Form cover
Page 1 of 6

Pre-Audit Discovery Questionnaire

CPA and Accounting Firm Process and Automation Review

Thank you for taking the time to complete this questionnaire.

Most CPA firms have capable teams and solid software tools. However the day-to-day workflows that connect those systems are often informal, undocumented, manual, or overly dependent on tribal knowledge. Over time, this can lead to inefficiencies, bottlenecks, rework, and increased risk - especially during peak tax and payroll periods.

This questionnaire helps us:

* Understand how work actually flows through your firm today

* Identify manual steps, handoffs, delays, and points of rework

* Prepare for a focused and productive audit walkthrough

* Ensure recommendations are practical, realistic, and relevant to your firm.

⏱️  Estimated time: 20–30 minutes

How to answer: Please answer based on your current, real-world processes, even if they are informal or inconsistent.

There are no right or wrong answers. Honest responses help us deliver the most value from your audit.

All information shared is confidential and used solely to deliver your ShaktiCompass Process Automation Audit report.

Section 1: Firm Overview

This section helps us understand your firm's size, structure, and service mix.

1. Firm Name

2. Person who will participate in the audit walkthrough

2.1 Primary contact First name

2.2 Primary contact Last name

2.3 Tile/Role

2.4 Primary contact email address

3. Firm Size: Number of Team Members (Including Partners)

3. Firm Size: Number of Team Members (Including Partners)
A
B
C
D
E
NOTE: This helps us benchmark process complexity and staffing leverage.

4. Services offered (Select all that apply)

4. Services offered (Select all that apply)

Other services offered

5. Number of Tax returns per month

2. Number of bookkeeping clients per month

3. Number of payroll clients per month

8. What’s your average monthly revenue range?

8. What’s your average monthly revenue range?
A
B
C
D