Tell us more about you and/or your business
Start
 
What's your name? Don't forget your last name! *

 
How did you hear about us? *

 
What's your phone number? Let's get a voice to that name! *

 
Where on earth are you located? *

 
Nice! Our founders are from Halifax, NS and Aylmer, QC

 
What industry do you work in? *

 
What's your business name? If you're a solopreneur, just write your first and last name :) *

 
Let's talk about what's bugging you.

What are your 3 biggest pain points for your business? *

 
So what services are you looking to talk with us about? *


 
What accounting platform are you using? *


 
Do you have any apps integrated with your accounting platform currently? *

     
 
We're so proud of you! You're well on your way to a paperless environment.

What apps do you have integrated currently? *

 
We're completely online and want you to be too. But don't worry, we're here to show you how awesome it will be.

 
What's your interest in a paperless environment? *


 
What if we showed you a workflow of what your paperless environment would look like - would you be interested then? *

     
 
Amazing! We'll have you in a paperless environment in no time!

 
Unfortunately we don't think we would be the right fit for your business and wish you the best of luck.

 
We're getting close to the end here, but we hope you're enjoying yourself.

Do you require bookkeeping services? *

     
 
Do you need accounts payable entry and payment? *

     
 
Do you need accounts receivable entry and collections? *

     
 
Do you want your bank and credit cards reconciled? *

     
 
Roughly how many transactions per month do you have in your bank account? *

 
Roughly how many transactions per month do you have in your credit card account? *

 
What is your most recent year-ended revenue? *


 
Now let's talk about sales and use taxes (GST/HST).

Do you want your GST/HST remitted? *

     
 
How often do you complete your GST/HST remittances? *


 
You're doing great!

Do you need corporate taxes completed? *

     
 
Corporate, nice!

Give me one second and I'll change from my sweat pants in to my suit!

Annnnnnd, ready!

 
Are you up-to-date on your corporate taxes? *

     
 
Uh oh, how many years behind are you? *

 
Do you want previous years tax returns completed? *

     
 
Do you need your personal tax return completed? *

     
 
Alright, let's get personal!

What is your marital status? *


 
Will we be preparing your partner's return too? *

     
 
How many dependents do you have? *

 
Let's learn more about your income situation.

Do you have employment income? *

     
 
Do you have self-employment income? *

     
 
Do you own a rental property? *

     
 
How many doors? *

 
Do you have capital gains/losses you want to include? *

     
 
Do you have investment income? *

     
 
Do you have foreign income? *

     
 
What accounting platform are you using? *


 
Do you have any apps integrated with your accounting platform currently? *

     
 
Well done! You're well on your way to a paperless environment.

What apps do you currently have integrated with your accounting platform? *

 
That's okay, we're here to help.

What apps of you considered integrating with your accounting platform, if any? *

 
Have you updated your process documents recently? *

     
 
Would you want your process documents updated? *

     
 
Would you want process documents for any software we integrate for you? *

     
 
Name 3 processes that you'd like to move online *

 
What accounting platform are you using? *


 
Do you have any apps integrated with your accounting platform currently? *

     
 
Well done! You're well on your way to a paperless environment.

What apps do you currently have integrated with your accounting platform? *

 
That's okay, we're here to help.

What apps of you considered integrating with your accounting platform, if any? *

 
Have you updated your process documents recently? *

     
 
Would you want your process documents updated? *

     
 
Would you want process documents for anything we train or educate you on? *

     
 
What sort of training are you looking for? *


 
One question left. Great job!

What industry does your business operate in? *

 
Last question: Is there anything else you'd like us to know about? *

 
Last question: Just kidding, we're done! *


 
Where are the founders of Blueprint Accounting from? *


You're done. Great job. Pat yourself on the back. High-five the nearest person to you.

We're excited to read your responses and we'll be in touch with you shortly.
End
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