Discovery Meeting

Let’s explore how Profit Point can support your business. Complete the short questionnaire to help us understand your bookkeeping needs. Once completed you will be redirected to our booking page where you will be able to choose a preferred time. We will review your request and contact you to confirm the meeting time and details. This allows us to provide a tailored quote and prepare for our first conversation.

Industry

Legal Structure

What is the organizations Fiscal year-end date?

In which regions does your business generate revenue?

Years in business

Number of payroll employees

What payroll system do you use?

Approximate annual revenue

Who currently handles your bookkeeping?

What accounting software do you currently use?

How often is your bookkeeping updated?

Are your bank and credit card accounts reconciled regularly?

How many credit cards does your business have?

How many monthly transactions do you have on all credit cards combined?

How many business bank accounts do you have?

How many monthly transactions do you have on all bank accounts combined?

GST/HST filing frequency

PST filing frequency

Do any of the following apply to your business?

Do you use a separate system for tracking sales?

How do you currently store receipts and invoices?

Are you currently working with an accountant/tax preparer?

What bookkeeping challenges are you currently facing?

Which services are you interested in?

How did you hear about us?

Is there anything else you would like us to know about your business, bookkeeping process or goals before our meeting?