Client Intake Form

Let's get to know your business

We'll work with you to create a service package that fits your unique needs

Business Information

Business Name *

Business Type *

Business Number (BN)

GST Number

Contact Information

Contact Name *

Email Address *

Phone Number *

Business Address *

Services Needed

Please select the services you're interested in:

Accounts Receivable - Generating invoices to customers and sending payment reminders Cash, Bank and Credit Card Reconciliations - Creating accurate financial statements Accounts Payable - Ensuring all transactions are recorded properly Monthly Reporting - Preparing documentation for year-end Payroll Processing - Processing payroll and remitting source deductions to the CRA Tax Remittances - Calculating, filing and paying WCB, EHT, GST & PST remittances on time

Business Details

Number of Employees

Approximate Annual Revenue

Current Bookkeeping Status

Current Challenges or Goals

Meeting Preference

We start with an in-person meeting to get to know you and your business. When would you prefer to meet?

In-Person Meeting - I'd like to meet at your office in Sidney Video Call - I'd prefer a video conference call Phone Call - I'd prefer to start with a phone conversation

I agree to the Privacy Policy and consent to Sidney Bookkeeping collecting and using my information for the purpose of providing bookkeeping services. *

Questions?

We know every business has its own story, and we're here to listen.