604 662 3964 [email protected]

Business Information Form

Tell us a little bit about yourself and your business using the form below. We’ll call you back within 48 hours and set up a time to meet.

Business Name *

First Name *

Last Name *

Email *

Business Phone *

Please tell us about yourself and your business and we’ll contact you within 48 hours to set up a meeting.

1. What is your annual gross income?

2. Please describe the primary nature of your business, including how long you have been in operation and the number employees:

3. What do you value or consider important when partnering with a back-end service / accounting firm?

4. What are your priorities and expectations of working with an external accounting service?

5. What are your long-term plans or interests for your business? Where would you like to see your business in 5 years?

6. What type of accounting software do you use? (i.e. Sage or Quickbooks)

7. Do you currently have a bookkeeper or clerical person employed in your business?

8. Is your payroll processed in-house or processed externally using a service such as ADP or Ceridian?

Thank you. We look forward to supporting you and your business!

Address: #204 – 1075 Marine Drive
North Vancouver, BC
V7P 1S6

Phone: 604 662 3964
Email: [email protected]

Business Hours: Monday to Friday 9:30am to 4:30pm