EmailMe Form - BUSINESS QUESTIONNAIRE

What is your first name *

What is your last name *

What is the name of your company *

What is the address of your company *

What is your telephone number and ext *

What is your fax number

What is your email address *

What is your Skype ID

What is your TEAMVIEWER ID number

What is your TEAMVIEWER p a s s w o r d

What is your business entity type

Sole Proprietor

Partnership

Corporation

Date of last year end *

Date of the last bank reconciliation *

How many customer orders on the average monthly is received *

How many customer sales invoices on the average monthly is prepared *

Are all of the customer sales invoices entered within your records up to date ?

Yes

No

How many customer payments by cash and check are received from customers on the average monthly *

How many customer credit card payments are received from customers on the average monthly *

How many supplier purchase orders on the average monthly is prepared *

Are all of the supplier purchase invoices entered within your records up to date ?

Yes

No

How many unpaid expense invoices to either suppliers and credit cards owed on the average monthly *

How many checks, preauthorized bank payments and bank on line payments on the average monthly *

How many partners and directors in your business *

Do you have any individuals working for you which you deduct payroll taxes from *

Yes

No

How many active and previous individuals which worked for your company since January 1 *

How many active individuals currently work for your company today *

How frequently are individuals currently work for your company paid

Weekly

Bi-Weekly

Monthly

How is the payroll amounts remitted to your the individuals currently work for your company

Check

On line payment service

Cash

How do you remit your monthly payroll tax to the tax authorities

Tax remittence option through bank - On Line

Payroll service provider

Manually at bank teller by check

How do you remit your sales taxes to the tax authorities *

Tax remittence option through bank - On Line

Sales tax remittence service provider

Manually at bank teller by check

In which format is your payroll records maintained

Customary separate employee payroll cheques issued monthly.

Is your payroll records up to date

Yes

No

How many different credit card accounts are used for expenses of your company *

How many bank accounts are used for your company *

Number of separate customer payments/deposits monthly *

Customary frequency which deposits are delivered to bank *

Do you retain any merchandise in inventory for customer sales

Yes

No

What is the format of your current accounting system used *

When was the last reconciliation of your bank account against your books of account performed *

Approximately how many different out pocket expense cash receipts do you advance for expenses to of the company weekly *

If you have merchandise in inventory, what is the approximate different inventory items you offer to your customers

Does your company lease any these items *

Does your company have commercial overdraft *

Yes

No

Does your company do business with suppliers out of Canada *

Yes

No

Does your company use a Customer relationship management (CRM) system

This is a system for managing a company's interactions with current and future customers, using technology to organize, automate and synchronize sales, marketing, customer service, and technical support. *

Yes

No