Financing Outsourcing, Inc. has acquired a new client , The Latte Laundry , an upscale laundromat and gourmet coffee shop . Your employees need to establish a spreadsheet workbook for each new client . In order to do this , you must have basic information , both general and specific as it relates to the customized needs of each of your clients. You and the members of your team have scheduled an intake conference with the owner of Latte Laundry.
Describe the types of information that must be incorporated into the spreadsheet. Be specific about the historic documentation you need Latte Laundry to bring to the meeting. Enumerate the types of information you need to capture. Be prepared to answer questions posed by Ed, the owner of the Latte Laundry.Like most small business owners, Ed doesn't understand much about spreadsheets. He is likely to ask you questions about the basic financial functions and organizing the content on the spreadsheets.
You need to ensure that the employees are prepared to answer the common questions Ed will likely pose. You have been concentrating on the intake questions you want to ask of the client. What kinds of questions do you anticipate the client will ask of you? Create two possible questions which you think a typical client would ask of you in your Financial Outsourcing. The members of your discussion group will take the role of your employees.