Client Services Discovery Form
Business Name
Website
Business Owner Name
Phone Email
Format: (000) 000-0000.
Industry
Business Locations
Legal Structure
Years in Business
Revenue Bracket
Employee/Contractor Count
Are you the decision-maker?
Service Needs Assessment
Which services are you interested in? (Check all that apply):
Payroll
HR Audit
Funding Readiness
Coaching
Systems Setup
Bookkeeping/CFO Referrals
Tech Tools
Employe Benefits(Health and/or Retirement)
Other
Operational Readiness & Systems
Do you have clear role SOP's? (Standard Operating Procedure's)
YES
NO
Need Help
Type option 4
Tools you currently use to manage your business operations
Revenue tracking method
CRM system
Do you have a bookkeeper or CFO? If yes, who?
How many W2s or 1099s issued this year?
Any tax compliance issues?
Have HR materials in place?
YES
NO
Are contractors properly classified?
YES
NO
Hiring restructuring soon? if YES, when?
Funding plans in next 12 months
$ (Amount Needed )
Business Bank
Navy, Chase, BofA, etc.
Are your business finances separated from personal accounts?
YES
NO
Somewhat
Need a grant writer or CFO?
What would success look like?
Any urgent deadlines?
Are you ready to invest time and do you have a budget?
Upload any relevant documents
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