Bookkeeping Service Start-up Procedures
Thank you for your interest in our
you have decided to have us provide for your
bookkeeping needs, please do the
Click this Start-Up
Complete the form to provide
us with the information applicable to your business to allow us to
setup your bookkeeping system.
After you have completed the
section, come back to this page,
and click this link,
Personal Tax Information form to provide us
with your applicable personal tax filing information.
Click this Link and Complete the Personal
Tax Information form
Once we have received
all of the above service setup information, we will
contact you to schedule a brief telephone meeting to review the
After our brief
telephone meeting, we will send you a service start-up
confirmation email, including will be the following pdf
Terms of Engagement
A copy of our
standard "Terms of Engagement"
for you to review, sign and fax back to confirm your
acceptance and understanding of the services to be provided
and our mutual responsibilities.
Copy of the
applicable Authorization to
Represent form for you to sign and faxed back to
us, to allow us to send to CRA as notification that we are
your accountant representative for Tax Return and Tax
matters relating to the periods of our engagement.
Bookkeeping Transactions Organizer
A copy of
our start-up Bookkeeping Tax Organizer. This is designed to help new
clients easily pull together, organize and send us
all of the applicable business
information documents to get started.
This Organizer is a
simple checklist of what to
send us to eliminate the potential for missed deductions due
to overlooked expense.
Phone: (905) 477-7773