[
  {
    "name": "Service Focus (Bkpg/Tax)",
    "label": "Which areas should we handle first?",
    "field_type": "dropdown",
    "type": "CRM-Target",
    "default_value": null,
    "required": 0,
    "clientAllowEdit": 0,
    "staffAllowEdit": 0,
    "usage": null,
    "options": [
      {
        "value": "Monthly bookkeeping"
      },
      {
        "value": "Cleanup/catch-up"
      },
      {
        "value": "Receipt capture setup"
      },
      {
        "value": "AR invoicing/collections"
      },
      {
        "value": "AP bills/payments"
      },
      {
        "value": "1099 filings"
      },
      {
        "value": "Payroll coordination"
      },
      {
        "value": "Sales tax filings"
      },
      {
        "value": "Year-end tax prep"
      },
      {
        "value": "Advisory touchpoints"
      }
    ],
    "niche": "Bookkeeping",
    "privateKey": "service-focus-bkpg-tax",
    "libraryMeta": {
      "aiKeywords": [
        "service",
        "assistance",
        "support",
        "focus",
        "bkpg",
        "tax",
        "levy",
        "duty",
        "area",
        "handle",
        "first",
        "payment amount",
        "invoice number",
        "billing details",
        "expense summary",
        "fee amount",
        "discount rate",
        "tax amount",
        "payment terms",
        "payment status"
      ],
      "niche": "Bookkeeping"
    },
    "meta": {
      "isMultiple": true
    }
  },
  {
    "name": "Cleanup Age (months)",
    "label": "How many months of cleanup are needed (if any)?",
    "field_type": "dropdown",
    "type": "CRM-Target",
    "default_value": null,
    "required": 0,
    "clientAllowEdit": 0,
    "staffAllowEdit": 0,
    "usage": null,
    "options": [
      {
        "value": "0"
      },
      {
        "value": "1-2"
      },
      {
        "value": "3-6"
      },
      {
        "value": "7-12"
      },
      {
        "value": "13-24"
      },
      {
        "value": "24+"
      }
    ],
    "niche": "Bookkeeping",
    "privateKey": "cleanup-age-months",
    "libraryMeta": {
      "aiKeywords": [
        "cleanup",
        "age",
        "month",
        "many",
        "needed"
      ],
      "niche": "Bookkeeping"
    }
  },
  {
    "name": "Preferred Close Cadence",
    "label": "How often should we perform bookkeeping closes?",
    "field_type": "dropdown",
    "type": "CRM-Target",
    "default_value": null,
    "required": 0,
    "clientAllowEdit": 0,
    "staffAllowEdit": 0,
    "usage": null,
    "options": [
      {
        "value": "Monthly"
      },
      {
        "value": "Quarterly"
      },
      {
        "value": "Annually"
      },
      {
        "value": "Project-based"
      }
    ],
    "niche": "Bookkeeping",
    "privateKey": "preferred-close-cadence",
    "libraryMeta": {
      "aiKeywords": [
        "close",
        "cadence",
        "often",
        "perform",
        "bookkeeping"
      ],
      "niche": "Bookkeeping"
    }
  },
  {
    "name": "Close Checklist Status (current period)",
    "label": "Status of the current period's close checklist.",
    "field_type": "dropdown",
    "type": "CRM-Target",
    "default_value": null,
    "required": 0,
    "clientAllowEdit": 0,
    "staffAllowEdit": 0,
    "usage": null,
    "options": [
      {
        "value": "Not started"
      },
      {
        "value": "In progress"
      },
      {
        "value": "Submitted for review"
      },
      {
        "value": "Complete"
      }
    ],
    "niche": "Bookkeeping",
    "privateKey": "close-checklist-status-current-period",
    "libraryMeta": {
      "aiKeywords": [
        "close",
        "checklist",
        "status",
        "state",
        "condition",
        "progress",
        "stage",
        "current status",
        "issue status",
        "case status",
        "open vs closed",
        "pending vs resolved",
        "period",
        "current state",
        "advancement",
        "development",
        "progress stage",
        "stage of process",
        "status level"
      ],
      "niche": "Bookkeeping"
    }
  },
  {
    "name": "Prior Preparer / Bookkeeper (name)",
    "label": "Name of prior tax preparer or bookkeeper (if any).",
    "field_type": "textfield",
    "type": "CRM-Target",
    "default_value": null,
    "required": 0,
    "clientAllowEdit": 0,
    "staffAllowEdit": 0,
    "usage": null,
    "options": [],
    "niche": "Bookkeeping",
    "privateKey": "prior-preparer-bookkeeper-name",
    "libraryMeta": {
      "aiKeywords": [
        "prior",
        "preparer",
        "bookkeeper",
        "name",
        "title",
        "designation",
        "identifier",
        "tax",
        "levy",
        "duty",
        "payment amount",
        "invoice number",
        "billing details",
        "expense summary",
        "fee amount",
        "discount rate",
        "tax amount",
        "payment terms",
        "payment status",
        "invoice details"
      ],
      "niche": "Bookkeeping"
    }
  },
  {
    "name": "Prior Year Books Status",
    "label": "What is the status of your prior year books?",
    "field_type": "dropdown",
    "type": "CRM-Target",
    "default_value": null,
    "required": 0,
    "clientAllowEdit": 0,
    "staffAllowEdit": 0,
    "usage": null,
    "options": [
      {
        "value": "Closed and final"
      },
      {
        "value": "Draft"
      },
      {
        "value": "Incomplete"
      },
      {
        "value": "Unknown"
      }
    ],
    "niche": "Bookkeeping",
    "privateKey": "prior-year-books-status",
    "libraryMeta": {
      "aiKeywords": [
        "prior",
        "year",
        "book",
        "status",
        "state",
        "condition",
        "progress",
        "stage",
        "current status",
        "issue status",
        "case status",
        "open vs closed",
        "pending vs resolved",
        "current state",
        "advancement",
        "development",
        "progress stage",
        "stage of process",
        "status level"
      ],
      "niche": "Bookkeeping"
    }
  },
  {
    "name": "Data Migration Needed",
    "label": "Do you need data migrated from a prior system?",
    "field_type": "radio",
    "type": "CRM-Target",
    "default_value": null,
    "required": 0,
    "clientAllowEdit": 0,
    "staffAllowEdit": 0,
    "usage": null,
    "options": [
      {
        "value": "Yes"
      },
      {
        "value": "No"
      },
      {
        "value": "Not sure"
      }
    ],
    "niche": "Bookkeeping",
    "privateKey": "data-migration-needed",
    "libraryMeta": {
      "aiKeywords": [
        "data",
        "migration",
        "needed",
        "need",
        "migrated",
        "prior",
        "system"
      ],
      "niche": "Bookkeeping"
    }
  },
  {
    "name": "Migration Source System(s)",
    "label": "List any systems we'll migrate data from.",
    "field_type": "textarea",
    "type": "CRM-Target",
    "default_value": null,
    "required": 0,
    "clientAllowEdit": 0,
    "staffAllowEdit": 0,
    "usage": null,
    "options": [],
    "niche": "Bookkeeping",
    "privateKey": "migration-source-system-s",
    "libraryMeta": {
      "aiKeywords": [
        "migration",
        "source",
        "origin",
        "cause",
        "system",
        "ll",
        "migrate",
        "data"
      ],
      "niche": "Bookkeeping"
    }
  },
  {
    "name": "Primary Operating Bank (name only)",
    "label": "Primary operating bank name (no account numbers).",
    "field_type": "textfield",
    "type": "CRM-Target",
    "default_value": null,
    "required": 0,
    "clientAllowEdit": 0,
    "staffAllowEdit": 0,
    "usage": null,
    "options": [],
    "niche": "Bookkeeping",
    "privateKey": "primary-operating-bank-name-only",
    "libraryMeta": {
      "aiKeywords": [
        "primary",
        "operating",
        "bank",
        "financial institution",
        "name",
        "title",
        "designation",
        "identifier",
        "account",
        "number"
      ],
      "niche": "Bookkeeping"
    }
  },
  {
    "name": "Other Financial Institutions (names)",
    "label": "Other banks/credit cards/loans (names only).",
    "field_type": "textarea",
    "type": "CRM-Target",
    "default_value": null,
    "required": 0,
    "clientAllowEdit": 0,
    "staffAllowEdit": 0,
    "usage": null,
    "options": [],
    "niche": "Bookkeeping",
    "privateKey": "other-financial-institutions-names",
    "libraryMeta": {
      "aiKeywords": [
        "financial",
        "institution",
        "name",
        "title",
        "designation",
        "identifier",
        "bank",
        "financial institution",
        "credit",
        "card",
        "loan",
        "budget range",
        "cost estimate",
        "price range",
        "spending range",
        "financial estimate",
        "budget forecast",
        "cost analysis",
        "budget amount",
        "financial budget"
      ],
      "niche": "Bookkeeping"
    }
  },
  {
    "name": "Reconciliation Cadence Target",
    "label": "How often should reconciliations occur?",
    "field_type": "dropdown",
    "type": "CRM-Target",
    "default_value": null,
    "required": 0,
    "clientAllowEdit": 0,
    "staffAllowEdit": 0,
    "usage": null,
    "options": [
      {
        "value": "Weekly"
      },
      {
        "value": "Bi-weekly"
      },
      {
        "value": "Monthly"
      },
      {
        "value": "Quarterly"
      }
    ],
    "niche": "Bookkeeping",
    "privateKey": "reconciliation-cadence-target",
    "libraryMeta": {
      "aiKeywords": [
        "reconciliation",
        "cadence",
        "target",
        "often",
        "occur"
      ],
      "niche": "Bookkeeping"
    }
  },
  {
    "name": "Last Reconciliation Month Closed",
    "label": "What is the most recent month fully reconciled?",
    "field_type": "textfield",
    "type": "CRM-Target",
    "default_value": null,
    "required": 0,
    "clientAllowEdit": 0,
    "staffAllowEdit": 0,
    "usage": null,
    "options": [],
    "niche": "Bookkeeping",
    "privateKey": "last-reconciliation-month-closed",
    "libraryMeta": {
      "aiKeywords": [
        "last",
        "reconciliation",
        "month",
        "closed",
        "recent",
        "fully",
        "reconciled"
      ],
      "niche": "Bookkeeping"
    }
  },
  {
    "name": "Bank Rules to Create (seed)",
    "label": "List example bank rules to set up (e.g., vendor → expense).",
    "field_type": "textarea",
    "type": "CRM-Target",
    "default_value": null,
    "required": 0,
    "clientAllowEdit": 0,
    "staffAllowEdit": 0,
    "usage": null,
    "options": [],
    "niche": "Bookkeeping",
    "privateKey": "bank-rules-to-create-seed",
    "libraryMeta": {
      "aiKeywords": [
        "bank",
        "financial institution",
        "rule",
        "create",
        "seed",
        "example",
        "vendor",
        "supplier",
        "provider",
        "expense",
        "cost",
        "expenditure",
        "payment amount",
        "invoice number",
        "billing details",
        "expense summary",
        "fee amount",
        "discount rate",
        "tax amount",
        "payment terms"
      ],
      "niche": "Bookkeeping"
    }
  },
  {
    "name": "Petty Cash Handling",
    "label": "Do you use petty cash and how is it controlled?",
    "field_type": "dropdown",
    "type": "CRM-Target",
    "default_value": null,
    "required": 0,
    "clientAllowEdit": 0,
    "staffAllowEdit": 0,
    "usage": null,
    "options": [
      {
        "value": "No petty cash"
      },
      {
        "value": "Petty cash with logs"
      },
      {
        "value": "Petty cash minimal controls"
      }
    ],
    "niche": "Bookkeeping",
    "privateKey": "petty-cash-handling",
    "libraryMeta": {
      "aiKeywords": [
        "petty",
        "cash",
        "handling",
        "use",
        "controlled"
      ],
      "niche": "Bookkeeping"
    }
  },
  {
    "name": "Invoice Terms (standard)",
    "label": "What are your standard customer invoice terms?",
    "field_type": "dropdown",
    "type": "CRM-Target",
    "default_value": null,
    "required": 0,
    "clientAllowEdit": 0,
    "staffAllowEdit": 0,
    "usage": null,
    "options": [
      {
        "value": "Due upon receipt"
      },
      {
        "value": "Net 7"
      },
      {
        "value": "Net 15"
      },
      {
        "value": "Net 30"
      },
      {
        "value": "Net 45"
      },
      {
        "value": "Net 60"
      }
    ],
    "niche": "Bookkeeping",
    "privateKey": "invoice-terms-standard",
    "libraryMeta": {
      "aiKeywords": [
        "invoice",
        "bill",
        "statement",
        "term",
        "standard",
        "customer",
        "client",
        "buyer",
        "payment amount",
        "invoice number",
        "billing details",
        "expense summary",
        "fee amount",
        "discount rate",
        "tax amount",
        "payment terms",
        "payment status",
        "invoice details",
        "billing summary",
        "expense amount"
      ],
      "niche": "Bookkeeping"
    }
  },
  {
    "name": "Late Fee Policy",
    "label": "Do you apply late fees and at what rate?",
    "field_type": "textfield",
    "type": "CRM-Target",
    "default_value": null,
    "required": 0,
    "clientAllowEdit": 0,
    "staffAllowEdit": 0,
    "usage": null,
    "options": [],
    "niche": "Bookkeeping",
    "privateKey": "late-fee-policy",
    "libraryMeta": {
      "aiKeywords": [
        "late",
        "fee",
        "policy",
        "guideline",
        "rule",
        "apply",
        "rate",
        "payment amount",
        "invoice number",
        "billing details",
        "expense summary",
        "fee amount",
        "discount rate",
        "tax amount",
        "payment terms",
        "payment status",
        "invoice details",
        "billing summary",
        "expense amount",
        "pricing"
      ],
      "niche": "Bookkeeping"
    }
  },
  {
    "name": "Preferred Invoicing Method",
    "label": "How should invoices be delivered?",
    "field_type": "dropdown",
    "type": "CRM-Target",
    "default_value": null,
    "required": 0,
    "clientAllowEdit": 0,
    "staffAllowEdit": 0,
    "usage": null,
    "options": [
      {
        "value": "Email"
      },
      {
        "value": "Customer portal"
      },
      {
        "value": "Postal mail"
      },
      {
        "value": "SMS link"
      }
    ],
    "niche": "Bookkeeping",
    "privateKey": "preferred-invoicing-method",
    "libraryMeta": {
      "aiKeywords": [
        "invoicing",
        "method",
        "invoice",
        "bill",
        "statement",
        "delivered"
      ],
      "niche": "Bookkeeping"
    }
  },
  {
    "name": "Collections Approach",
    "label": "Preferred approach for overdue receivables.",
    "field_type": "dropdown",
    "type": "CRM-Target",
    "default_value": null,
    "required": 0,
    "clientAllowEdit": 0,
    "staffAllowEdit": 0,
    "usage": null,
    "options": [
      {
        "value": "Friendly reminders"
      },
      {
        "value": "Standard sequence"
      },
      {
        "value": "Strict escalation"
      },
      {
        "value": "Third-party agency"
      }
    ],
    "niche": "Bookkeeping",
    "privateKey": "collections-approach",
    "libraryMeta": {
      "aiKeywords": [
        "collection",
        "approach",
        "overdue",
        "receivable"
      ],
      "niche": "Bookkeeping"
    }
  },
  {
    "name": "Bill Approval Workflow",
    "label": "How should vendor bills be approved?",
    "field_type": "dropdown",
    "type": "CRM-Target",
    "default_value": null,
    "required": 0,
    "clientAllowEdit": 0,
    "staffAllowEdit": 0,
    "usage": null,
    "options": [
      {
        "value": "Single approver"
      },
      {
        "value": "Two-step approval"
      },
      {
        "value": "Amount-based approval"
      },
      {
        "value": "No formal approval"
      }
    ],
    "niche": "Bookkeeping",
    "privateKey": "bill-approval-workflow",
    "libraryMeta": {
      "aiKeywords": [
        "bill",
        "approval",
        "workflow",
        "vendor",
        "supplier",
        "provider",
        "approved",
        "consent capture",
        "permission capture",
        "authorization process",
        "legal approval",
        "data consent",
        "privacy consent",
        "permission granted",
        "consent status",
        "permission status",
        "data permission",
        "consent requirement",
        "company name",
        "organization name"
      ],
      "niche": "Bookkeeping"
    }
  },
  {
    "name": "Payment Run Frequency",
    "label": "How often should AP payments be run?",
    "field_type": "dropdown",
    "type": "CRM-Target",
    "default_value": null,
    "required": 0,
    "clientAllowEdit": 0,
    "staffAllowEdit": 0,
    "usage": null,
    "options": [
      {
        "value": "Weekly"
      },
      {
        "value": "Bi-weekly"
      },
      {
        "value": "Semi-monthly"
      },
      {
        "value": "Monthly"
      },
      {
        "value": "Ad hoc"
      }
    ],
    "niche": "Bookkeeping",
    "privateKey": "payment-run-frequency",
    "libraryMeta": {
      "aiKeywords": [
        "payment",
        "invoice",
        "billing",
        "fee",
        "run",
        "frequency",
        "often",
        "ap",
        "payment amount",
        "invoice number",
        "billing details",
        "expense summary",
        "fee amount",
        "discount rate",
        "tax amount",
        "payment terms",
        "payment status",
        "invoice details",
        "billing summary",
        "expense amount"
      ],
      "niche": "Bookkeeping"
    }
  },
  {
    "name": "Preferred Bill Pay Method",
    "label": "Preferred method for paying vendor bills.",
    "field_type": "dropdown",
    "type": "CRM-Target",
    "default_value": null,
    "required": 0,
    "clientAllowEdit": 0,
    "staffAllowEdit": 0,
    "usage": null,
    "options": [
      {
        "value": "Bank transfer/ACH"
      },
      {
        "value": "Bill pay platform"
      },
      {
        "value": "Check"
      },
      {
        "value": "Credit card"
      },
      {
        "value": "Debit card"
      }
    ],
    "niche": "Bookkeeping",
    "privateKey": "preferred-bill-pay-method",
    "libraryMeta": {
      "aiKeywords": [
        "bill",
        "pay",
        "method",
        "paying",
        "vendor",
        "supplier",
        "provider",
        "company name",
        "organization name",
        "business entity",
        "vendor name",
        "partner",
        "associate",
        "ally",
        "agency",
        "firm",
        "corporate entity",
        "commercial entity",
        "business name",
        "company details"
      ],
      "niche": "Bookkeeping"
    }
  },
  {
    "name": "Merchant/Processor Names",
    "label": "List merchant processors used for payments (names only).",
    "field_type": "textarea",
    "type": "CRM-Target",
    "default_value": null,
    "required": 0,
    "clientAllowEdit": 0,
    "staffAllowEdit": 0,
    "usage": null,
    "options": [],
    "niche": "Bookkeeping",
    "privateKey": "merchant-processor-names",
    "libraryMeta": {
      "aiKeywords": [
        "merchant",
        "processor",
        "name",
        "title",
        "designation",
        "identifier",
        "used",
        "payment",
        "invoice",
        "billing",
        "fee"
      ],
      "niche": "Bookkeeping"
    }
  },
  {
    "name": "Payout Schedule Pattern",
    "label": "Typical payout schedule from processors.",
    "field_type": "dropdown",
    "type": "CRM-Target",
    "default_value": null,
    "required": 0,
    "clientAllowEdit": 0,
    "staffAllowEdit": 0,
    "usage": null,
    "options": [
      {
        "value": "Daily"
      },
      {
        "value": "2-3 days"
      },
      {
        "value": "Weekly"
      },
      {
        "value": "Bi-weekly"
      },
      {
        "value": "Other"
      }
    ],
    "niche": "Bookkeeping",
    "privateKey": "payout-schedule-pattern",
    "libraryMeta": {
      "aiKeywords": [
        "payout",
        "schedule",
        "pattern",
        "typical",
        "processor",
        "event name",
        "meeting details",
        "session information",
        "appointment",
        "meeting",
        "session",
        "event description",
        "meeting schedule",
        "session details",
        "appointment time",
        "scheduled time",
        "schedule detail",
        "event date"
      ],
      "niche": "Bookkeeping"
    }
  },
  {
    "name": "Undeposited Funds Handling",
    "label": "Preferred handling for undeposited funds/clearing.",
    "field_type": "dropdown",
    "type": "CRM-Target",
    "default_value": null,
    "required": 0,
    "clientAllowEdit": 0,
    "staffAllowEdit": 0,
    "usage": null,
    "options": [
      {
        "value": "Immediate batching"
      },
      {
        "value": "Weekly batching"
      },
      {
        "value": "Auto-match from feeds"
      },
      {
        "value": "Manual as needed"
      }
    ],
    "niche": "Bookkeeping",
    "privateKey": "undeposited-funds-handling",
    "libraryMeta": {
      "aiKeywords": [
        "undeposited",
        "fund",
        "handling",
        "clearing"
      ],
      "niche": "Bookkeeping"
    }
  },
  {
    "name": "Expense Policy Thresholds",
    "label": "Dollar thresholds for receipts/approvals.",
    "field_type": "textfield",
    "type": "CRM-Target",
    "default_value": null,
    "required": 0,
    "clientAllowEdit": 0,
    "staffAllowEdit": 0,
    "usage": null,
    "options": [],
    "niche": "Bookkeeping",
    "privateKey": "expense-policy-thresholds",
    "libraryMeta": {
      "aiKeywords": [
        "expense",
        "cost",
        "expenditure",
        "policy",
        "guideline",
        "rule",
        "threshold",
        "dollar",
        "receipt",
        "approval",
        "payment amount",
        "invoice number",
        "billing details",
        "expense summary",
        "fee amount",
        "discount rate",
        "tax amount",
        "payment terms",
        "payment status",
        "invoice details"
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      "niche": "Bookkeeping"
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  },
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    "name": "Classes/Locations Structure",
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    "name": "Project/Job Costing Usage",
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        "value": "Some projects"
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        "value": "All projects"
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      "niche": "Bookkeeping"
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  },
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    "name": "Revenue Recognition Notes",
    "label": "Any specific revenue recognition considerations?",
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    "type": "CRM-Target",
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    "clientAllowEdit": 0,
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        "note field",
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      "niche": "Bookkeeping"
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  },
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    "name": "Capitalization Threshold (assets)",
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        "billing summary"
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  },
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    "name": "Inventory Count Cadence",
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        "value": "Quarterly"
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        "value": "Annually"
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        "value": "Cycle counts"
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        "value": "Not applicable"
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    "name": "Receipt Submission Preference",
    "label": "How would you like to send receipts?",
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        "value": "Mobile app"
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        "value": "Email-inbox"
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      {
        "value": "Upload portal"
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        "value": "Shared drive"
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        "value": "Paper drop-off"
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        "value": "7"
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        "value": "10"
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        "value": "15"
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        "value": "20"
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    "name": "Return Forms Expected",
    "label": "Which return forms apply this year?",
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        "value": "1065"
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        "value": "1120-S"
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        "value": "1120"
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        "value": "1041"
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        "value": "990"
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      {
        "value": "940/941/944"
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      {
        "value": "State income/franchise"
      },
      {
        "value": "Sales/use tax"
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      {
        "value": "Property tax"
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      {
        "value": "Other"
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  },
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    "name": "Tax Organizer Status",
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        "value": "Sent"
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        "value": "Partially completed"
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        "value": "Submitted"
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        "value": "Reviewed"
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    "name": "Missing Docs Tracker",
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        "payment terms",
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      "niche": "Bookkeeping"
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    "name": "E-File Authorization (8879) Status",
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        "value": "Draft"
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        "value": "Sent"
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        "value": "Signed"
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        "value": "Expired"
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  },
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    "name": "Tax Return Delivery Preference",
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    "meta": {
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  },
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    "name": "Estimated Tax Reminder Opt-in",
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  },
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    "name": "Estimated Tax Payment Method",
    "label": "How do you prefer to make estimated payments?",
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    "type": "CRM-Target",
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        "value": "IRS/state online"
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        "value": "Bank bill pay"
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        "value": "Check by mail"
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        "value": "Payroll withholding"
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  },
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    "name": "Vendors Requiring 1099 (count est.)",
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  },
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    "name": "W-9 Collection Workflow",
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        "value": "Secure link"
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        "value": "Email request"
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    "name": "1099 E-File Provider",
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        "value": "Track1099"
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        "value": "Tax1099"
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        "value": "Yearli"
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        "value": "Payroll provider"
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      {
        "value": "Accountant software"
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        "value": "Other"
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    "name": "1099 Filing Status (current year)",
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        "value": "Not started"
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        "value": "In progress"
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        "value": "Submitted"
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        "value": "Accepted"
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        "value": "Corrections filed"
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  },
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    "name": "Sales Tax Portal Links (reference)",
    "label": "URLs or notes for each jurisdiction portal (no creds).",
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  },
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    "name": "Exemption Certificates On File",
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        "value": "None"
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        "value": "Complete"
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        "value": "Not applicable"
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  },
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    "name": "Reimbursements Method",
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    "usage": null,
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        "value": "Payroll add-to-check"
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        "value": "Off-cycle payment"
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        "value": "AP payment"
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        "value": "Other"
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  },
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    "name": "Per Diem / Allowance Policy",
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        "policy type",
        "policy details"
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      "niche": "Bookkeeping"
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  },
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    "name": "Operational Reporting Pack",
    "label": "Which operational reports do you want regularly?",
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    "clientAllowEdit": 0,
    "staffAllowEdit": 0,
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        "value": "AR aging"
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      {
        "value": "AP aging"
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      {
        "value": "Cash flow forecast"
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      {
        "value": "Budget vs. actual"
      },
      {
        "value": "Sales by item/service"
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      {
        "value": "Expense by vendor"
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    ],
    "niche": "Bookkeeping",
    "privateKey": "operational-reporting-pack",
    "libraryMeta": {
      "aiKeywords": [
        "operational",
        "reporting",
        "pack",
        "report",
        "want",
        "regularly"
      ],
      "niche": "Bookkeeping"
    },
    "meta": {
      "isMultiple": true
    }
  },
  {
    "name": "Data Export Format Preference",
    "label": "Preferred export format for reports/data.",
    "field_type": "dropdown",
    "type": "CRM-Target",
    "default_value": null,
    "required": 0,
    "clientAllowEdit": 0,
    "staffAllowEdit": 0,
    "usage": null,
    "options": [
      {
        "value": "CSV"
      },
      {
        "value": "Excel"
      },
      {
        "value": "PDF"
      },
      {
        "value": "Shared dashboard"
      }
    ],
    "niche": "Bookkeeping",
    "privateKey": "data-export-format-preference",
    "libraryMeta": {
      "aiKeywords": [
        "data",
        "export",
        "format",
        "report"
      ],
      "niche": "Bookkeeping"
    }
  },
  {
    "name": "Bookkeeping Notes (client-specific)",
    "label": "Any other notes to help us tailor bookkeeping & tax prep.",
    "field_type": "textarea",
    "type": "CRM-Target",
    "default_value": null,
    "required": 0,
    "clientAllowEdit": 0,
    "staffAllowEdit": 0,
    "usage": null,
    "options": [],
    "niche": "Bookkeeping",
    "privateKey": "bookkeeping-notes-client-specific",
    "libraryMeta": {
      "aiKeywords": [
        "bookkeeping",
        "note",
        "client-specific",
        "help",
        "assistance",
        "support",
        "tailor",
        "tax",
        "levy",
        "duty",
        "prep",
        "payment amount",
        "invoice number",
        "billing details",
        "expense summary",
        "fee amount",
        "discount rate",
        "tax amount",
        "payment terms",
        "payment status"
      ],
      "niche": "Bookkeeping"
    }
  },
  {
    "name": "Monthly Transaction Volume",
    "label": "About how many transactions per month (across all accounts)?",
    "field_type": "dropdown",
    "type": "CRM-Target",
    "default_value": null,
    "required": 0,
    "clientAllowEdit": 0,
    "staffAllowEdit": 0,
    "usage": null,
    "options": [
      {
        "value": "Under 50"
      },
      {
        "value": "50–100"
      },
      {
        "value": "100–250"
      },
      {
        "value": "250–500"
      },
      {
        "value": "500–1,000"
      },
      {
        "value": "1,000+"
      }
    ],
    "niche": "Bookkeeping",
    "privateKey": "monthly-transaction-volume",
    "libraryMeta": {
      "niche": "Bookkeeping"
    }
  },
  {
    "name": "Gross Monthly Revenue (band)",
    "label": "Approximate gross monthly revenue?",
    "field_type": "dropdown",
    "type": "CRM-Target",
    "default_value": null,
    "required": 0,
    "clientAllowEdit": 0,
    "staffAllowEdit": 0,
    "usage": null,
    "options": [
      {
        "value": "Under $10k"
      },
      {
        "value": "$10k–$25k"
      },
      {
        "value": "$25k–$50k"
      },
      {
        "value": "$50k–$100k"
      },
      {
        "value": "$100k–$250k"
      },
      {
        "value": "$250k–$500k"
      },
      {
        "value": "$500k+"
      }
    ],
    "niche": "Bookkeeping",
    "privateKey": "gross-monthly-revenue-band",
    "libraryMeta": {
      "niche": "Bookkeeping"
    }
  }
]