactions for each. Include each account on one line (RBC, BMO, Stripe, Paypal, etc.), including the number of monthly transactions.

Quickbooks Online

Are you currently using QuickBooks Online (QBO)?(Required)

Yes

What version do you have?(Required)

EasyStart

Essentials

Plus

Advanced

You can find this information by going to the wheel on the top right-hand corner and choosing ''subscriptions and billing. "

How many invoices/sales receipts do you process per month from QBO?(Required)

For this information, please run the QBO Report - Sales by Customer Detail (for 3 months)

Upload QBO Report - Sales by Customer Detail (for 3 months) here:

Max. file size: 50 MB.

Which software and version are you using?(Required)

How many invoices/sales receipts do you process per month from other systems?(Required)

Is it a desktop version or cloud based?(Required)

Desktop

Cloud-based

Document Storage

What are you using for document storage?(Required)

Online

Paper

A combination of online and paper

What are you using for online financial document storage?(Required)

Are you happy with it?(Required)

Yes

How do you store your paper documents?(Required)

Additional Questions

On a scale of 1 to 5 (1 being no bookkeeping experience and 5 being a pro) rate your financial literacy for business.(Required)

Do you need help with paying bills or client invoice payment collection?(Required)

Yes

Do you use expense reports in your company?(Required)

Yes

How are they processed?(Required)

Are you using purchase orders with most of your vendors?(Required)

Yes

Who is preparing them, and do you need support with this?(Required)

Are you a project-based business?(Required)

Yes

What is the average length of a project (i.e., one week, one month, etc.)(Required)

Do you currently do project accounting, or would you like to start doing project accounting?(Required)

Yes

Please tell us how you are doing project accounting, in a few words.(Required)

Do you keep track of inventory? If so, what software are you using to do so?(Required)

How often do you want your accounting to be up to date (i.e., weekly, monthly)?(Required)

Do you currently allow your clients to pay by credit card? If so, what merchant are you using and is it automatically fed into your accounting software?(Required)

How often would you like to receive a report on your financial situation?(Required)

What information / metrics are you curious about?(Required)

What frequency would you like to have recurring meetings with us to discuss results/issues?(Required)

Please tell us which of the following service providers you currently have and if you are happy with them, or if you would like a second opinion.

Accountant(Required)

Business coach(Required)

Lawyer(Required)

Employee benefits expert / Insurance broker(Required)

Virtual assistant/admin(Required)

Last Question!

Is there anything else special about your business that you want to tell us about?(Required)

We believe in small business as a life choice. Entrepreneurs rock!
We believe money is a business’ lifeblood and needs to be treated as such. Pay attention to it!
We believe financial data management is the soundest way to a financially healthy business.

We dig numbers

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