Work With Us

Thank you for reaching out to Eagleeye Bookkeeping Kelowna

We appreciate the opportunity to support your business.

To move forward, please complete the Client Intake Questionnaire below. This is the first and most important step in allowing us to assess your needs and determine the right scope, structure, and pricing for your bookkeeping.

Once submitted, we’ll review your information and follow up with clear next steps.

About Eagleeye Bookkeeping

Eagleeye Bookkeeping Inc. is a Kelowna-based bookkeeping firm serving businesses across the Okanagan. Since 2017, we’ve built our reputation on accuracy, reliability, and strong client relationships.

Our focus is simple: clean, complete financials—done right the first time.

Our Approach

• Accurate, audit-ready bookkeeping
• Clear, decision-ready financial reporting
• Efficient, organized systems that reduce year-end costs
• Ongoing support and practical financial insight

We don’t just maintain your books—we help you understand and use your numbers.

Before You Submit

By submitting this form, you confirm that the information provided is complete and accurate to the best of your knowledge.

Your responses directly impact how we scope your work and quote our services. Inaccurate or incomplete information may lead to changes in pricing, timelines, or recommendations once clarified.

A few extra minutes spent here ensures a smoother, more efficient onboarding—and better results from day one.

Who We Work Best With

Our best clients:

• Value accuracy and organized financials
• Communicate clearly and respond in a timely manner
• Provide complete documentation
• Are open to improving systems and processes

If that sounds like you, we’re likely a strong fit.

Complete the intake questionnaire to get started—we look forward to working together.

Name *

First

Last

SECTION 1 – Business Information

Phone Number *

SECTION 1 – Business Information

Email *

SECTION 1 – Business Information

Street Address *

SECTION 1 – Business Information

City *

SECTION 1 – Business Information

Province— Select Choice —British ColumbiaAlbertaManitobaSaskatchewanOntarioQuebecNew BrunswickNova ScotiaPrince Edward IslandNewfoundland and LabradorYukonNorthwest TerritoriesNunavut

Postal Code

SECTION 1 – Business Information

Website URL

SECTION 1 – Business Information

Business/Operating Name *

SECTION 1 – Business Information

Legal Entity Name *

SECTION 1 – Business Information

Entity Type *— Select Choice —Sole ProprietorCorporationPartnershipNon-ProfitOther

SECTION 1 – Business Information

CRA Business Number (BN) *

SECTION 1 – Business Information

Industry *

SECTION 1 – Business Information

Nature of Business

SECTION 1 – Business Information

Fiscal Year End *— Select Choice —January 31February 28March 31April 30May 31June 30July 31August 31September 30October 31November 30December 31

SECTION 1 – Business Information

Business Start Date *

SECTION 1 – Business Information

How many businesses do you own

SECTION 1 – Business Information

Are any of these entities connected

• Yes
• No

SECTION 1 – Business Information

Bookkeeping Software *— Select Choice —QuickBooks OnlineXeroWaveSageSpreadsheets onlyNoneOther

SECTION 1 – Business Information

GST/HST Number

SECTION 1 – Business Information

GST/HST Filing FrequencyMonthlyQuarterlyAnnuallyNot Registered

SECTION 1 – Business Information

PST Number (BC)

SECTION 1 – Business Information

PST Filing FrequencyMonthlyQuarterlyAnnuallyNot Registered

SECTION 1 – Business Information

Payroll Account Number

SECTION 1 – Business Information

WSIB/WCB Number

SECTION 1 – Business Information

Accountant Name *

SECTION 1 – Business Information

Services Required *

• Recurring Bookkeeping
• GST/HST Filing
• PST Filing
• Payroll Processing
• Payroll Remittances
• Bookkeeping Review
• Rescue / Catch Up Bookkeeping
• Diagnostic Review
• Software Setup
• Training
• Corporate Tax (T2)
• Personal Tax
• Accounting Software Migration
• Financial Reporting
• Financial Analysis/Consulting

How did you hear about us? *— Select Choice —Word of mouth / ReferralGoogle SearchBNI / NetworkingSocial MediaReturning ClientOther

If you selected "Word of Mouth/Referral," who referred you?

First

Last

SECTION 1 – Business Information

Business Bank Accounts – List all related business accounts *

Include: Institution (RBC/TD/CIBC etc) Account Type (Chequing/Savings/LOC/GST Savings etc) Last 4 digits of the card number. (example: RBC Chequing 1234)

Business Credit Cards – List all Business Related Credit Cards *

Include: Credit Card Company and last 4 digits of account number (example: CIBC Cashback Visa 4321)

Do you ever use personal/owner funds to pay business expenses? *

• Yes
• No
• Occationally

SECTION 2 – Financial Infrastructure

If you selected yes, how often and why?

SECTION 2 – Financial Infrastructure

to your in

Is your bookkeeping currently up to date? *

• Yes
• Behind 1-3 months
• Behind 3-6 months
• Behind 6+ months
• Over a year behind
• Multiple years behind

SECTION 2 – Financial Infrastructure

If catch-up/rescue work is required, please describe the reasons and the scope of work required to get caught up:

SECTION 2 – Financial Infrastructure

Sales Software Used

SECTION 2 – Financial Infrastructure

POS System Used (if applicable)

SECTION 2 – Financial Infrastructure

E-Commerce Platform(s) Used

SECTION 2 – Financial Infrastructure

Third-Party Apps Connected to Accounting Software (List all Payroll systems, payment processors, inventory apps, job costing tools, CRM, etc.)

SECTION 2 – Financial Infrastructure

Vendor/Supplier Portal Access (List all the Suppliers and Vendors of which you have an online portal access to purchase and view purchase and payment history)

SECTION 2 – Financial Infrastructure

Do you provide delegate access to these platforms?

• Yes
• No
• Willing to

SECTION 2 – Financial Infrastructure

Do you have a dedicated accounting/admin email *

• Yes
• No

SECTION 3 – Documentation & Workflow

Are you willing to setup and provide access to a dedicated accounting/admin email? *

• Yes
• No

SECTION 3 – Documentation & Workflow

Do you primarily deal with: *

• Digital receipts and invoices
• Paper Receipts
• Both

SECTION 3 – Documentation & Workflow

How are receipts/documents currently stored? *

SECTION 3 – Documentation & Workflow

Are you prepared to use email as the primary form of communication? *

• Yes
• No

SECTION 3 – Documentation & Workflow

Are you prepared to provide all required documentation within the first week of each month? *

• Yes
• No

SECTION 3 – Documentation & Workflow

How responsive are you to document requests? *

• Same Day
• 1-2 days
• Within a week
• Often delayed

SECTION 3 – Documentation & Workflow

Are you open to streamlining your processes to reduce workload and improve accuracy? *

• Yes – Absolutely
• Possibly
• Resistant to change

SECTION 3 – Documentation & Workflow

Are you willing to provide secure access to relevant banking and financial records? *

• Yes
• No

SECTION 3 – Documentation & Workflow

Are your GST Returns up to date?

• Yes
• No
• Not Applicable

SECTION 4 – Compliance & Risk

Are you up to date on PST Returns?

• Yes
• No
• Not Applicable

SECTION 4 – Compliance & Risk

Are you up to date on Payroll Remittances?

• Yes
• No
• Not Applicable

SECTION 4 – Compliance & Risk

Are you up to date on Corporate Tax Filings?

• Yes
• No

SECTION 4 – Compliance & Risk

Are reconciliations performed monthly? *

• Yes
• Sometimes
• No
• Not sure

SECTION 4 – Compliance & Risk

How confident are you that your books are complete and accurate? *

• Not Confident
• Somewhat cofident
• Very Confident

SECTION 4 – Compliance & Risk

Number of employees:

SECTION 5 – Operational Structure

Number of contractors:

SECTION 5 – Operational Structure

Do you process Payroll?

• Yes
• No

SECTION 5 – Operational Structure

Which company does your Payroll?

SECTION 5 – Operational Structure

Payroll Number

SECTION 5 – Operational Structure

Do you have written Standard Operating Procedures (SOP's)?

• Yes
• Partial
• No

SECTION 5 – Operational Structure

Do you have systems for pricing and job costing?

• Yes – Well established
• Partial
• No

SECTION 5 – Operational Structure

What software are you currently using to produce invoices/estimates/quotes/etc.?

SECTION 5 – Operational Structure

Is your business currently profitable? *

• Yes
• Breaking even
• No
• Unsure

SECTION 5 – Operational Structure

Are you willing to implement new systems to improve profitability?

• Yes
• Possibly
• No

SECTION 5 – Operational Structure

What was your revenue for the last fiscal year?

SECTION 5 – Operational Structure

How would you rate your financial literacy? *

• 1 – Minimal Understanding
• 2 – Basic
• 3 – Moderate
• 4 – Strong
• 5 – Advanced

SECTION 6 – Financial Literacy & Advisory Fit

Do you regularly review your Profit & Loss Statement? *

• Yes
• No

SECTION 6 – Financial Literacy & Advisory Fit

Do you regularly review your Balance Sheet? *

• Yes
• No

SECTION 6 – Financial Literacy & Advisory Fit

Do you regularly review your Cash Flow Reports? *

• Yes
• No

SECTION 6 – Financial Literacy & Advisory Fit

What are your top 3 business goals in the next 12-24 months?

SECTION 7 – Business Vision & Strategic Value

What challenges are you facing in achieving these goals?

SECTION 7 – Business Vision & Strategic Value

What are your biggest pain points in managing your business right now?

SECTION 7 – Business Vision & Strategic Value

How easily could you step away from your business for 2–4 weeks without major disruption? *

• Easily
• With some difficulty
• Not Possible

SECTION 7 – Business Vision & Strategic Value

Describe what “streamlined operations” would look like for you?

SECTION 7 – Business Vision & Strategic Value

I value accuracy over speed *

• Strongly Agree
• Agree
• Neutral
• Disagree

SECTION 8 – Value Alignment: Please rate your agreement with the following statements

I want complete books, not just minimum compliance *

• Strongly Agree
• Agree
• Neutral
• Disagree

SECTION 8 – Value Alignment: Please rate your agreement with the following statements

I am open to consulting and financial guidance beyond bookkeeping *

• Strongly Agree
• Agree
• Neutral
• Disagree

SECTION 8 – Value Alignment: Please rate your agreement with the following statements

I understand that quality bookkeeping requires structure and accountability *

• Strongly Agree
• Agree
• Neutral
• Disagree

SECTION 8 – Value Alignment: Please rate your agreement with the following statements

Are you prepared to provide documentation promptly? *

• Yes
• No

SECTION 9 – Commitment

Are you prepared to follow structured processes? *

• Yes
• No

SECTION 9 – Commitment

Are you prepared to engage in regular financial review? *

• Yes
• No

SECTION 9 – Commitment

Are you prepared to invest in improving systems for long-term profitability? *

• Yes
• No

Submit

By clicking submit on the form above, you confirm that the information provided is complete and accurate to the best of your knowledge.