Client Needs Analysis Questionnaire

Instructions: For each statement, rate your level of agreement on a scale of 1 to 5.

1 = Strongly Disagree
2 = Disagree
3 = Neutral
4 = Agree
5 = Strongly Agree

Section 1: Bookkeeping Needs (Recording)

Section 2: Accounting Needs (Interpreting & Reporting)

Section 3: Controllership Needs (Oversight & Accuracy)

Section 4: Fractional CFO Needs (Strategy & Growth)