Name

Phone

Email address

Is your accounting currently handled in-house or outsourced?

How many accountants and/or bookkeepers do you currently employ and/or use as an outsourced resources?

Have you had staff turnover problems?

What software are you currently using to manage your accounting?

Please specify accounting software you are using

Does your company have written procedures for tasks to be completed?

Do you have a backlog of accounting to enter currently?

How many months are your records in arrears?

What are your greatest bookkeeping and accounting challenges that you would like to resolve immediately?

When will you be ready to move forward?