BUSINESS START-UP INFORMATION
Sales Code
BUSINESS INFORMATION
CLIENT CONTACT NAME
BUSINESS NAME
TITLE
ANNUAL GROSS REVENUE
CURRENT ADDRESS
ACTUAL
ESTIMATED
BUSINESS YEAR-END
HOME / BUSINESS PHONE
YEAR INCORPORATED
CELL PHONE
BUSINESS STRUCTURE
PROPREITORSHIP
EMAIL
CORPORATION
ABOUT YOUR BUSINESS
PARTNERSHIP
TYPE OF BUSINESS
RETAIL
SERVICE
BOOKKEEPING SERVICES REQUIRED
TAX SERVICES REQUIRED
YEAR-END BOOKKEEPING AND TAX
CORPORATION TAX PREPARATION
YEAR-ROUND BOOKKEEPING AND TAX
PERSONAL TAX PREPARATION
GST FILINGS & PST REPORTING
EMPLOYEE INFORMATION
GST NUMBER
NUMBER OF EMPLOYEES
GST FILING FREQUENCY
QUARTERLY
ANNUALLY
PAYROLL FREQUENCY
PST ACCOUNT NUMBER
ARE YOU REQUIRED TO FILE WSIB?
YES
NO
WSIB ACCOUNT #
YOUR PREFERRED SYSTEM OF SENDING US THE BUSINESS INFORMATION EACH MONTH
VIA THE ENVELOPE SYSTEM
THE FAX SYSTEM
THE ON-LINE INFO SUBMIT SYSTEM
BANK LOANS & BUSINESS EQUIPMENT/VEHICLE FINANCED INFORMATION
BANK LOANS INFORMATION
DATE OPENED
LOAN AMT
NO. OF LOAN MONTHS
MTH PAYMENT
BUSINESS EQUIPMENT/VEHICLE FINANCED
TYPE OF EQUIPMENT
TRANSACTION DATE
TOTAL PRICE
DEPOSIT
Please provide a copy of the financing Agreement
Please provide us with a copy of the financing Agreement
BPM OUTSOURCING, INC 4261-A14 Highway 7 East Suite 885. Markham, Ontario L3R 9W6. Ph: (905) 305-6696
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