23 Nov QuickStart Tips and Tricks
Quick Start Tips and Tricks
For a Quick Start with the tool: Click the question mark on the navigation above to access Help and learn more about how to use this tool.
For a Quick Start with the client: Complete the “Client Interview Checklist” to obtain a general overview if this is a new client for you. This checklist may also be helpful for on-going clients to confirm that you have the basic working knowledge of their staff and business.
For a Quick Start with the Data: Obtain the information contained in the “Before You Begin Checklist” to make the process of the questions most efficient.
Short on time, or on budget? Click on the menu button, then the topic. Scan through the questions to get a feel for what is important in the section (you can even answer those you feel are important) and then click on the summary. Enter the information to include on the report for the topic as a whole. Once you have completed the applicable sections, you can print this information for a summary report for the client without the need for printing all the question specific issues.
Consider just providing the summary information entered for each topic to the client, and print the full report for your file. This provides a quick overview for the client while you have a report on the specifics for discussion purposes. For the bound copy of the report, you could also consider the summary, then as supplemental information, include the complete report of all the questions, answers, and notes.
While it is possible to complete the analysis on-site, it is often more effective to obtain the file and prepare the report, then meet with the client for maximum impact. It also provides the opportunity to research any alternatives prior to talking to the client. If there is any hesitation on the part of the client, consider mentioning that you are willing to sign a non-disclosure agreement to eliminate their fear of providing you the file.
There are many ways to obtain the file including but not limited to remote access file transfer, ftp, Remote Accounting Solutions (for more information visit http://www.4luvofbiz.com/quic_news_03.html), e-mail attachments, back up and send CD or zip disk, etc.