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.