Operational Health Survey

Name*

First Last

Company

Email*

Phone

Are you confident with the information coming from your accounting system?*

Do you receive your company’s monthly financial statement within the first 10 business days of the new month?*

Are you closing your calendar year consistently by the end of January?*

Are you mailing client invoices thirty-days or more after the cutoff?*

Do you have unique client or corporate reporting needs that are time consuming to prepare?*

Have your outgrown your accounting system?*

Are you able to track profitability by client, project, or department?*

Do you routinely review industry standard metrics or KPI’s for your company?*

Phone

This field is for validation purposes and should be left unchanged.