Bookkeeping Intake Form

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New Client Intake Form

Welcome to Pro Services. Please provide the details below to help us understand your bookkeeping needs and streamline your onboarding process.

First name

Last name

Email

Phone

Address

Company name

Business Number

Company Structure Sole Prop - Partnership - Corp - When did you incorporate?

Describe the current state of your books - are you up to date? Behind?

What is the last year filed?

Do you have a Bookkeeper? Accountant?

How do your clients pay you?

Credit Card

E-Transfer

Cheque

Point of Sale

Other

How do you pay expenses?

Credit card

E-Transfer

Cheque

Other

How many bank accounts & credit cards are for your business?

How many transactions do you have per month?

0-25

25-50

50-100

100+

Do you have

Option 1

Option 2

Do you have employees? Do you require payroll?

Any additional info we should know. Example - I have a USD account.

Contact

Alicia@pro-services.info
403-860-1948

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