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Business Intake Checklist Form
We would love to learn more about your business. Please complete this intake form to help us determine if K.P. Solutions would be a good fit for your business and bookkeeping needs.
Business Intake Checklist
1
Pricing Fit Check
2
Location Check
3
Software Use
4
Bank Feed Check
5
Business Info
6
Review
Pricing Fit Check
Please take a moment to review our
Pricing Page
before continuing.
Does our pricing seem like a good match for your business?
(Required)
No
Yes
Thank you for your interest.
We’re sorry our pricing may not be suitable. Please consider a
business consultation
to see how we might provide value to your business.
Please proceed to
Step 2 – Location Check
!
Location Check
Is your business registered and operating in Ontario?
(Required)
No
Yes
Thank you for reaching out.
At this time, we exclusively serve clients located in Ontario. If you’re located elsewhere, you might consider reaching out to
Kirk CPA
— they may be a better fit for your region.
Please proceed to
Step 3 – Software Use
!
Software Use
Do you use QuickBooks Online (QBO)?
(Required)
No
Yes
For more information about QuickBooks Online, please
click here
.
Are you open to transitioning to QBO?
No
Yes
For more information about QuickBooks Online, please
click here
.
Thanks for your interest.
Our practice is dedicated exclusively to clients using QuickBooks Online (QBO). If you’re using a different platform, you might find
DS CPA
to be a better fit for your needs.
Please proceed to
Step 4 – Bank Feed Check
!
Bank Feed Check
Are your bank feeds connected in QBO?
(Required)
No
Yes
Are you willing to connect your bank feeds?
(Required)
No
Yes
I would like more information before deciding
Is this due to HIPAA compliance
(Required)
No
Yes
Thank you for considering us.
We’ve found that we do our most efficient and accurate work when connected feeds are in place. If that’s not the case for you,
Busy Books
might be a better fit for your current setup.
Please proceed to
Step 5 – Business Info
!
Almost there!
Congratulations on meeting and/or agreeing to the workflow that guarantees the most efficient method regarding
K.P. Solutions
managing your books!
Tell Us About Your Business
Business Name
(Required)
Contact Person
(Required)
First Name
Last Name
Email
(Required)
Enter Email
Confirm Email
Phone Number
Website
Please provide a brief descripton of your business activites
(Required)
Please review the information you have provided.
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Consent
(Required)
I agree to allow a representative from K. P. Solutions to contact me using the information provided.
After submitting this form, you will be asked to book a
30-minute Discovery Call
using our Calendly system.
