360 Assessment Pipeline
NextLevel Assessment · Internal Workflow Tool
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Drop a completed client CSV here or click to browse — all fields will auto-populate below
or fill in manually
Business overview
Alignment call notes
Secretary of State — LLC Status
Attach screenshot to presentation deck. Select the current status below.
Registered Agent Review
Operating Agreement Review
Check each provision that IS present in the agreement. Unchecked items = gaps to present in the close call.
Ownership & Membership
Management Structure
Financial Matters
Member Departure & Dissolution
Legal Protection
Living Trust
Management Company
Does the client currently have a management company entity in place?
Additional Legal Notes
P&L data entry from QuickBooks export
Balance sheet data from QuickBooks export
Industry-specific
Select an industry in step 1 to see industry-specific fields.
⚙ Rate Configuration
Set the hourly rate used to calculate cleanup and monthly reporting estimates. This applies to all sections below.
Review hours = prep hrs × this multiplier (default 35%)
Admin hours = prep hrs × this multiplier (default 25%)
Section A — Bank Account Review
Enter one row per bank/credit account. Hours are auto-calculated using the tiered formula.
Categorization & Reconciliation Formula Guide
Categorization (unaccepted txns): <35 = 0.5 hr · 36–75 = 1 hr · +1 hr per additional 35/75 interval
Reconciliation (unreconciled txns): <100 = 0.5 hr · >100 = 1 hr · +1 hr per additional 100 txn interval
Assessor may apply manual adjustment per judgement.
Reconciliation (unreconciled txns): <100 = 0.5 hr · >100 = 1 hr · +1 hr per additional 100 txn interval
Assessor may apply manual adjustment per judgement.
0
Total transactions
0.0
Categorization hrs
0.0
Reconciliation hrs
— use for complex data situations
Section A Total (cleanup hours)
0.0 hrs
Section B — Transaction Volume (Monthly Reporting)
Pull 3 months from QBO client overview tab: most recent month-end + 2 additional periods within past 12 months.
Preparation Hours Formula
Avg monthly txns: <35 = 0.5 hr · 36–75 = 1 hr · +1 hr per additional 35/75 interval
Review hours indexed at 35% of prep · Admin hours indexed at 25% of prep
Review hours indexed at 35% of prep · Admin hours indexed at 25% of prep
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Avg monthly txns
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Prep hrs/month
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Total hrs/month
Section B — Monthly reporting hours
— hrs/mo
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Prep hrs
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Review hrs
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Admin hrs
Section C — Chart of Accounts Review
Manual assessment — no formula. Use professional judgement based on CoA complexity and state.
Financial Cleanup Summary
Auto-calculated from Sections A, B, and C. Assessor notes from alignment call below.
0.0
Total cleanup hrs (A+C)
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Monthly reporting hrs
$—
Est. cleanup cost
$—
Est. monthly cost
$—
Est. annual cost
$150/hr
Configured rate
ICA grade
Legal compliance summary
Calculated financial metrics
Financial benchmark flags
Financial cleanup estimate
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