New Client Info

The information requested on this form is vital for us to determine if we are able to assist you in your accounting needs and that you provide on this questionnaire, as with all of your private information, will remain confidential. 

Mary Wilkes, CPB 

Legal Company Name
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Address
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Suite

City
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Province
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Postal Code
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Contact Person
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Contact's Position
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Contact's E-Mail
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Telephone
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Extension
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Cell Phone
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Fax

Preferred Contact Method
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Best Time to Contact You
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Best Day(s) to Contact You
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Date of Fiscal Year End

Is your business

Please describe your business and operating activities:

How did you hear about us?

What is it about us that encouraged you to make contact?
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What role do you see your accountant playing in your business?
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Are you a

Please describe your business and operating activities:

Are you registered for the GST?

Please describe your business and operating activities:

GST Filing frequency
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Registered for Payroll
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Payroll administered inhouse?
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Services Required
Choose as many as apply

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Does your company?
Carry inventory?
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Purchase items for resale?
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Have more than one bank account?
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Use a Corporate Credit Card?
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Have more than one credit card?
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Have a business loan or line of credit?
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Mix personal and corporate expenses?
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Have capital purchases?
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Have home office expenses?
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Use your personal vehicle for business activities?
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Issue dividends?
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Have unrelated shareholders?
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Other Services Required
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Please review your bank and credit card statements and provide the following information
Number of transactions per bank account, per month:
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Number of transactions per Credit Card, per month
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Number of shareholder loan transactions per month
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Number of transactions per month using cash
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Prove you are human
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