New clients

Let's chat

Is MyDentalBooks a good fit for your practice? Tell us a little about it and we'll let you know.

All information is optional, and confidential.

Please leave a name or email so Kathy can reply. Only the consent checkbox below is required.

Privacy: We will never ask for SINs, bank account numbers, passwords, or credit/debit card numbers on this form. Those are shared later only through secure channels if needed.

Contact

How we can reach you.

Full name Practice / business name

Email Phone

Preferred contact method

Business

A quick snapshot of the practice or company.

Business type Legal structure

Years in business Number of locations

Fiscal year-end (month)

Services needed

Check all that apply.

Current setup

Counts and software only — never account numbers or passwords.

Accounting software Monthly transaction volume

How many bank accounts? How many credit cards?

Employees on payroll HST registered?

HST filing frequency Current accountant (optional)

Timing

How far behind are the books? Desired start date

Notes Anything else we should know?

Prefer email? Write to kathyhamdard@hotmail.com anytime.