Workflow fit
Scope your first accounting workflow.
Answer four short steps so Fintant can assess the workflow, required inputs, review boundary, and appropriate next step.
Service boundaries and context
Workflow-fit assessment
Start with the work that needs to be completed.
The inquiry captures non-sensitive workflow and scope details before contact information. It creates a prospect record, not a client account or confirmed appointment.
- Defined workflow and approximate scope
- Record availability and completion period
- Desired output and firm review owner
- No client records or sensitive financial values