Sending your info to Frankly...
How It Works Features Pricing Team Get your free assessment

Let's get you a real quote.

No guessing. No vague estimates. Answer a few questions and we'll follow up within 1 business day with a number that makes sense for your business.

1 Your details required
Who should we follow up with?
2 What are you looking for? required
Select everything that applies.
📒
Monthly bookkeeping
Ongoing reconciliation & reporting
🍁
HST / sales tax filing
Quarterly or annual returns
📋
Tax return (T1 or T2)
Personal or corporate filing
👥
Payroll
T4s, remittances, ROEs
🔄
Catch-up / cleanup
Getting behind books current
📈
CFO / advisory
Forecasting, KPIs, strategy
🔨
T5018 slips
Construction contractor filings
🤷
Not sure yet
Help me figure out what I need
3 Business structure
How is the business set up legally?
Sole proprietor
Incorporated (Corp)
Partnership
Not sure
Any related entities?
Holding company, sister corps, etc.
Yes
No
4 Annual revenue
Ballpark is fine.
Under $100k
$100k–$300k
$300k–$750k
$750k–$2M
Over $2M
5 Monthly transactions
Roughly how many items flow through your bank + credit cards per month?
Under 50
50–150
150–300
300+
Not sure
6 Employees or subcontractors
Do you pay anyone other than yourself?
Employees only
Subcontractors only
Both
Neither — just me
How many people total?
1–3
4–9
10–19
20+
7 Industry
What kind of business is it?
Construction / trades
Retail / e-commerce
Professional services
Food & hospitality
Health & wellness
SaaS / tech
Other
8 HST registration
Are you currently registered for HST with the CRA?
Yes — quarterly
Yes — annually
Yes — not sure of frequency
No / not yet
9 Current state of the books
No judgment — we've seen it all.
Up to date in software
Behind but organized
Behind and messy
Starting fresh
Roughly how many months behind?
1–3
3–6
6–12
12+
10 Systems & software
What tools do you currently use to run the business?
11 Upload documents
Bank statements, prior tax returns, HST returns, invoices — anything useful. These go straight into your folder on our Drive.
📎
Drop files here or browse
PDF, Excel, Word, images — up to 10MB per file
12 Anything else?
Specific concerns, deadlines, CRA letters, general chaos — drop it here.

We'll follow up within 1 business day. No spam, no pressure.

✓

You're in good hands.

We got everything and we'll be in touch within 1 business day with a real quote — no fluff, no surprises.

Questions in the meantime? Email ata@franklyfinancial.co

Want to skip the back-and-forth?

Grab a free 15-minute assessment with Ata right now — pick any time that works.