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New Training Client Profile
Please fill out all fields below if one is unknown leave blank or write "N/A" and just reach out to me. This form will give me the required information to put your proposal package together to submit for funding!
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* Indicates required question
Email
*
Your email
Type of Industry
*
Your answer
Legal Company Name
*
Your answer
Operating Name (If different from above)
Your answer
Incorporation Date
MM
/
DD
/
YYYY
Shareholders name(s)
*
Your answer
Company Mailing Address
Street number, name, city, province & postal code
*
Your answer
Best Phone Number
*
Your answer
About Section (Short paragraph about the company and what it offers)
*This will be submitted to the funding department with the proposal
*
Your answer
Full Name of who will be completing the training?
If there is more then one, list both names (this will double the training quote)
*
Your answer
Do you have a separate business bank account?
(We will need access to complete the training)
*
Yes
No
Does your business bank account have "Tax Filing Services"?
(This is how we will pay your taxes, if you are not exempt)
Yes
No
Other:
Clear selection
Have you set up your CRA My Business Account?
HST (RT #), Corporate (RC #) &
Payroll (RP #)
(If applicable)
(We will need access to complete the training)
*
Yes
No
Other:
Do you currently have an accounting software in place?
If yes, please specify below
Your answer
Would you prefer to meet once or twice a week ?
This just gives me an idea of how to schedule our sessions together.
Once
Twice
Clear selection
Would you prefer in-person or virtual meetings?
You can book your sessions here!
https://calendar.app.google/bQYz4G7Seaam8FY27
In-person
Virtual
Hybrid
Clear selection
Payroll Set up & Training?
Yes
No
Clear selection
If yes to above, would you prefer ADP or QuickBooks Payroll
ADP
QuickBooks Payroll
Clear selection
Inventory Set up & Training? (I.e. selling & using QuickBooks to track product quanity)
Yes
No
Clear selection
Program of Choice (Description of each program in the link at the end)
Advanced QuickBooks Online Training, 35 - 56 hours
QuickBooks Online with Financial Management Training, 60 - 83 hours
QuickBooks Online with Financial Management Refresher Training, 50 - 73 hours
QuickBooks Online with Financial Management and Payroll Training, 84 - 99 hours
QuickBooks Online with Financial Management, Payroll, and Inventory Training, 92 - 99 hours
Clear selection
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