GDC SOP Generator

Client Identity

Contacts

GDC Service Setup

Client start date with GDC Service cadence

GDC Account Managers

SOP Governance

SOP author Author role SOP owner SOP status Date created

Entity and Jurisdiction

Entity type Tax classification Tax filing period Formation state Primary operating state Fiscal year end EIN Owners / shareholders / members (summary) Board exists? Restricted funds? Personal/business mixing?

Entity Registration Profile

Stable entity facts captured once and reused on every state tax / business-license registration form. Banking and card details are deliberately not captured here — see Section A3 in outputs/grace-interview-3-gap-fill-questions.md for the pending vault decision.

Incorporation / formation date State of incorporation NAICS code Business phone

Primary physical address

Street Suite / unit City State ZIP County

Mailing address

Same as physical?

Mailing street Mailing suite / unit Mailing city Mailing state Mailing ZIP

Owners and officers

Prior entity history (acquisition, merger, or name change)

Tax return preparer

Operating States

Operating Types

Revenue Streams

Accounting Platforms

Tech Stack

Balance Sheet and Compliance

Bank accounts? Credit cards? Loans / debt? Fixed assets? Inventory? Prepaids? Deferred revenue? Security deposits? Intercompany transfers? Owner/shareholder loans? Personal expenses mixed in? 1099 filing required? Board reporting? Grant reporting? Default depreciation method

Balance Sheet Schedules

Customer Billing, AR, and Cash Receipts

Accounts receivable / AR? Creates invoices? Collections needed? Unpaid customer invoice report / AR aging? Invoice system Invoice approver Collections owner

Payment Methods

Vendor Bills, AP, and Payments

Accounts payable / AP? Receives vendor bills? Approval before payment? Recurring bills? AP system / bill pay tool Bill approver Payment approver Payment authority Unpaid vendor bill report / AP aging? W-9 collection process?

Payroll and People

W-2 employees? Contractors? Payroll provider Pay cadence Who processes payroll? Who approves payroll? Payroll journal entry required? Benefits / deductions? Owner payroll?

Employee / Payroll Tax States

Tracking Dimensions

Tax and Compliance Filings

Deliverables and Deadlines

Budgeting and Cash Flow

Budget exists? Budget source Budget owner Budget vs actual cadence Cash flow tracker required? Cash flow horizon Low-cash threshold ($)

Controls

Payroll approver Reimbursement approver Money movement authority Spending approval threshold Dual approval required? Final reports recipient Client questions contact CPA contact rules Document storage location Sign-off evidence type Max review turnaround Escalation contact when sign-off delayed Open-items tracker location Communication channel preference Follow-up cadence Escalation threshold (days open) Access change approver Access review cadence Virtual / forwarded mailbox in use? Mailbox provider Mail scan / forward cadence

Verification Evidence

Updated automatically Ready

0Modules

0Tasks

0Evidence

0Deliverables

Generated SOP

Workflow Preview

ClickUp-ready task structure

Evidence Preview

Required exports, fields, date ranges, and exception tests

Deliverables Preview

What GDC owes the client, with cadence, recipient, and source

Deliverables by Deadline

Management view for due dates and recipients