Know which financial statement review leads deserve a consultation
The intake asks who the review is for, what's driving the request — lender, investor, or grant compliance — and whether your client can authorize you to access their records, plus collects any draft financial statements they already have.
The exact intake your financial statement review leads complete
This is the real 6-question guided intake for Financial Statement Review — the same flow your customers finish before you ever pick up the phone.
What a qualified financial statement review lead should tell you
A limited-assurance engagement in which an accountant analytically reviews a client's financial statements for consistency and reasonableness without performing full audit procedures.
- This Financial Statement Review
- Purpose This Financial Statement
- Already Have Complete Financial
- Period Financial Statements Cover
- Authorized Share These Financial
- Review Completed
The questions your team needs answered
Every financial statement review intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| Who needs this financial statement review? | Distinguishes nonprofit and business requesters, who typically need review scope and reporting tailored differently than an individual or self-employed client. |
| What is the purpose of this financial statement review? | Reveals whether an external party like a lender or grantor is driving the deadline, which shapes both urgency and the level of documentation the review must support. |
| Do you already have complete financial statements prepared? | Tells your team whether the engagement starts with a review of finished statements or includes preparation work first, changing scope and timeline expectations. |
| Which period do the financial statements cover? | A multi-year or quarterly scope changes the amount of documentation and time the review requires compared to a single annual period. |
| Are you authorized to share these financial records with a reviewing accountant? | Without authorization to access the client's records, the firm can't legally begin the review no matter how urgent or well-funded the request appears. |
| When do you need the review completed? | Separates lender-driven deadlines that need immediate attention from open-ended internal reviews that can be scheduled around existing workload. |
How Cliont scores financial statement review leads
Every answer is weighted automatically — no manual review required.
Value signals
- Lender or bank requirement
- Investor or board request
- Grant or compliance requirement
- Internal check or general oversight
- Not sure
- Already Have Complete Financial: yes
Urgency signals
- Immediately
See the lead your team receives
Financial Statement Review 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 review workflows
| Cliont capability | Financial Statement Review application |
|---|---|
| Conditional branching | Routes nonprofit clients citing grant compliance differently than businesses citing lender requirements, since both carry different documentation needs. |
| Lead scoring | Weighs purpose (lender, investor, grant, internal) alongside whether records access is authorized, so a client without authorization doesn't score as ready for a consultation. |
| Urgency tagging | Flags clients who select 'Immediately' for completion timing so lender-covenant deadlines surface ahead of open-ended internal reviews. |
| Document collection | Prompts for draft or prior-year financial statements based on the stated reporting period, so multi-year requests arrive with the right files attached. |
Common financial statement review lead scenarios
Bank-required review, tight deadline
A business needs a review to satisfy a lender covenant and selects 'Immediately' for timing — the intake flags this as both high-value and urgent so it doesn't sit in a queue.
Investor request, statements incomplete
A founder needs a review for a board or investor but hasn't finished preparing statements yet, so the intake surfaces that gap before your team schedules a consultation.
Nonprofit grant compliance review
A nonprofit needs a review tied to a grant requirement covering multiple years of statements, routing differently than a standard annual business review.
Internal check, no fixed deadline
An owner wants a general internal review with no external requirement and no specific deadline — still valuable, but lower urgency than a lender or grant-driven request.
Client unsure why review is needed
The requester selects 'Not sure' for purpose, which the intake still treats as worth a follow-up so your firm can clarify scope directly rather than losing the lead.
Connect Cliont to your workflow
Send leads
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Book projects
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Notify your team
Email, SMS, Slack
Automate follow-up
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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 Review lead-intake FAQs
How does the intake tell a review request apart from a full audit request?
The purpose question captures whether the client needs a review for a lender, investor, grant, or internal reason, and separate framing keeps review requests distinct from full audit or compilation engagements listed elsewhere in your library.
What happens if a client hasn't finished preparing their financial statements yet?
The intake asks directly whether complete statements already exist; a 'no' answer still scores as valuable but signals your team should expect prep work before the review itself can start.
Why does the intake ask if the client can authorize sharing their records?
A client who can't yet authorize access to their financial records isn't ready to move forward, so this question protects your firm from scheduling a consultation before permissions are actually in place.
Can the intake catch clients who need the review completed immediately?
Yes — the timeline question isolates 'Immediately' as an urgent signal, letting you prioritize lender-driven or deadline-sensitive review requests over open-ended ones.
What if a client picks 'Not sure' when asked why they need the review?
That answer still carries meaningful weight in scoring rather than being discarded, since many clients know they need a review before they know the exact regulatory or lender reason behind it.
Does the intake differentiate between individuals, nonprofits, and businesses?
Yes — the who-needs-this question separates individual, self-employed, nonprofit, and business requesters so your team can route nonprofit or grant-related reviews differently from standard business reviews.
Turn financial statement review visitors into qualified clients
Give every financial statement review visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you take the first call.