Tell us more about your business…

Name *

First Name

Last Name

Phone *

(###)

###

####

Address

Address 1

Address 2

City

State/Province

Zip/Postal Code

Country

Which statement best describes the state of your company's books today? *

Totally up to date

Nothing has been done since last year end

Very behind. Over a year.

I have no idea, but I don't think it's good.

Some work has been done in my current fiscal year, but it definitely needs to be reviewed.

Do you have a balance sheet? *

The reason why we ask this question is that it gives us insight into the state of your books so that we can provide you with a more accurate quote.

I don't know what a balance sheet is.

I do, but not sure how accurate it is.

Yes, an accurate balance sheet is readily available from my accounting software or my current bookkeeper.

Create your customer invoices *

I'm doing it and I want to keep doing it

I'm doing it and I want to delegate it to LLA

I have someone else doing it and want to delegate it to LLA

Someone else is doing it and I want to start doing it myself

I don't need to do invoicing since I have a POS system

Receiving client payments *

I'm doing it and I want to keep doing it

I'm doing it and I want to delegate it to LLA

I have someone else doing it and want to delegate it to LLA

Someone else is doing it and I want to start doing it myself

Entering business expenses *

I'm doing it and I want to keep doing it

I'm doing it and I want to delegate it to LLA

I have someone else doing it and want to delegate it to LLA

Someone else is doing it and I want to start doing it myself

Reconciling my bank/credit card accounts *

I'm doing it and I want to keep doing it

I'm doing it and I want to delegate it to LLA

I have someone else doing it and want to delegate it to LLA

Someone else is doing it and I want to start doing it myself

Payroll/payroll remits/WCB *

I need to set up a payroll account and I want to delegate it to LLA

I'm doing it and I want to keep doing it

I'm doing it and I want to delegate it to LLA

I have someone else doing it and want to delegate it to LLA

Someone else is doing it

I don't have payroll

File my personal tax return *

I'm doing it and I want to keep doing it

I'm doing it and I want to delegate it to LLA

I have someone else doing it and I want to delegate it to LLA

Someone else is doing it and I want to start doing it myself

How do your clients/customers pay you?

Check all that apply

Check

Email money transfer

Cash

Paypal or Venmo

Credit card merchant terminal

On trade or exchange for services

Square (or other mobile credit card processor)

Other

How do you pay for business expenses? *

Check all that apply

Check

Cash

Paypal or Venmo

Company credit card

Company debit card

Personal credit card

On trade or exchange for services

Select the type of bank cards that you use for your business. *

Business bank (Checking/savings) and Business Credit Card

Business bank (Checking/savings) and Personal Credit Card

Personal bank card (Checking/savings) and Personal Credit Card

Personal Bank (Checking/savings) and Business Credit Card

Other

How many bank accounts do you have *

If you have more than one of the same account type (ex. 2 checking accounts), please specify with Other

Checking

Savings

USD

Line of Credit

Other

What is your tax return status? *

Current and up to date

Paid in full

Paying on prior balances