Last updated: March 14, 2017

Saskatoon

Jordan Brown, Owner of Lift Accounting. 45 Minutes.
Lift Accounting is owned and operated by Jordan Brown, CPA, CA who has over five years of experience providing professional services to private businesses. Lift Accounting prides itself on helping entrepreneurs start and grow their small businesses and provides a variety of services ranging from bookkeeping, consulting, and tax services tailored to the start-up and small business market.

Multiple Advisors, MNP. 45 Minutes.
MNP is one of the largest national accounting and business consulting firms in Canada.  For more than 65 years, we have proudly served and responded to the needs of our clients in the public, private and not-for-profit sectors.  Through partner-led engagements, we provide a cost-effective approach to doing business and personalized strategies to help you succeed.  With a complex and sophisticated service offering as diverse as our clients’ businesses, we are able to help meet the needs in any area of your business, from start up to succession – wherever you need in-depth tailored solutions.

Regina

Brenton Marchuk, CPA at KPMG Regina. 45 Minutes.
Brenton is a senior tax specialist with KPMG Enterprise in Regina. Brenton has developed expertise in tax and small business. He focuses on providing tax and business advisory services to small and medium sized private companies.

The Tax & Accounting Advisors can assist entrepreneurs and small business owners with small business tax and accounting services.


Business Owner Information

First Name

Last Name

Mailing Address

City/town

Postal code

Email address

Phone number

Business Information

Do you have a business name?
YesNo

Business name (if applicable)

Is the business registered?
YesNo

What type of business do you have/plan to have?
Sole ProprietorshipPartnershipCorporationCo-operativeNon-ProfitDon't Know

What stage is your business is at?
IdeaPlanningOperatingGrowthSuccession

Please describe the nature of your business activities and products /service descriptions in detail.

Services Required

Are you up to date on filing personal tax returns?
YesNo

If answered no above, what was the last year you filed?

Corporate tax returns (if applicable)?
YesNo

If answered no above, what was the last year you filed?

Do you currently use an accountant?
YesNo

Please list your three main objectives for this meeting.

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