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Taking Care of Your Needs

Business Bookkeeping Questionnaire

These are some of the questions I will be asking you in regards to your business

​

Name of Business:

           

Type of Business:

 

What type of bookkeeping system do you currently use:

 

Is the business GST registered and file regularly:

GST Number:

 

Does your business have employees:

Number of employees:

Payroll frequency:

Payroll deduction remittance frequency:

 

Number of bank accounts:

Number of credit cards:

Number of Line of Credits:

Number of Loans:

 

Does your business have more than one division or location:

Number of divisions or locations:

 

Does your business have sales or expenses in foreign currency:

 

Number of transactions per month:

 

Does your company require reports:

If yes what type of reports:

Frequency of reports:

 

How often will you require bookkeeping:

Weekly

Monthly

Quarterly

Yearly

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