Regular bookkeeping

About your business

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Section 1 of 5

About your business

Answer to the best of your knowledge — you can revise later.

How many transactions do you have a month?

If you are using a Bulk Import, do not include sales in this number.

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What was your annual sales revenue for the last 12 months or last year?

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What type of business do you own?

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What Type of Business Entity are you?

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Can we Bulk Import your Sales? How Often?

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Are you registered for GST/HST sales tax?

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How many jurisdictions are you registered for PST with?

How many VAT Sales Tax filings each year do we need to manage through 1StopVAT (EU/UK)

How Many USA VAT Sales Tax sales tax filings are needed each year through 1StopVAT?

Do you track accounts receivable?

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Do you issue POs and need us to convert POs to bills and make adjustments to match the bills?

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How many active bank accounts do you have?

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How many active credit card accounts and Lines of Credit do you have? Include Shopify Capital Loan

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If needed, do you want Financly to create your bank feeds in QBO or will you take care of this each month? List # of accounts we need to manually create feeds for.

How many loans do you have? Where is usually 1 payment and 1 interest entry per month.

How many PayPal accounts do you have for your business?

For your PayPal Accounts, how many currencies are showing on your statements?

For PayPal, Do you have sales in any currency other than your home currency?

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How many E-com Platforms & payment gateways do you have? (Amazon, Shopify, Stripe etc)

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Do you have any E-com platforms or payment gateways that will require manual entry?

How many E-com platforms do we have custom reconciliation/allocation processes for? (i.e.adj for tips, allocation of sales adj)

What payment processing method does your business use?

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Are you willing to use Booke.ai/Dext for Document capture?

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How often do you want your bookkeeping updated?

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How often would you like to meet with your bookkeeper?

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