New Business Client Intake Form - Clark Robinson
This intake form is designed for new business clients at Clark Robinson who require professional accounting services. It gathers essential information about the business and its owners to facilitate a comprehensive understanding of their needs. Complete this form to initiate your relationship with our dedicated team.
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How do I fill this out?
To fill out this form, begin by gathering all necessary business information, including details about ownership and fiscal status. Carefully follow each section, providing accurate data to ensure we can serve you best. Once completed, review your entries for any errors before submitting.
How to fill out the New Business Client Intake Form - Clark Robinson?
1
Gather all necessary documents and information.
2
Complete each section of the form accurately.
3
Provide contact details for all relevant parties.
4
Review the filled form for any errors.
5
Submit the completed form as instructed.
Who needs the New Business Client Intake Form - Clark Robinson?
1
New business owners who require accounting services.
2
Partnerships looking to establish a professional relationship with accountants.
3
Corporations needing to provide detailed financial information.
4
Non-profit organizations seeking accounting assistance.
5
Trust or estate managers needing to file proper documentation.
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What are the instructions for submitting this form?
To submit this form, kindly email it to accounting@clarkrobinson.com or fax it to 250-542-5116. You can also mail it directly to our office at 3109 32nd Avenue, Vernon, BC VIT 2M2. Ensure all sections are filled out accurately to avoid processing delays.
What are the important dates for this form in 2024 and 2025?
For 2024, ensure submission before April 30th for tax purposes. For 2025, the deadlines remain consistent, so plan accordingly and keep updated with any CRA notices that may apply.
What is the purpose of this form?
The purpose of this form is to collect essential information from new business clients seeking accounting services. It serves as a foundational document that allows Clark Robinson to understand the specific needs and circumstances of each client. This understanding is crucial to tailor accounting services and ensure compliance with regulatory requirements.
Tell me about this form and its components and fields line-by-line.
- 1. Business Name: The registered name of the business.
- 2. Physical Address: The physical location of the business.
- 3. Main Contact Name: The primary contact person for the business.
- 4. Email: Contact email for communication.
- 5. Fiscal Year End Date: The date that marks the end of the financial year.
- 6. CRA Business #: The business number assigned by the Canada Revenue Agency.
What happens if I fail to submit this form?
Failure to submit this form may lead to delays in your accounting services. It could also result in missed accounting deadlines and complications with regulatory compliance.
- Delayed Services: Your accounting support may be postponed until the form is received.
- Compliance Issues: Failure to provide necessary information may lead to compliance complications.
- Inaccurate Financial Reporting: Without proper documentation, financial reports may be unreliable.
How do I know when to use this form?
- 1. New Business Setup: When starting a new business that requires accounting services.
- 2. Change of Ownership: During ownership changes that necessitate updated financial information.
- 3. Annual Updates: For annual financial updates to maintain accurate records.
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Can I share the PDF after editing?
Yes, you can easily share the edited PDF through email or a shareable link.
How do I contact support if I need help?
You can reach our support team through the contact options available on the website.
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