Your Accounting System Check Up Assessment

First Name *

Last Name *

Organization *

Phone *

Email *

What do you use to primarily manage your company’s day to day financials? *

QuickBooks Online

QuickBooks Desktop

Xero

Excel

Manual Notes

I don’t or I don’t know

Other

How do you keep track of your clients’ invoices and paid versus owed balances? *

QuickBooks / Xero / Accounting System

Square / Strype / Point of Sale System

Excel / Manual Tracking

I don’t or I don’t know

Other

When do you typically follow up with clients who owe you money? *

Clients always must pay upfront

Within 30 days after sending the invoice

Within 90 days after sending the invoice

Within six months after sending the invoice

Longer than six months after sending the invoice

I don’t or I don’t know

How do you handle paying your employees? *

QuickBooks Full Service

ADP, Gusto, Paychex, or equivalent other payroll processor

Excel & cutting checks

Manual Notes & cutting checks

Other

I don’t have employes on payroll

Which of the below do you do when keeping track of payments to vendors and contractors? (choose all that apply) *

I assign bills and expenses to vendors as I receive them

I collect and retain vendors' W-9 forms

I use autopay when available

I use a service like Bill.com, Expensify, or an equivalent service

How much of your company credit card balance do you pay on each month’s statement? *

Full statement balance

Minimum payment due

Custom amount

I don't have a company credit card

How often do you match up your books to statements from your bank and other financial institutions? *

I reconcile each month

I reconcile each quarter

I reconcile twice a year

I reconcile once a year

I don’t or I don’t know

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