Client Intake Form – AH Accounting Service

1 — Contact Information

First Name *

Last Name *

Phone Number *

Email Address *

Street Address

City

Province / Territory

Postal Code

Preferred Contact Method

Best Time to Reach You

2 — Business Information

Business / Operating Name (if applicable)

Legal Business Structure

Industry / Type of Business

Business Number (BN) — CRA

GST / HST Registration Number

Province of Registration

Year Business Established

Number of Employees

Annual Revenue (approx.)

3 — Tax & CRA Information

Are you registered for GST / HST?

Yes No Not Sure

GST / HST Filing Frequency

Do you have employees / run payroll?

Yes No

Payroll Remittance Frequency

Fiscal Year End

Last Year Taxes Were Filed

4 — Services Needed

Select all that apply.

Other services / details

5 — Current Accounting Setup

Accounting Software Currently Used

How Are Books Currently Maintained?

Are your books current or do they need catch-up work?

Books are current A few months behind A year or more behind Not sure

6 — Banking & Accounts

Number of Bank Accounts

Number of Credit Card Accounts

Primary Bank

Payment Processor (if any)

7 — Goals & Additional Information

What is your primary goal in working with us? *

How did you hear about AH Accounting Service?

Any additional notes or questions for us?

8 — Authorization & Signature

By signing below, I confirm that the information provided is accurate and complete to the best of my knowledge. I authorize AH Accounting Service to use this information to evaluate and provide bookkeeping services on my behalf. I understand that my personal information is collected in accordance with applicable Canadian privacy legislation (PIPEDA).

Printed Full Name *

Date *

Signature

Sign here (print & sign, or use digital signature tool)