We have compiled some checklists to help our new clients to prepare so that we can help in the most efficient way possible.
Not Sure Where to Start?
We would love to meet with you to talk about your business and how we might best support your operation. We have compiled a list that may help you get organized. Read on or click the button!
New Client Information
- Company Name
- Business Number
- Owner Name(s)
- Business Phone
- Cell Phone
- Email Address
- Business Type (Sole Proprietorship, Partnership, Incorporation)
- Fiscal Year End
- Registered for GST, PST, Worksafe BC
- Services Required (see downloadabe pdf for specifics)
- Bank Statements
- Credit Card Statments
- All Revenue for the Month
- Mobile Deposit Cheques
- All Receipts/Invoices
- Documents Received from Government Agencies (GST, Payroll, PST, Worksafe BC)
“I can’t believe it took us this long to make a change. So happy that we did. Numbers don’t lie.”