QBS Discovery Call

Discovery Call

At QBS, we specialize in empowering businesses with expert bookkeeping and CFO services to drive growth and financial health.

Full Name / Name of Key Personel

Business Name

Province

Type of Business

Incorporated

Sole Proprietor

Not-for-Profit

How long has the business been operating?

Best describe what you are in the business of doing. (What do you sell?)

Tell me about your current bookkeeping practices including software, how up to date you keep the books, how are your records organized?

Do you currently use a bookkeeper?

Yes

Do your currently have an accountant?

Yes

How many bank accounts do you operate with?

How many transactions are there in 1 month from all bank accounts total?

How many credit cards do you operate with?

How many transactions are there in 1 month from all credit card accounts?

How do you invoice for goods and services, and what are the payment terms?

How are expenses invoiced, and what are the payment terms?

Are there any loans?

Do you have payroll?

How many employees?

What is the company's total annual gross income?

What are your current tax filing requirements for Sales Tax (GST, PST, HST)?

What are you hoping to achieve by utilizing our services?

We are a virtual based business that uses cloud-based accounting software, are you comfortable sharing log in credentials so that we can update your bank feeds accurately, and pull statements as we need?

Discovery Call

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