Do you have a hard time knowing what to ask new or potential clients? Do you find yourself often working outside the scope of your engagement or finding problems later that you wished you’d learned of prior to quoting a price? This used to be my reality…

And that is why I created the NCQ: The New Client Questionaire. It helps you, the practitioner, remember what to ask— the right questions— to get all the skeletons out of the closet prior to quoting a price. It covers everything from the consultation to what you should ask in the interview and assessment.

The New Client Questionnaire is divided into 6 sections:

1. Business Basics

2. Bookkeeping

3. Payroll & Other Complexities

4. Systems

5. Needs

6. Relationship