Prospect Evaluation Outline
Christ & Saint Stephen's Episcopal Church
What could we do to help? What would you want us to accomplish?
Prospect's anticipated start dated (After Go Mail)
Today
This Week
Next Week
Sometime this month
Next Month
Accounting Budget
Do they currently have an accounting/bookkeeping team? If so, how many people?
How long have they been in operations?
Communication preference?
Email
In-person
Phone
All
Consultation Questionnaire
Prospect Company Name 1
Prospect Contact Name 2
First Name
Last Name
Prospect Contact Name 3
First Name
Last Name
Company Background/ Business & Product
Prospect Goals and Objectives
Set Up
On-Going
Catch Up
CFO
Clean Up
Controller
Audit Support
Accounting Integrations
Other
Business Structure
LLC
NFP
S-Corp
C Corporation
Reporting Basis
Reporting Basis
Accrual
Both
Cash
TBD
Last tax Filed?
Accounting Software (and version)
Other Software/Application
Financial Materials
Bank Accounts:
Merchant Accounts
Credit Cards
Loan/Credit Line
Payroll Provider
ADP
Gusto
Paychex
Sage Payroll
Paycore
Square Payroll
Other
Invoices/Sales Receipts
Invoice Process
Inventory:
Inventory Count?
Average Inventory at month end?
Income/Donation
Annual Revenue?
Annual Profit?
Accounts Payable/Accounts Receivable
Entering Bills?
MBSATA
CPA
Client Staff
Type option 4
Other
Current Process
Any Cash Transactions?
Reporting requirements?
Accounts Receivable
Current Process
CPA Information
Submit
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