Solid Sums Bookkeeping Inc

Book a Free Consultation

Get a tailored bookkeeping solution with Solid Sums Bookkeeping Inc. Our experts will analyze your needs and recommend customized services.

Fill out the form and we’ll get back to you with a consultation time.

Consultation Request Form

The only required details are your name and email address. However, the more details you can provide the better prepared we can be for the consultation. Please fill out as much as you’re comfortable with.

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Name *

Company Name

Email *

any industry you

Phone Number

Preferred Method of Contact:

email
phone

How did you hear about us?

Consultation Time Preferences

Monday Morning
Monday Afternoon
Monday Evening
Tuesday Morning
Tuesday Afternoon
Tuesday Evening
Wednesday Morning
Wednesday Afternoon
Wednesday Evening
Thursday Morning
Thursday Afternoon
Thursday Evening
Friday Morning
Friday Afternoon
Friday Evening

Consultation Location Preference:

email
phone
in your office

Who is currently taking care of your bookkeeping needs?

I’m doing it myself
A bookkeeper
I’m not sure
I’m not doing any
A CPA
Other

What regular bookkeeping services do you require?

Accounts Payable
Accounts Receivalbe
Cashbook & General Ledger
Period End (month/quarter/year)
Reporting
HST Services
Payroll Services
Deadline Management
Other Bookkeeping Services
I’m not sure

Learn more about our services at: solidsums.com/services/

Do you require any other services?

None / I’m not sure
Setup & Transfer Services
Catch-Up Bookkeeping Services
Consulting
Other

Learn more about our services at: solidsums.com/services/

What accounting software are you currently using?

Quickbooks Desktop
Quickbooks Online
Sage Accounting
Xero
Freshbooks
Wave
Excel
Other
None / I’m not sure

Are you considering switching software?

Yes
No
I don’t know / care

What industry are you in?

Please choose the industry that best represents your business.

What is your business structure?

There are four types of business structures in Ontario and each of them serve different legal and tax needs. Learn more at: https://www.ontario.ca/page/business/start/decide-ownership-structure

How many employees do you have?

How do you currently manage payroll?

I don’t have regular payroll
manually (via cheque or bank)
through my accounting software (Quickbooks, Sage, etc)
a third party (Payworks, ADP, Wagepoint)
I don’t know

How many bank & credit card accounts does your business have?

How many monthly transactions do you have?

Please provide an estimate of how many transactions occur across all your bank and credit card accounts.

Additional comments or message:

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