Before Your Call

Help Us Prepare for Your Call

About 10 minutes now means we spend the call on your business instead of background questions. Answer what you can; rough numbers are fine. Then pick a time.

Rather just talk? Book a call without the questions.

1. About you

So we know who we're talking to.

2. How you spend your day

Out of 100% of your work day, what kinds of work take up your time? List the activities and roughly what share of the day each one takes, so they add up to 100%.

Adds up to 0% so far.

3. Your software and systems
Tax or accounting software, practice management, email, file sharing, client portal, phone system, spreadsheets. For example: Drake, TaxDome, QuickBooks Online, Outlook.
4. Where you need help most
Think about what costs you the most: work that eats staff hours, high costs, things that slip through the cracks, or revenue you lose.
5. Who you work with

What types of stakeholders and customers do you deal with day to day? For example: individual clients, business clients, your staff, banks, the IRS. For each one, tell us what goes back and forth when they call and when they email.

Describe the kinds of requests, not specific people: please leave out client names, Social Security numbers, and tax details. We use your answers only to prepare for your call. See our Privacy Policy.