New Client Info

Ramsey & Mahajan specializes in accounting and bookkeeping services for small businesses and we look forward to getting to know your business.

To make it easier for us to establish your client account, please fill out this form and submit it so that we can best direct our services to meet your needs.

Tell us about your business:

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Legal Company Name
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Contact Person(*)
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Contact's Position(*)
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Contact's E-Mail(*)
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Telephone(*)
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Extension
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Fax
Address(*)
Please enter your Company street address
Suite
City(*)
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Province(*)
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Postal Code(*)
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Website
   
Is your business
Please describe your business and operating activities:
Are you a

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Months
Years
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Fiscal Year End
Last year end completed was?
Who completed your last year end?
Please enter your province
Month/Year of latest posted transactions
Month/Year of last completed tax return
Who is your current/previous accountant?
Who is your previous bookkeeper?
Please enter your province
Reason for leaving previous bookkeeper
How did you hear about us?
   
Services Required
Choose as many as apply










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Tell us about other services you may need
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Banking
Dou you have a business bank account?
Please describe your business and operating activities:
If you have more than one account, please explain why
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Please list any automatic transactions that are posted monthly
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Dou you have a business credit card?
Please describe your business and operating activities:
If you have more than one, please explain
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Please list any automatic transactions that are charged monthly
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Sales
How are your sales handled? Check all that apply









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Are sales broken into categories?
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Is HST charged on sales?
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Are you registered for HST?
Please describe your business and operating activities:
If you are, what is your HST number?
How often is HST filed?

Please describe your business and operating activities:
Are your HST remittances current?
Please describe your business and operating activities:
In not, please provide details
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Expenses
How do you pay your invoices?
Check all that apply




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How would you prefer to have your vendor receipts posted?


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Would you like a list of your expense accounts so you can pre-code all of your payables?
Please describe your business and operating activities:
Do you use your vehicle for business?


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Percentage of business use?
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Do you use your home for business?


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Percentage of home business use?
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What accouting software do you use?
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Client data disk/zip drive provided?
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Payroll
Does your company hire
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How many employees do you have?
How are your employees paid?

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How often are employees paid?



Please describe your business and operating activities:
Payroll Payable



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Do you have a benefits plan?
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Vacation Payable
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Stat Holidays are
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Do your employees ever work overtime?
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If yes, please explain
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Compensation for Overtime

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Client will provide timesheets by


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Payroll Filed
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Payroll is filed by
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Are payroll remittances current
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If no, please provide details
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What is your WCB number
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WCB filed by
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Is the WCB labour report current? (Typically completed annually)
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If no, please provide details
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T4’s to be completed by PCB
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T5018’s to be completed by PCB
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TD1 forms are current and included for each employee
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Payroll Notes
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How we will work together
Financials to be issued


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Paperwork and data files
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Bookkeeping to be completed at
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Bookkeeping to be kept at
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Describe any additional requirements you may have
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Name three bookkeeping improvements needed
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Is there anything else we should know about your business?
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When should we start?
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Prove you are human
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