Business Name
Contact Person
Phone Number
Email
How did you hear about K.P. S.
How long have you been in business?
What is your annual gross revenue?
What is your fiscal year end?
What are you looking to accomplish through working together
Please describe your current bookkeeping process, including who is responsiblefor tasks, what programs/software you use.
Why are you looking for a new bookkeeper?
Please explain
Are you registered for HST? If so, what are your remittance requirements
Does your company have payroll? If so, how many employees? How often ispayroll? How often do you remit payroll deductions and WSIB
Are your compliance tasks up to date (HST, payroll, other CRA requirements, taxreporting, etc.)? If not, what is currently outstanding?
What is the most recent fiscal year-end that was completed? Who was it completed by?
What business software, apps and other tech items are you currently using or familiar with? Are there any you have heard of and interested in learning more or utilizing within your business?
Any other comments? (e.g. other notable deadlines, requirements
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