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New Client Onboarding
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About
Services
Bookkeeping
Payroll Services
Personal Tax Returns
Resources
Downloads
Careers
Blog
New Client Onboarding
Team
About
Contact
Contact
New Client FOrm
Onboard with Upward
Request A Consultation
Call +1 519 669 2806
Questionnaire & Analysis
Fill out the following onboarding form.
"
*
" indicates required fields
Name
*
First
Last
How did you hear about Upward Financial?
*
Referral
Online Search
Social Media
Advertisement
Other
What led you to contact us?
*
What is your business structure?
*
Sole Proprietorship
Partnership
Corporation
Other
Name of Principles
Add
Remove
How long has your business been operating?
*
How did your business start?
Startup
Acquisition
Franchise
Family Business
Other
How would you describe the current stage of business?
*
Holding its own
Recovering
Slumping
Growing
Business Goals
What are your goals for the next year?
What are your goals for the next 2-5 years?
Do you have any succession plans in place? If so, please describe.
Current Status
What are your biggest administrative and accounting challenges? Please identify and explain the reasons behind these challenges.
Do you have a chartered or certified accountant handling your year-end financials?
Yes
No
What is your relationship with your current accountant?
Just tax preparation
Advisor
Regular consultations
Do you feel your accountant's fees are/were reasonable? Please explain.
Year-end date (if incorporated)
MM slash DD slash YYYY
Where are you in your filing?
On time
Behind
Not sure
Are you in compliance with the following?
Check all that apply
Payroll deductions
WSIB (Workplace Safety and Insurance Board)
HST (Harmonized Sales Tax)
EHT (Employer Health Tax) for larger payroll accounts
When are the following due and for which period?
Check all that apply
Payroll
WSIB
HST
EHT
Payroll Due Date
MM slash DD slash YYYY
Payroll Period
WSIB Due Date
MM slash DD slash YYYY
WSIB Period
HST Due Date
MM slash DD slash YYYY
HST Period
EHT Due Date
MM slash DD slash YYYY
EHT Period
Your Needs
How could Upward Financial best assist you with your business?
When do you expect the work to be completed
Weekly
Monthly
Quarterly
Annually
What key performance indicators (KPIs) do you use to measure the success of your business
What accounting or business management software/tools are you currently using? Are they meeting your needs?
Do you have a formal financial plan or budget in place? If so, how often is it reviewed and updated?
How satisfied are you with the current financial and administrative support you are receiving? What improvements would you like to see?
Are there any specific services or support that you wish Upward Financial offered that we currently do not?
Dated:
MM slash DD slash YYYY
