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Company Chronicles: Tell Us About Your Business
Share your company's basic information to help us understand your business needs and provide tailored services.
Enter your Contact Name *
Enter your Company’s Legal Name *
Enter your Company’s email Address *
Enter your Company’s Mailing Address *
Enter your Company’s Phone Number *
What is your Company’s Date Incorporated *
Enter your Business Number * (ending RC000_)
Enter your Provincial Corporation Number *
Select which business activity you belong to *
A
Medical
B
Construction
C
Trade
C
Other
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Accounting Allies: Your Past Partners
Provide details about your current or previous accountant.
This helps us coordinate and streamline your accounting needs.
Enter your Current or Predecessor Accountant’s Contact Name *
Enter your Current or Predecessor Accountant’s Email Address *
May we contact the previous accountant?
YES
NO
Enter your Bookkeeper Contact Name *
Enter your Bookkeeper Email Address *
Enter your Lawyer Contact Name *
Enter your Lawyer Email Address *
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The Nitty-Gritty: HST, Payroll, and Bookkeeping
Provide details on HST registration, payroll, and bookkeeping.
This ensures we cover all aspects of your business’s financial management
Are you registered for HST?
YES
NO
Who prepares your HST?
A
Internally
B
Goldstan
what is your Filing frequency?
A
Monthly
B
Quarterly
C
Annually
Are you registered for payroll?
YES
NO
Who prepares your payroll?
A
Internally
B
Goldstan
what is your Payroll frequency?
A
Bi-weekly
B
Monthly
Do you need bookkeeping services?
YES
NO
what is your Bookkeeping frequency?
A
Monthly
B
Quarterly
C
Annually
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Stakeholders Snapshot: Shareholder Details
Share information about your shareholders to help us understand the ownership structure of your company.
Their Full Name *
Their Title *
Their Class of Shares *
Their No. of Shares *
Their SIN Number
Their Full Name *
Their Title *
Their Class of Shares *
Their No. of Shares *
Their SIN Number
Remove family memBer
add family memBer
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Business Network:
Associated Companies
List any associated companies.
This helps us understand your business’s network and interrelationships.
Their Full Name *
Their Business Number (ending RC000_) *
Their Year-End *
Their Full Name *
Their Business Number (ending RC000_) *
Their Year-End *
Select one...
First Choice
Second Choice
Third Choice
Remove family memBer
add family memBer
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Quebec Queries: Additional Information
If applicable, provide specific details required for businesses operating in Quebec.
Enter your Quebec Enterprise Number (NEQ)
Enter your Identification Number
Enter your Social Insurance Number (SIN)
How did you hear about Goldstan?
Select one...
First Choice
Second Choice
Third Choice
Describe any specific accounting or tax issues you are facing:
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Thank You!
Thank you for providing your information. A member of the Goldstone team will contact you shortly to discuss your needs and schedule your consultation.
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