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Your Quote: FREE CUSTOMIZED NO OBLIGATION
Naniah Consulting strives to provide our clients with efficient and cost-effective financial solutions. In order to provide you with an optimal solution, we provide free consultations to better understand your business needs.
Many of our clients preferred to have an estimate of a quote before engaging in a consultation. If this sounds like you, we have prepared a detailed Request for Quote Form which will provide you with a more accurate estimate of our services. There are approximately 15-30 questions depending on your needs (for example, if payroll or tax preparation is needed) and can take up to 30 mins to complete.
If you would like to see a rough idea of our pricing models, you can see some examples here.
Once the form is completed, we will get back to you within 24 hours with your free, no-obligation, custom quote along with a link to our calendar to schedule a call if you choose to follow-up.
At Naniah Consulting, your privacy is valued. We will use the information you provide solely to provide you with a quote. We will not sell or divulge your information to any other party. All information gathered from the form is deleted every 30 days.
Before you begin, please see the list of questions below that will be asked so that you can gather any necessary documentation.
REQUEST A QUOTE FORM QUESTIONS
BOOKKEEPING SERVICES
What accounting software, if any, do you currently use?
Do you need a one-time clean up or ongoing services?
For clean up, how many months behind are you?
For ongoing services, how often do you need bookkeeping?
Are you on a cash or accrual based accounting system?
Do you require Job Costing (to track Profit and Loss per job or project) or Classes (to track Income and Expenses to categories, such as specific grants or programs)?
How many hours does it currently take to do the bookkeeping each month?
Accounts
Do you use online banking?
How many bank accounts do you have?
How many credit card accounts do you have?
Do you use any other financial software accounts such as PayPal, Stripe, Square, etc?
Average number of transactions per months across all bank accounts, credit cards and other finance based accounts.**
Would you like reconciliations done monthly or quarterly?
Accounts Receivable and Accounts Payable
Do you require assistance preparing and sending invoices?
Would you like us to enter your payments and deposits?
Do you require assistance entering bills?
Would you like us to pay your suppliers for you?
If yes, how many payments do you make per month?
Taxes
Do you submit GST/HST monthly, quarterly or annually?
How do you calculate and file your GST/HST returns?
PAYROLL SERVICES
What payroll system do you currently use?
How many employees do you have?
How many pay days per month?
Do you have employees on different pay schedules (for example, full-time staff paid monthly and part-time staff paid bi-weekly)?
Aside from the regular deductions, such as CPP, EI and WSIB, do you withhold and remit any other payments?
Do you reimburse employee paid expenses with payroll?
How do you submit your payroll remittance?
ACCOUNTING SERVICES
Do you require monthly, quarterly or annual financial statements?
Do you require the standard set of financial statements or custom reports?
Would you like to review and discuss your financial statements monthly or quarterly?
TAX PREPARATION SERVICES
Do you require personal tax filings?
If yes, situational questions will be asked as it relates to tax filings.
How many years of personal tax filings? Please keep in mind that we can only file for the current year and two previous years.
Do you require corporate tax filings?
How many years of corporate tax filings?
BUDGETING SERVICES
Do you require monthly, quarterly or an annual budget?
Would you like variance reports monthly, quarterly or annually?
**We ask that you take an average of transactions from the last six months. If you prefer, there is an option to upload your statements instead so that we can calculate it for you.
Once you have gathered this information, please proceed to the Request for Quote Form to continue. We will be in touch within 24 hours. We look forward to providing you with your free, customized, no-obligation quote!
NANIAH CONSULTING
Naniah Consulting is positioned to serve small to medium size businesses and non-profit organizations with remote bookkeeping services throughout Canada.
SERVICES
Bookkeeping
Payroll
Accounting
Tax Preparation
Budgeting
