Get A Free, No-Obligation Bookkeeping Estimate

In order to give you an accurate estimate, we need to ask you about 18-22 questions (depending on if payroll is needed or not).

We do need all these details to give you an accurate quote. If all you want is a rough idea of our pricing, please click here to see some examples.

Before you start please make sure you get several months worth of bank and credit card statements and statements for any other financial accounts like PayPal, Stripe, Shopify, Square etc that you might use.

To help you prepare, here is a complete list of all the questions we need answers to:

LEGAL ENTITIES

How many legal entities are involved? (How many tax returns do you file for your companies (it's generally one tax return per legal entity)

BANK & CREDIT CARD ACCOUNTS & TRANSACTIONS

How many bank accounts do you have?

# of transactions/mo across all bank accounts

How many credit card accounts do you have?

# of transactions/mo across all credit card accounts

Any other accounts to be reconciled, like Paypal, Stripe, Shopify etc? # of transactions/mo

PAYROLL

Is there payroll you want us to manage?

Which payroll system do you want to use? WagePoint is recommended.

How many employees on payroll? How many pay days per month?

Which of these do we need to source deduct and remit beyond CPP, EI: WSIB, EHT, Union dues, other?

Do your employees submit expenses that need to be reimbursed with payroll?


TAX

Do you pay HST quarterly, or annually, or monthly?

Do you want us to calculate and file your HST returns?

INVOICING & BILL PAYMENT

Do you want our help preparing invoices?

Do you want us to pay vendors who invoice you through Plooto.com? How many bill payments do you make per month?

Do you need any cheques prepared each month?

MISCELLANEOUS

Are quarterly review meetings with your bookkeeper good, or do you want monthly?

When is your fiscal year end?

How many months of historical data do we need to import, categorize and reconcile?

What is your current accounting software?

Do you want Job Costing (a feature within the accounting software to track Profit & Loss on a per job basis)

Once you have sourced this information, please click the Proceed to Quote Form button to continue.

If you are on mobile and want this form emailed to you so you can fill it in later on a larger screen when you have all the data handy, fill in your email and we'll do that.
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