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Fit Questionnaire

Please complete the following questions so we can see how best we can help you as your future accountant. There is no obligation to retain us by completing this form.

Company Profile:

Years in operation*
Annual revenue last year:*
Expected revenue this year:*
Number of employees including owners if owner is actively involved in the business:*
Number of other businesses you own:*

Please number the following common business issues with 1 being the most pressing and 5 being the least pressing for your business.

With the following pairs of issues please select the issue that is most important to you.

Cash Flow*
Tax Compliance*
Owner Works*
Business value*
Is going paperless with your accounting of interest to you?*
Is having accountant support available of interest to you?*
Is having your accountant deal with CRA on your behalf important to you?*
Is regular or periodic CPA advice important to you?*
Finally, are you more interested in doing the minimum to get or remain tax compliant or do you want help growing your business? Select the one that best fits the way you feel today.*

If you want us to reach out to explore accounting and tax packages, please provide your name and email below. We try to be as prompt as possible – if you don’t hear from us by the end of the next business day something went wrong. Call or email: 403-949-7795, [email protected].