Business Facts Ltd.

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    • Home
    • Team
    • Services
    • About Us
    • Contact
      • Contact
      • Initial Appointment Docs
    • Resources

Business Facts Ltd.


  • Home
  • Team
  • Services
  • About Us
  • Contact
    • Contact
    • Initial Appointment Docs
  • Resources

initial appointment - Documents required

Additional Information

We require certain information in order to give you an accurate estimate. Below is a list of the information, questions and documents that will assist us.


  • Type of business structure– Sole proprietor, Partnership, Corporation
  • Number of businesses 
  • Business industry or main services
  • Fiscal year end
  • Bank/ credit card/paypal /stripe account statements 
  • Payroll :  # of employees, pay frequency (ie. Weekly/Bi-weekly etc), WSIB, EHT, employee expense reimbursements, health benefits, union dues
  • Taxes: HST (monthly, Quarterly or Annual); Corporate Tax; Payroll Taxes
  • Receivables / Payables -What accounting software is currently being used
  • Job Allocation: Do you need your income & expenses allocated to specific jobs?
  • Review Meetings – How often do you want to review your statements with us.

Business Facts Ltd

(519) 787-6600

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