Client Intake Form | Balance My Books

Step 1 of 4

About You

Basic contact details so I know who I'm working with.

First Name * Please enter your first name.

Last Name * Please enter your last name.

Email Address * Please enter a valid email.

Phone Number

Preferred Contact Method *

Phone / Text

Please select a preferred contact method.

How did you hear about Balance My Books? (optional)

Step 2 of 4

Your Business

Tell me a bit about what you do so I can understand your needs.

Business Name * Please enter your business name.

Business Website (optional)

Province * Please select a province.

Business Structure * Please select a business structure.

Industry / Type of Business * Please select an industry.

Approximate Annual Revenue

Are you registered for GST/HST? *

Yes, I am registered

No, I am not registered

Please select one.

Do you have employees or subcontractors? *

No, just me

Subcontractors only

Yes, employees

Please select one.

Step 4 of 4

Review and Submit

Take a moment to confirm your information looks correct before submitting.

By submitting this form, you understand this is an intake form only and does not constitute a service agreement. Balance My Books will follow up within one to two business days to discuss next steps.

✓

You're all set!

Thank you for reaching out to Balance My Books. I'll review your information and be in touch within one to two business days to discuss next steps and answer any questions.

In the meantime, feel free to visit balancemybooks.ca if you have questions.