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HOME
VALUE PROPOSITION
SERVICES
VIDEOS
FAQ
ABOUT US
CONTACT US
CONSULTING/M+A
HOME
VALUE PROPOSITION
SERVICES
VIDEOS
FAQ
ABOUT US
CONTACT US
CONSULTING/M+A
Discovery Worksheet
markb
2021-02-03T16:28:00-05:00
Discovery Worksheet
Discovery Worksheet
Name
Course
Title
Email
Best Phone #
How many courses do you own?
What is the annual gross revenue at each facility?
How many full time/part-time employees do employ?
What Point of Sale System to do you currently utilize?
What accounting system do you utilize?
How do you track employees time for payroll?
Who is your payroll provider?
Is your accounts payable process manual (e.g. physical invoices and check writing)?
On average, how many invoices do you pay on a monthly basis?
Do you have accounting/bookkeeping resources on staff? How many?
Can you access your financial reports remotely?
Does your financial reporting include department level reporting?
How many hours per week would you estimate that you are focused on business administrative tasks (e.g. paying bills, preparing reports, on phone with vendors, coding invoices for accountings, etc.)?
Who is your Internet Service Provider?
Who maintains your computer equipment?
Who do you call when there is an issue?
What types of computer issues do you encounter?
Are your telecommunications VoiP?
Are your bank and credit card accounts automatically integrated into your accounting system?
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