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Client Questionnaire
Complete the questions which matter most to you
Big Picture & Leadership Insight
When you think about your company’s growth, what challenges or uncertainties tend to keep you up at night?
When you think about your company’s growth, what challenges or uncertainties tend to keep you up at night?
What do you believe truly sets your company apart, and how do you see that advantage evolving in the next few years?
Strategy & Alignment
How does your current business plan or growth strategy reflect where you want the company to be in two to three years?
How do you and your leadership team use KPIs to measure success and drive accountability?
How would you describe the interaction between your board of directors and your executive team when it comes to your mission and long-term goals?
Culture & Change
How would you describe your organization’s culture when it comes to adapting to growth, technology, and new processes?
Financial & Operational Efficiency
What does your month-end close process meet business objectives, and where do you see opportunities to improve the process?
Does your technology system monitor project margins, WIP, and cash flow and how confident are you in the accuracy of those insights?
What areas of your financial operations tend to create the most friction or delays in decision-making?
Technology, Risk & Scalability
How do you assess your current system’s confidentiality, accuracy, and availability to help you meet business objectives?
In what ways could technology or automation better support your company’s growth objectives?
As your business scales, what areas of your systems or processes do you think will need to evolve first?
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