Bookkeeping Referral Question Title * 1. Business Name: Question Title * 2. Business Contact Information: Owner's Name: Address1: Address2: Phone Number: E-mail: Website: Question Title * 3. Years of bookkeeping experience: Question Title * 4. What rate do you charge? Question Title * 5. Are you currently accepting new clients? Yes Not at this time - Please comment: Question Title * 6. What level of bookkeeping education have you obtained? High School Accounting courses College Accounting courses Certificate program University degree Other (please specify) Question Title * 7. What kind of computer programs have you used? Quick Books Simply Accounting/Sage Excel Acc Pac Other (please specify) Question Title * 8. What have you been responsible for: A/P A/R General ledger Payroll ROE WCB Extended Benefits GST returns PST returns Set-up chart of accounts Created and categorized new accounts Year-end preparation T4 T5 Income Tax return Corporate tax return Inventory Bank reconciliation Budgets/Forecasting Other (please specify) Question Title * 9. What types of businesses have you worked with? Existing Businesses New Businesses Start-ups Businesses being sold Businesses being closed Sole proprietorship Partnership Limited / Incorporated Non-Profit Other (please specify) Question Title * 10. In what industry have you worked? Retail Forestry Manufacturing Restaurant Construction Import/Export Service companies Trades - ie. welding, plumbing, electrical... Other (please specify) Question Title * 11. How often in a year do you review financial statements with the business owner? Annually Quarterly Monthly Not at all Other (please specify) Question Title * 12. Under which of the following circumstances do you communicate with the accountant of the business? Year-end Clarifying accounting questions Editing chart of accounts Remittances No receipts clarifying operational questions Questions to payroll None Other (please specify) Question Title * 13. Under which of the following circumstances do you communicate with the owner of the business? Year-end Clarifying accounting questions Editing chart of accounts Remittances No receipts Clarifying operational questions Questions to payroll None Other (please specify) Question Title * 14. What specific audits have you been involved in? Corporate Taxes Personal Income Taxes Payroll GST PST WCB Import/Export Other (please specify) Done
