Financial Services Business Mapping Tool

Full Name

Email *

Phone *

SECTION 1: BUSINESS SNAPSHOT

1. What type of financial services do you offer?

Bookkeeping

Tax Prep & Filing

Payroll

Fractional CFO

1.1. Other (please specify)

2. How long have you been in business?

Less than 1 year

1–3 years

3–7 years

7+ years

3. What's your average monthly revenue?

Under $10K

$10K–$30K

$30K–$60K

$60K+

4. How many active clients do you currently serve?

1–10

11–25

26–50

51+

SECTION 2: SYSTEMS & STRUCTURE

5. Do you have a clear pricing model or rate sheet?

Yes

Sort of

No

6. Do you use a written SOP or checklist for monthly/quarterly/year-end work?

Yes

Sometimes

No

7. How do you currently quote new clients?

Fixed pricing based on scope

Hourly rate

Case-by-case

I don’t have a clear method

8. Do you have an onboarding process (forms, emails, folders, client handoff)?

Yes

Somewhat

No

9. How do you track recurring tasks (bookkeeping, payroll, reconciliations, etc.)?

I use a task manager or CRM

I keep a spreadsheet

I just remember

My assistant keeps track

SECTION 3: TEAM & DELEGATION

10. Do you currently have a team or VA helping you?

Yes

No

11. If yes, do they have clear written instructions for their work?

Yes

Sort of

No

12. Do you ever avoid assigning tasks because it feels easier to just do it yourself?

Yes, often

Sometimes

Rarely

Never

13. Who reviews client files and deliverables before they go out?

I do

My assistant/team

Nobody consistently

SECTION 4: CLIENT EXPERIENCE & RETENTION

14. Do you send review requests or gather feedback from clients?

Yes

Sometimes

Never

15. Do clients know what to expect when they start working with you?

Yes, it's clear

Somewhat

Not really

16. Do you regularly check in with clients outside of deliverables?

Yes

Occasionally

No

17. How do you know if a client is happy, confused, or planning to leave?

They tell me directly

I just sense it

I usually find out too late

SECTION 5: EXECUTION & GROWTH POTENTIAL

18. What part of your business feels most disorganized or draining?

19. What would change in your business if everything worked more smoothly?

20. Are you open to getting help building systems that let you step out of the daily chaos?

Yes

Possibly

Not right now

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