Onboarding Form

First Name*

Last Name*

Contact Number* ✓ Valid

Email*

What type of business you are doing? (Construction, Services, Consulting, SaaS, Restaurant,etc.)*

What accounting software are you using?

What is your biggest challege in business finance and accounting management?*

What services do you need from us?

Bookkeeping Payroll Taxes Controller/CFO

Company Legal Name*

Business Number*

Business Address*

How many years has your business been active?*

Are you incorporated?*

Yes No Unsure

Are you GST/HST Registered?*

Yes No Unsure

Are you PST Registered?*

Yes No Unsure

Are you registered with workers compensation board?*

Yes No Unsure

Number of Business Bank plus Credit Card Accounts?*

Estimated volume of transaction per month?*

How many employees do you have?*

What tax services do you need from us?

GST/HST PST Income Tax Unsure

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