FinOptimal Discovery Questionnaire
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ABOUT YOUR BUSINESS
Your Name, Title *
Email *
Company *
Number of Full Time Employees *
PAIN POINTS & STRATEGIC GOALS
What pain points are you currently facing? *
Please select all that apply.
Required
What are you hoping to achieve? *
PEOPLE, PROCESS, TECHNOLOGY: FINANCIAL ACCOUNTING
What general ledger are you using? *
If you have multiple entities / foreign entities on other platforms that must be consolidated, please specify here as well using the "Other..." box.
Required
How many separate QuickBooks (or other ledger) files are in use?
Many businesses will have just one QuickBooks file. 
Other answers may be: QuickBooks Online (2), or QuickBooks Online (2) and Xero (1), etc.
How many full-time accounting and finance employees does your company employ? *
Describe each person's role:
1. Name & Title
2. Description of accounting duties
3. Time spent on accounting tasks
 *
Who does your financial accounting now? *
Required
Who does your tax filing now? *
Required
If applicable, please select all accounting tasks you want your internal team to continue performing: *
Required
REVENUE, EXPENSE, & CASH PROCESSES
What does your business sell? *
Please provide a brief summary of what you sell and the sales model.

Examples of possible responses:
  • Software subscriptions billed annually (~25%) or monthly (~75%)
  • Professional services billed hourly to clients
  • We are a marketplace that charges fees on both the buyer and seller side
  • Physical products sold at various prices depending on volume (e.g. some clients get bulk pricing discounts)
What is your estimated revenue over the next 12 months? *
What tools and software are used in your revenue / sales process? *
Please list any CRMs, commissions platforms, payment processors and other supporting tools used and what they are used for. Ex: HubSpot for CRM, take payment via Stripe
How are you accounting for revenue in your current process? *
What tools and software are used in your expense process? *
Please list any bill pay, corporate card, or expense management platforms and what they are used for.

Examples may include Expensify, Bill.com, Ramp, Brex, etc.
How many bills do you receive and pay monthly? *
This refers to items NOT paid by credit card. For these, you may receive a PDF invoice via email and send payment via bank ACH, Bill.com, or another means.

Please focus on count rather than dollar value. (e.g. 10 bills)
How many bank accounts does your company have? What providers are used? *
What is your estimated monthly bank transaction count? *
Please focus on count rather than dollar value. (e.g. 125 transactions)
How many corporate cards does your company have? What providers are used? *
What is your estimated monthly corporate card transaction count? *
Please focus on count rather than dollar value. (e.g. 125 transactions)
How structured and repetitive are the bank and corporate card transactions each month? *
We almost always transact with NEW parties for DIFFERENT goods & services
We almost always transact with the SAME parties for the SAME goods & services
PEOPLE & PAYROLL PROCESSES
What Payroll or PEO system do you use (if any)? *
E.g. Gusto, Justworks, ADP, etc.
Do you offer any forms of variable compensation? *
Please check all that apply
Required
If yes, what systems are used to track variable compensation?
Do you employ consultants or part-time workers in any department? If yes, how are they paid? *
Please list any processes or technology used to pay consultants.
Do employees track time? If yes, what time tracking solution do you use? *
Please list any processes or technology used to track time (e.g. Google Sheets, Harvest, etc.)
INVENTORY PROCESS (if applicable)
Does your business have physical inventory? *
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