Operational Health Survey

Thank you for taking the short survey below and submitting. We’ll utilize your responses to make the most of our advisory call.

Name*
First Last
Email*
Phone*
Company*
Are you confident with the information coming from your accounting system?
Never Rarely Sometimes Always Not Sure
Do you receive your company’s monthly financial statement within the first 10 business days of the new month?
Never Rarely Sometimes Always Not Sure
Are you closing your calendar year consistently by the end of January?
Never Rarely Sometimes Always Not Sure
Are you mailing client invoices thirty-days or more after the cutoff?
Never Rarely Sometimes Always Not Sure
Do you have unique client or corporate reporting needs that are time consuming to prepare?
Never Rarely Sometimes Always Not Sure
Have your outgrown your accounting system?
Strongly disagree Disagree Agree Strongly agree Not Sure
Are you able to track profitability by client, project, or department?
Never Rarely Sometimes Always Not Sure
Do you routinely review industry standard metrics or KPI’s for your company?
Never Rarely Sometimes Always Not Sure
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