Email
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Name
First Name
Last Name
How did you hear about Flow State Bookkeeping?
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Please select all that apply. I'm looking for help with:
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Ongoing Bookkeeping Support (monthly services)
Bookkeeping Consultation (hourly services)
Special Project (short-term contract, hourly services)
Other
Legal business name
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Please provide a brief description of your business (products and/or services) or project:
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What is the structure of your business?
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Sole Proprietor
Partnership
Corporation
I don't have a business, I just need help getting my personal finances organized
What bookkeeping software do you use?
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QuickBooks Online
Wave
Xero
Excel Spreadsheet
I don't use a bookkeeping software
Other
Do you use any of the following sales platforms? Please select all that apply.
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Square
Squarespace
Shopify
Stripe
Kajabi
Eventbrite
Wix
Acuity
Jane
Other
Are you a GST registrant?
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Yes I file returns annually
Yes I file returns quarterly
No
I'm not sure
Are you a PST registrant?
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Yes
No
I'm not sure
Are you or will you be looking for payroll support?
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Yes and I have between 1 - 5 employees
Yes and I have over 5 employees
Not currently, but I plan to hire in future
I don't have employees and I don't plan on hiring
Do you currently separate your business and personal finances?
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Yes, I keep separate accounts for business
No, my personal and business transactions are mixed
I'm not sure
What is the total number of bank accounts (e.g. chequing, savings) you use for business?
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What is the total number of credit accounts (e.g. VISA, MC, lines of credit) you use for business?
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Do you work with a professional income tax preparer at tax time?
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Yes, I work with a Certified Professional Accountant (CPA, CGA)
Yes, I work with a tax preparer
No, I don't work with a financial professional for tax filing
How much time do you currently spend on your bookkeeping monthly?
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What is your expected budget for professional bookkeeping services?
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