Proactive Process Plan Date of the meeting Client Name*Owner Name*Business Coach*Phone*Email* Client IDOn 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?YesNoOn 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 APackage BPackage CCustomDeposit taken?*YesNoCopy of Driver's License on File?*YesNoDo 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?*YesNoStaffNotesEvaluate entity status for tax savings & asset protection*YesNoStaffSet up new entity?YesNoEntity TypeTaxable as:Assistance with budget & goals for baseline target of net profit*YesNoStaffDashboard*YesNoStaffBreakeven Calculations*YesNoStaffCash Flow Calculations*YesNoStaffEvaluate expenses for waste, savings & missed tax deductions*YesNoStaffCredit Card ProcessingYesNoMissed Tax Deductions*YesNoStaffNotesAutomatic Millionaire Plan*YesNoStaffNotesEvaluate Life Insurance Needs*YesNoStaffNotesQualified/Non-Qualified Plan*YesNoStaffNotesAccounting*YesNoStaffAccounting Needs After the Fact Easy Accounting Accounting CS QB Online QB Live Behind on Accounting Other NotesPayroll*YesNoStaffPayroll Needs We calculate Client writes We print FrequencyDDNotesTax*YesNoStaffCurrent Entity Status Partnership C-Corporation S-Corporation Trust Individual Behind on Tax Returns? NotesConsultingQuarterly Review Date (#1) StaffNotesQuarterly Review Date (#2) StaffNotesQuarterly Review Date (#3) StaffNotesQuarterly Review Date (#4) StaffNotesGeneral Notes
