Client Discovery

Tell us how your business works.

This short discovery questionnaire is the foundation of every GreenCPA engagement. Your answers shape the tools, dashboards, and analyses we build for you — so the work fits your business model precisely, not a generic template.

Time required 60–90 minutes

Questions 74 across 10 sections

Save progress Auto-saved as you type

Why this matters

Two companies with the same revenue can need entirely different tools.

A contractor doing twenty large fixed-price projects per year needs a percentage-of-completion engine and a retention tracker. A contractor doing two hundred small unit-rate jobs per month needs a completely different cost-allocation model and a different dashboard.

This questionnaire tells us which company you are. The answers then drive what we build.

What you'll cover

Ten sections. Each one shapes a layer of the engagement.

Section	Topic	Time
A	Business Model & Identity	15 min
B	Customers & Revenue	15 min
C	Contracts & Pricing	15 min
D	Operations & Delivery	15 min
E	People & Payroll	15 min
F	Finance Operations Today	10 min
G	Regulatory & Compliance	10 min
H	Governance & Decisions	5 min
I	Strategic Intent	10 min
J	Tools & Dashboards You Want Built	15 min

How it works

You answer. We listen. Then we build.

1. Answer in your own pace

Your progress is auto-saved in your browser. Close the tab and come back — your answers stay.

2. Submit when ready

Partial submissions are fine. You can refine in our working session afterwards.

3. We respond in 5 days

GreenCPA produces a tailored Phase 0 work plan and tool specification, then books your alignment session.

Confidentiality

Your answers are protected.

All responses are protected under client–auditor confidentiality and held under SOCPA-regulated professional standards. GreenCPA holds SOCPA license #846, signed by Arwa Alromaizan.

Be honest, including about what you don't know yet. Approximate answers are far more valuable than blank ones.