Bookkeeping Services

Business Overview

Business Name:

Your Name & Role:

Email Address:

Phone Number:

Website (if applicable):

Where is your business registered?

CanadaUSAOther
If Other:

What type of business do you operate?

Product ResellerDropshippingService ProviderDigital Products (e.g., courses, eBooks)Other
If Other:

What industry are you in?

Financial Operations

What is your current average monthly revenue?

Under $10K$10K–$50K$50K–$200K$200K+

How many monthly transactions?

Less than 5050–200200–500500+

Do you currently have a bookkeeper or accountant?

YesNo

If yes, what services do they provide?

Are your books currently up to date?

YesNo

If No – How far behind?

What accounting software do you currently use?

QuickBooks OnlineXeroWaveNoneOther
If Other:

Do you require assistance with software setup or training?

YesNoMaybe

Bookkeeping Needs

Which services are you currently interested in?

Monthly Transaction RecordingBank and Credit Card ReconciliationAccounts Payable (A/P)Accounts Receivable (A/R)Payroll SupportHST/GST/PST FilingFinancial ReportingYear-End Prep for AccountantCloud Accounting Setup/TrainingOther
If Other:

How do you currently manage your receipts/invoices?

Manually (email/folder)Receipt app (e.g., Dext, Hubdoc)Not organizedOther
If Other:

Do you sell on any of the following platforms?

AmazonShopifyeBayEtsyStripe/PayPalOther
If Other:

Expectations & Timeline

What’s your biggest frustration with bookkeeping right now?

What is your preferred communication method?

EmailPhoneWhatsAppZoom

When are you looking to get started with bookkeeping services?

ImmediatelyWithin 30 daysJust exploring options

Would you like a free consultation call?

YesNo