New Client Questionnaire

Thank you for your continued interest in our services!

AIS Solutions provides full cycle bookkeeping, project based catch-up and clean-up, QuickBooks Training, Software Conversions to QuickBooks and Small Business Advisory Services.

We want to make sure that you get the best fit for your needs, even if that is not with us. To that end, we have created this questionnaire so we can get a clear idea of where you are starting and where you would like to go.

We focus on deep, long-term relationships with our clients, partnering with you on your journey to fulfillment, success, and profit.

If you are just looking for basic bookkeeping and data entry services without the deeper strategy focus, we recommend checking out the “Institute of Professional Bookkeepers of Canada or the Canadian Bookkeeping Association for a bookkeeper who could be a better fit for your needs.

If you have not done so already, please visit our New Client Roadmap.  That page walks you through the steps and timeline for developing a relationship with our team.

We look forward to learning more about you and your business! Once you have filled out the questionnaire, one of our team will be in touch within 2 business days.

Thank you very much for taking time to complete this form. We will be in touch with you very shortly.

You can return to Getting Started With Us here.