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New Client Setup

Please complete the form below to get started. No payment is taken at this time.

Primary Contact Information

First Name

Last Name

Contact Title

Username

Password

Phone Number

eMail Address

Contact Preference

Basic Information

Business Name

Link ID

Phone Number

eMail Address

Website URL

Mailing Address

Business Information

Business Number

Business Type

Business Model

Industry

Offerings

Sales

Services

Tips

Rentals

Start Date

Year End

Current Staff

Bookkeeper

Accountant

Financial Activity & Scope

Chequing Accounts

Savings Accounts

Credit Cards

Lines of Credit

Bank Loans

Mortgages

Financial Software

GST Remittance

GST Number

Tracking

Inventory

Jobs

Projects

Other

Help with

Accounts Receivable

Accounts Payable

Year-End

Catch-Up

Other

Technology & Tools

Cloud-based bookkeeping is the foundation of Zentry Bookkeeping. Are you open to using cloud-based software for the following tasks?*

Tools

Payment Collection

Document Sharing

Payroll

Reporting

Current Tools

Goals & Preferences

Pain Points

Bookkeeping Needs

Involvement

How involved do you want to be with your books?

New Client Setup

Primary Contact Information

First Name

Last Name

Contact Title

Username

Password

Password

Phone Number

eMail Address

Contact Preference

Basic Information

Business Name

Link ID

Phone Number

eMail Address

Website URL

Mailing Address

Business Information

Business Number

Business Type

Business Model

Industry

Offerings

Start Date

Year End

Current Staff

Financial Activity & Scope

Chequing Accounts

Savings Accounts

Credit Cards

Lines of Credit

Bank Loans

Mortgages

Financial Software

GST Remittance

GST Number

Tracking

Help with

Technology & Tools

Tools

Current Tools

Goals & Preferences

Pain Points

Bookkeeping Needs

Involvement

Anything Else?