Bookkeeping Checklist

To help you assemble your financial information for the preparation of your bookkeeping, please keep this checklist handy. The checklist should be completed and returned to us together with the financial information assembled.

Corporation InformationProvide Details
a. Business Number
b. Name of Corporation
c. Corporation Address Please Provide Full Mailing Address
d. Work Phone Number
e. Email
f. Type of Corporation (Corporation, Partnership or Sole Proprietorship)
Recipient #1: Contact InformationProvide Details
a. Your Name
b. Social Insurance Number
c. Phone Home Phone
Cell Phone
d. Complete Mailing Address
Financial Statements in CSV or excel format Yes/No/NAProvide/Instructions
a. Balance Sheet
b. Income Statement
c. Trial Balance
d. Bank Statements
e. Statement of Expenses paid personally for Corporation
f. Statement of Invoices (revenue) and Bills (Purchase)
g. Credit card statements

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