Clarity Call Application

Apply for a Clarity Call

Tell us about your business, your current bookkeeping setup, and the kind of support you’re looking for. We’ll review your application and follow up to discuss if Saint Solutions is the right fit.

Most clients complete this form in about 3–6 minutes.

Step 1

Tell us about your business and current bookkeeping setup.

Step 2

Share what support you may need now or soon.

Step 3

We’ll review your answers and follow up with next steps.

Clarity Call Application

Please complete the application below so we can determine whether your needs are a good fit for our services.

Contact Information

How should we reach you?

First Name *

Last Name *

Email *

Phone *

Business Information

Tell us a little about your business.

Business Name *

Website

Business Location

Business Type

Industry

Years in Business

Which best describes what you’re looking for?

Select all options that apply to your current situation.

I want ongoing bookkeeping support I need cleanup/catch-up first, then ongoing support I need payroll and compliance support I want better systems and reporting I’m looking for strategic financial guidance as I grow I’m mostly looking for a one-time answer or quick advice

Current Bookkeeping Setup

This helps us understand where things stand today.

What accounting software do you use?

Number of bank accounts

Number of credit cards

Date bank accounts were last reconciled

Date credit cards were last reconciled

Do you track inventory?

Do you operate in different currencies?

Does your business have payroll?

Number of employees

How are you processing your payroll currently?

Tax, Compliance & Year-End

A few practical details.

Is your GST/HST filed up to date?

Is your GST/HST paid up to date?

Fiscal Year End

What is the last year end date you filed?

Are your payroll source deductions paid up to date? (if not applicable, type N/A)

Goals & Pain Points

What would make the biggest difference right now?

What are some of the challenges that brought you here?

When are you hoping to start?

How did you hear about us?

Final Details

Anything else we should know?

Additional information

I understand that submitting this form does not create a client relationship, and I consent to being contacted by Saint Solutions. *

After submitting, Saint Solutions will review your information and follow up with next steps.

This form is for business owners interested in working with Saint Solutions. It is not intended for general bookkeeping, tax, or software advice.