Top 3 Goals These are meant to be a snapshot of your current goal focus areas and may change as we identify areas of opportunity through the plan of action process.1. 2. 3. What results do you expect to see in your practice within six months of joining iVET360?(Required)Accounting Software:Please Enter if service level includes analytics services.Please SelectQuickbooks OnlineQuickbooks DesktopOtherOther Accounting Software:(Required) Financials reports in accounting software last updated through:Please Enter if service level includes analytics services. MM slash DD slash YYYY Bookkeeping Contact for Financial reports requestNamePlease Enter if service level includes analytics services. First Last EmailPlease Enter if service level includes analytics services. OwnershipPrefix First Name Last Name Email Business Title Ownership Tenure Share % Add a Second Owner? Yes Prefix First Name Last Name Email Business Title Ownership Tenure Share % Add a Third Owner? Yes Prefix First Name Last Name Email Business Title Ownership Tenure Share % Add a Fourth Owner? Yes Prefix First Name Last Name Email Business Title Ownership Tenure Share % Add a Fifth Owner? Yes Prefix First Name Last Name Email Business Title Ownership Tenure Share % Location(s) InformationLocation Name:(Required) Business Type LLC S-Corp C-Corp Other Other Business Type: Tax Year Calendar Year Fiscal Year Start Date: Primary Contact Total # of support staff hours for the last 12 monthsTotal support hours should include all Regular/OT/ PTO/SICK for the last 12 months and should be available in your payroll summary report. Estimated Current Full-Time Equivalent DVMs(How do I calculate this?) Please list any dramatic staffing changes in the last yearNumber of Exam Rooms Square feet of leased/owned space Date of last fee increase (month and year) How often do you typically do fee increases per year?Average Fee Percentage Increase Over Course of Year (excluding shoppable fees) Add a Second Location? Yes Location Name: Address Street Address Address Line 2 City State / Province / Region ZIP / Postal Code PhoneFaxWebsite Business Type (Second Location) LLC S-Corp C-Corp Other Other Business Type: Tax Year (Second Location) Calendar Year Fiscal Year Start Date: Primary Contact Total # of support staff hours for the last 12 monthsTotal support hours should include all Regular/OT/ PTO/SICK for the last 12 months and should be available in your payroll summary report. Estimated Full-Time Equivalent DVM for Previous Year:(How do I calculate this?) Number of Exam Rooms Square feet of leased/owned space Date of last fee increase (month and year) Average Fee Percentage Increase Over Course of Year (excluding shoppable fees) Add a Third Location? Yes Location Name: Address Street Address Address Line 2 City State / Province / Region ZIP / Postal Code PhoneFaxWebsite Business Type (Third Location) LLC S-Corp C-Corp Other Other Business Type: Tax Year (Third Location) Calendar Year Fiscal Year Start Date: Primary Contact Total # of support staff hours for the last 12 monthsTotal support hours should include all Regular/OT/ PTO/SICK for the last 12 months and should be available in your payroll summary report. Estimated Full-Time Equivalent DVM for Previous Year:(How do I calculate this?) Number of Exam Rooms Square feet of leased/owned space Date of last fee increase (month and year) Average Fee Percentage Increase Over Course of Year (excluding shoppable fees) Add a Fourth Location? Yes Location Name: Address Street Address Address Line 2 City State / Province / Region ZIP / Postal Code PhoneFaxWebsite Business Type (Fourth Location) LLC S-Corp C-Corp Other Other Business Type: Tax Year (Fourth Location) Calendar Year Fiscal Year Start Date: Primary Contact Total # of support staff hours for the last 12 monthsTotal support hours should include all Regular/OT/ PTO/SICK for the last 12 months and should be available in your payroll summary report. Estimated Full-Time Equivalent DVM for Previous Year:(How do I calculate this?) Number of Exam Rooms Square feet of leased/owned space Date of last fee increase (month and year) Average Fee Percentage Increase Over Course of Year (excluding shoppable fees) Add a Fifth Location? Yes Location Name: Address Street Address Address Line 2 City State / Province / Region ZIP / Postal Code PhoneFaxWebsite Business Type (Fifth Location) LLC S-Corp C-Corp Other Other Business Type: Tax Year (Fifth Location) Calendar Year Fiscal Year Start Date: Primary Contact Total # of support staff hours for the last 12 monthsTotal support hours should include all Regular/OT/ PTO/SICK for the last 12 months and should be available in your payroll summary report. Estimated Full-Time Equivalent DVM for Previous Year:(How do I calculate this?) Number of Exam Rooms Square feet of leased/owned space Date of last fee increase (month and year) Average Fee Percentage Increase Over Course of Year (excluding shoppable fees) Management Staff Information Please list details for staff in a management role with in the practice.Name First Last Email Role Start Date Certifications Notes (Optional)Select all that apply: Final decision maker for marketing materials (applies to marketing services only) Final decision maker for website design (applies to marketing services only) Primary point of contact for financial questions (applies to analytics services only) Primary point of contact for HR related questions (applies to HRT services only) Ok to receive financial or payroll related data in calls and on email (applies to analytics services only) Add Second Management Staff Member? Yes Name First Last Email Role Start Date Certifications Notes (Optional)Select all that apply: Final decision maker for marketing materials (applies to marketing services only) Final decision maker for website design (applies to marketing services only) Primary point of contact for financial questions (applies to analytics services only) Primary point of contact for HR related questions (applies to HRT services only) Ok to receive financial or payroll related data in calls and on email (applies to analytics services only) Add Third Management Staff Member? Yes Name First Last Email Role Start Date Certifications Notes (Optional)Select all that apply: Final decision maker for marketing materials (applies to marketing services only) Final decision maker for website design (applies to marketing services only) Primary point of contact for financial questions (applies to analytics services only) Primary point of contact for HR related questions (applies to HRT services only) Ok to receive financial or payroll related data in calls and on email (applies to analytics services only) Add Fourth Management Staff Member? Yes Name First Last Email Role Start Date Certifications Notes (Optional)Select all that apply: Final decision maker for marketing materials (applies to marketing services only) Final decision maker for website design (applies to marketing services only) Primary point of contact for financial questions (applies to analytics services only) Primary point of contact for HR related questions (applies to HRT services only) Ok to receive financial or payroll related data in calls and on email (applies to analytics services only) Add Fifth Management Staff Member? Yes Name First Last Email Role Start Date Certifications Notes (Optional)Select all that apply: Final decision maker for marketing materials (applies to marketing services only) Final decision maker for website design (applies to marketing services only) Primary point of contact for financial questions (applies to analytics services only) Primary point of contact for HR related questions (applies to HRT services only) Ok to receive financial or payroll related data in calls and on email (applies to analytics services only) Add Sixth Management Staff Member? Yes Name First Last Email Role Start Date Certifications Notes (Optional)Select all that apply: Final decision maker for marketing materials (applies to marketing services only) Final decision maker for website design (applies to marketing services only) Primary point of contact for financial questions (applies to analytics services only) Primary point of contact for HR related questions (applies to HRT services only) Ok to receive financial or payroll related data in calls and on email (applies to analytics services only) Add Seventh Management Staff Member? Yes Name First Last Email Role Start Date Certifications Notes (Optional)Select all that apply: Final decision maker for marketing materials (applies to marketing services only) Final decision maker for website design (applies to marketing services only) Primary point of contact for financial questions (applies to analytics services only) Primary point of contact for HR related questions (applies to HRT services only) Ok to receive financial or payroll related data in calls and on email (applies to analytics services only) Add Eighth Management Staff Member? Yes Name First Last Email Role Start Date Certifications Notes (Optional)Select all that apply: Final decision maker for marketing materials (applies to marketing services only) Final decision maker for website design (applies to marketing services only) Primary point of contact for financial questions (applies to analytics services only) Primary point of contact for HR related questions (applies to HRT services only) Ok to receive financial or payroll related data in calls and on email (applies to analytics services only) Add Ninth Management Staff Member? Yes Name First Last Email Role Start Date Certifications Notes (Optional)Select all that apply: Final decision maker for marketing materials (applies to marketing services only) Final decision maker for website design (applies to marketing services only) Primary point of contact for financial questions (applies to analytics services only) Primary point of contact for HR related questions (applies to HRT services only) Ok to receive financial or payroll related data in calls and on email (applies to analytics services only) Add Tenth Management Staff Member? Yes Name First Last Email Role Start Date Certifications Notes (Optional)Select all that apply: Final decision maker for marketing materials (applies to marketing services only) Final decision maker for website design (applies to marketing services only) Primary point of contact for financial questions (applies to analytics services only) Primary point of contact for HR related questions (applies to HRT services only) Ok to receive financial or payroll related data in calls and on email (applies to analytics services only) Δ
