Proactive Process Plan

Date of the meeting
MM slash DD slash YYYY
Client Name*
Owner Name*
Business Coach*
Phone*
Email*
Client ID
On scale of 1 to 10 with 10 being the highest, how would you rank the overall productivity level of your accounting?
Notes
On scale of 1 to 10 with 10 being the highest, how would you rank the organizational level of your current accounting processes?
Notes
On scale of 1 to 10 with 10 being the highest, how would you rank your automated savings plan?
Notes
On scale of 1 to 10 with 10 being the highest, how would you rank your ability to read financial statements?
Notes
On scale of 1 to 10 with 10 being the highest, how would you rank your knowledge of the investment vehicles that exist?
Notes
On scale of 1 to 10 with 10 being the highest, how would you rank your confidence that you are pricing your products and services correctly?
Notes
On scale of 1 to 10 with 10 being the highest, how would you rank the true cost of each employee?
Notes
On scale of 1 to 10 with 10 being the highest, how highly would you rank the efficiency of your weekly accounting routines?
Notes
Do you currently process credit cards?
- Yes
- No
On scale of 1 to 10 with 10 being the highest, how confident are you that you are getting a good deal and are not paying too many fees?
Notes
On scale of 1 to 10 with 10 being the highest, how highly would you rank your ability to avoid the predictable cash-flow killers?
Notes
Office*
Fee Setup*
- Package A
- Package B
- Package C
- Custom
Deposit taken?*
- Yes
- No
Copy of Driver's License on File?*
- Yes
- No
Do you want to automate saving 2%, 3% or 5% into savings?*
Do you want whole life, indexed life or term life insurance?*
Setup Fee
Monthly Fee
Notes
Consulting
Identify Missed Tax Deductions?*
- Yes
- No
Staff
Notes
Evaluate entity status for tax savings & asset protection*
- Yes
- No
Staff
Set up new entity?
- Yes
- No
Entity Type
Taxable as:
Assistance with budget & goals for baseline target of net profit*
- Yes
- No
Staff
Dashboard*
- Yes
- No
Staff
Breakeven Calculations*
- Yes
- No
Staff
Cash Flow Calculations*
- Yes
- No
Staff
Evaluate expenses for waste, savings & missed tax deductions*
- Yes
- No
Staff
Credit Card Processing
- Yes
- No
Missed Tax Deductions*
- Yes
- No
Staff
Notes
Automatic Millionaire Plan*
- Yes
- No
Staff
Notes
Evaluate Life Insurance Needs*
- Yes
- No
Staff
Notes
Qualified/Non-Qualified Plan*
- Yes
- No
Staff
Notes
Accounting*
- Yes
- No
Staff
Accounting Needs
- After the Fact
- Easy Accounting
- Accounting CS
- QB Online
- QB Live
- Behind on Accounting
- Other
Notes
Payroll*
- Yes
- No
Staff
Payroll Needs
- We calculate
- Client writes
- We print
Frequency
DD
Notes
Tax*
- Yes
- No
Staff
Current Entity Status
- Partnership
- C-Corporation
- S-Corporation
- Trust
- Individual
- Behind on Tax Returns?
Notes
Consulting
Quarterly Review Date (#1)
MM slash DD slash YYYY
Staff
Notes
Quarterly Review Date (#2)
MM slash DD slash YYYY
Staff
Notes
Quarterly Review Date (#3)
MM slash DD slash YYYY
Staff
Notes
Quarterly Review Date (#4)
MM slash DD slash YYYY
Staff
Notes
General Notes
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Proactive Process Plan

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