Compilation intake that asks what your team actually needs to know
Ask every prospective client about entity type, the purpose of their statements, and whether their books are already organized before you agree to a consultation. Cliont collects bank statements and prior records upfront so you know exactly what you're walking into.
The exact intake your financial statement compilation leads complete
This is the real 7-question guided intake for Financial Statement Compilation — the same flow your customers finish before you ever pick up the phone.
What a qualified financial statement compilation lead should tell you
Preparation of financial statements directly from client-supplied records, without any testing, verification, or assurance on their accuracy. Qualifying this work means confirming who the entity is, why the statements are needed, and whether usable records already exist.
- Entity Financial Statements Compiled
- Main Purpose These Financial
- Already Have Complete And
- Accounting Records Maintain
- Authorized Provide Financial Records
- Compiled Financial Statements Completed
- Period Should Financial Statements
The questions your team needs answered
Every financial statement compilation intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| Which type of entity needs the financial statements compiled? | Entity type determines the reporting framework and complexity of the engagement, so a nonprofit and a business shouldn't be scoped or priced the same way. |
| What is the main purpose of these financial statements? | Lender, investor, and grant purposes carry more weight than internal use because they usually require stricter formatting and turnaround, signaling a more valuable engagement. |
| Do you already have complete and organized financial records available? | Whether complete records already exist is the single biggest predictor of how much cleanup work sits between intake and a finished compilation. |
| Which accounting records do you currently maintain? | Knowing whether records live in software, spreadsheets, receipts, or nowhere at all tells you exactly what to request before the consultation instead of during it. |
| Are you authorized to provide financial records on behalf of this entity? | Without authorization to provide the entity's financial records, you legally cannot proceed, making this a hard gate rather than a scoring nudge. |
| When do you need the compiled financial statements completed? | Deadline lets you separate a lead you can schedule at leisure from one that needs a call today, without opening every submission to find out. |
| Which period should the financial statements cover? | A single month versus multiple years changes the scope and price of the engagement enough to affect how you quote and schedule it. |
How Cliont scores financial statement compilation leads
Every answer is weighted automatically — no manual review required.
Value signals
- For a lender or investor
- For internal management use
- To support tax filing
- For a grant or donor requirement
- Not sure
- Already Have Complete And: yes
See the lead your team receives
Financial Statement Compilation Lead
From first click to qualified lead
Follow prospects and clients through one smooth, guided flow.
They land & meet you
Your video greeting plays instantly — a real face instead of a blank form.
They explain the project
Smart questions adapt to their project and capture the full scope.
They share the details
The scope and any documents come attached, so you can scope before the first call.
You get a ready lead
Scored and qualified — waiting for you to win it.
Built for financial statement compilation workflows
| Cliont capability | Financial Statement Compilation application |
|---|---|
| Conditional lead scoring | Purpose-of-statement answers like 'for a lender or investor' or 'grant or donor requirement' carry more weight than 'internal management use,' so higher-stakes engagement requests surface first in your CRM. |
| Document upload widget | Collects bank statements, bookkeeping software exports, or spreadsheets based on what the client says they maintain, so you're not chasing files after the consultation is already booked. |
| Yes/No qualifying gates | The authorization-to-provide-records question can be configured to hold or flag a lead for manual review instead of auto-routing it, protecting you from acting on records you were never cleared to see. |
| CRM lead routing | Entity type (individual, self-employed, nonprofit, or business) tags the lead differently in your CRM so nonprofit compilations and business compilations land in separate pipelines from the start. |
Common financial statement compilation lead scenarios
Lender-ready statements, clean books
A business needs compiled statements for a bank or investor and already has organized bookkeeping software records, which pushes the lead toward a high score and a fast consultation.
Nonprofit grant compilation request
A nonprofit entity needs statements for a grant or donor requirement, with records kept in spreadsheets rather than software, so the intake flags the different entity type and record format for the reviewing partner.
Records not yet organized
A prospect answers that they don't have complete records and selects 'None yet' for accounting records maintained, signaling that cleanup or bookkeeping catch-up work is needed before compilation can even start.
Unauthorized request for records
Someone submits the intake on behalf of a company but answers 'no' to being authorized to provide financial records, which should route to a hold or clarification step rather than straight to the CRM.
Connect Cliont to your workflow
Send leads
HubSpot, HighLevel, Salesforce, JobNimbus
Book projects
Google Calendar, Outlook Calendar, Calendly
Notify your team
Email, SMS, Slack
Automate follow-up
Zapier, Webhooks, API
Simple, transparent pricing
Choose the plan that works for your business.
Professional
Unlimited intake forms and leads for your growing business.
- Unlimited intake forms
- Custom video greetings
- AI-powered voice bot
- English + Spanish support
- Automatic lead scoring
- Digital estimates & e-signatures
- Photo, video & file upload
- Advanced analytics dashboard
Pay Per Lead
Only pay when you receive a qualified lead.
- Unlimited intake forms
- Custom video greetings
- AI-powered voice bot
- English + Spanish support
- Automatic lead scoring
- Digital estimates & e-signatures
- Photo, video & file upload
- Charged only for submitted leads
More audit and assurance intake templates
Financial Statement Compilation lead-intake FAQs
Does the intake tell me if a client actually needs a compilation versus a review or audit?
The intake captures the entity type and the stated purpose of the statements, so if a lender or investor requirement suggests a higher level of assurance is expected, you can redirect the lead toward Financial Statement Review or Financial Statement Audit instead of booking a compilation consultation.
How does the form handle clients who haven't kept organized records?
The question on whether complete records already exist, combined with which records the client currently maintains (bank statements, software, spreadsheets, or none), lets you see upfront whether you're walking into a clean file or a rebuild before you ever schedule time.
What happens if the person filling out the intake isn't authorized to share financial records?
The authorization question is a hard gate: a 'no' answer means the submitter can't legally act on the entity's behalf, so that lead should be held for clarification rather than passed to your CRM as booking-ready.
Can I see why the client needs the financial statements before I meet with them?
Yes. The stated purpose, such as a lender requirement, tax filing support, or a grant or donor condition, is captured on intake and carried into the lead record so you know the stakes before the consultation.
Does the intake ask what period the statements need to cover?
Yes, clients select whether they need a single month, a quarter, a full year, or multiple years, which shows up on the lead record so you can scope the engagement before the call.
How does the deadline question help me prioritize which leads to call first?
Clients indicate whether they need statements within a week, a month, three months, or have no fixed deadline, so you can see at a glance which qualified leads are time-sensitive without opening every submission.
Turn financial statement compilation visitors into qualified clients
Give every financial statement compilation visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you take the first call.