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we’re a fit.

First name *

Last name *

Business name *

Email *

Province * Choose an optionAlbertaBritish ColumbiaManitobaNew BrunswickNewfoundland and LabradorNova ScotiaOntarioPrince Edward IslandQuebecSaskatchewanNorthwest TerritoriesNunavutYukon

Business type * Choose an optionConsultingProfessional servicesMarketing / creative agencyRecruitingCoachingTechnology / ITEvents / creative servicesIndependent contractorOther service businessRetailRestaurantConstructionE-commerceOther

Do you carry significant inventory? * Choose an optionYesNo

Which bookkeeping software do you use? * Choose an optionQuickBooks OnlineQuickBooks DesktopXeroSageSpreadsheetNoneOther

Approximate monthly transaction volume * Choose an optionUp to 7576–150151–300301–500More than 500Not sure

Number of bank / credit-card accounts * Choose an option1–234–56+Not sure

Currency * Choose an optionCAD onlyMostly CAD with occasional foreign transactionsRegular multi-currency

GST/HST registered? * Choose an optionYesNoNot sure

Payroll * Choose an optionNo payrollI use a third-party payroll providerI need payroll bookkeeping entries from provider reportsI need someone to run or process payroll (not offered)

What service do you need? * Choose an optionMonthly bookkeepingCatch-up bookkeeping: books are behindNot sure what I need

How far behind are your books? * Choose an optionUp to dateLess than one month1–3 months4–6 months7–12 monthsMore than 12 monthsI don’t know