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? NotesOn scale of 1 to 10 with 10 being the highest, how would you rank the organizational level of your current accounting processes? NotesOn scale of 1 to 10 with 10 being the highest, how would you rank your automated savings plan? NotesOn scale of 1 to 10 with 10 being the highest, how would you rank your ability to read financial statements? NotesOn scale of 1 to 10 with 10 being the highest, how would you rank your knowledge of the investment vehicles that exist? NotesOn 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? NotesOn scale of 1 to 10 with 10 being the highest, how would you rank the true cost of each employee? NotesOn scale of 1 to 10 with 10 being the highest, how highly would you rank the efficiency of your weekly accounting routines? NotesDo 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? NotesOn scale of 1 to 10 with 10 being the highest, how highly would you rank your ability to avoid the predictable cash-flow killers? NotesOffice* 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?*2%3%5%Not nowDo you want whole life, indexed life or term life insurance?*WholeIndexedTermNot nowSetup FeeMonthly FeeNotesConsultingIdentify Missed Tax Deductions?* Yes No Staff NotesEvaluate 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 NotesAutomatic Millionaire Plan* Yes No Staff NotesEvaluate Life Insurance Needs* Yes No Staff NotesQualified/Non-Qualified Plan* Yes No Staff NotesAccounting* Yes No Staff Accounting Needs After the Fact Easy Accounting Accounting CS QB Online QB Live Behind on Accounting Other NotesPayroll* Yes No Staff Payroll Needs We calculate Client writes We print Frequency DD NotesTax* Yes No Staff Current Entity Status Partnership C-Corporation S-Corporation Trust Individual Behind on Tax Returns? NotesConsultingQuarterly Review Date (#1) MM slash DD slash YYYY Staff NotesQuarterly Review Date (#2) MM slash DD slash YYYY Staff NotesQuarterly Review Date (#3) MM slash DD slash YYYY Staff NotesQuarterly Review Date (#4) MM slash DD slash YYYY Staff NotesGeneral NotesCAPTCHA
