Scribd Logo
Upload

Welcome to Scribd!

  • Client Needs Assessment

    Uploaded by

    Shawn Stevens
    26 views1 page
    This document provides guidance on conducting a client needs assessment. It recommends getting to know the client's business, including who they are, what their goals and operations are, and when key deadlines and reporting requirements occur. The assessment should explore the client's legal structure, accounting practices, workflows, technology systems, and compliance needs. By understanding these details, you can best discuss how QuickBooks functionality can help and design deliverables, tasks, and workflows tailored to the client's specific needs and timelines.

    Original Description:

    Client Needs Assessment

    Copyright

    © © All Rights Reserved

    Available Formats

    PDF, TXT or read online from Scribd

    Did you find this document useful?

    Is this content inappropriate?

    Report this Document
    This document provides guidance on conducting a client needs assessment. It recommends getting to know the client's business, including who they are, what their goals and operations are, and when key deadlines and reporting requirements occur. The assessment should explore the client's legal structure, accounting practices, workflows, technology systems, and compliance needs. By understanding these details, you can best discuss how QuickBooks functionality can help and design deliverables, tasks, and workflows tailored to the client's specific needs and timelines.

    Copyright:

    © All Rights Reserved
    Download as PDF, TXT or read online from Scribd
    Flag for inappropriate content
    26 views1 page

    Client Needs Assessment

    Uploaded by

    Shawn Stevens
    This document provides guidance on conducting a client needs assessment. It recommends getting to know the client's business, including who they are, what their goals and operations are, and when key deadlines and reporting requirements occur. The assessment should explore the client's legal structure, accounting practices, workflows, technology systems, and compliance needs. By understanding these details, you can best discuss how QuickBooks functionality can help and design deliverables, tasks, and workflows tailored to the client's specific needs and timelines.

    Copyright:

    © All Rights Reserved
    Download as PDF, TXT or read online from Scribd
    Flag for inappropriate content
    of 1

    Client Needs Assessment

    Who What When How

    Get to know who your client Every business, large or small, has How often do they run reports? How can you help? You can delve
    is, what they stand for, what a variety of parts. You need to find What are their internal and external deeper using the client checklist,
    they’re aiming for, and where out what they are in order to best deadlines? All of your clients will have follow the onboarding process,
    they’re coming from. discuss QuickBooks functionality compliance requirements for their and begin to plan deliverables
    and benefits with them. business even if they don’t run payroll and tasks with your client.
    or collect sales tax.

    Find out their... Find out their... Find out their... Your checklist...
    • Legal/Tax entity type • Reporting requirements • Compliance & filing deadlines • Run a discovery session using
    • Accounting year end • Daily operations • Income tax needs the client checklist
    • Business history • Sales/Customer workflows • Estimated tax needs • Follow an onboarding process
    • Business profile • Expense/Vendor workflows • Payroll/payroll tax • Plan 15-, 30-, 60-, and 90-day
    • Unique industry • Administrative tasks • State tax requirements deliverables
    • Solopreneur status • Accounting software & processes • Industry-related compliance • Design workflows that fit
    requirements operations & tech stacks built
    • Growing enterprise • Technology stack & processes
    for collaboration
    • Mission, vision, values
    • Delegate based on strengths
    • Business goals
    • Assign & take action

    You might also like