Keeper · Construction Bookkeeping

Client Onboarding

A few details so we can set up your books cleanly. Takes about 4 minutes — fields marked * are required, the rest you can skip if unsure.

1 · Business

Legal entity name * — as registered, e.g. “Acme Contracting Ltd.”

Operating / trade name if different

Structure *

BC incorporation # if incorporated

Fiscal year end month / day

2 · Tax registration

GST/HST registrant?

GST/HST number 9 digits + RT0001

BC PST number if registered for PST

3 · Contact & signatory

Signatory name * signs the engagement letter

Title e.g. Owner / Director

Email *

Phone

Business mailing address

4 · Money flow

Business bank account(s) bank + account type, e.g. “RBC chequing”

Business credit card(s)

How do you get paid?

Payroll?

# of employees if any

Owner pays self via

5 · Categorization (optional — we can set defaults)

How should job costs be split?

Recurring vendors to auto-categorize

Accounts to keep separate

QuickBooks Online status

Anything else we should know?

🔒 Your information is sent privately to Keeper and is not shared. Stored securely · PIPEDA-compliant handling.