Free Accounting Health Check Free Accounting Health Check Company Name Contact name Email What is your industry sector? Retail / E-commerce Logistics / Supply Chain Technology / SaaS Finance / Professional Services Other Current accounting software used? Xero Quickbooks Zoho books SAP Other What are the biggest accounting challenges you currently face? (Select up to 3) No real time data Staffing constraints Inconsistent reporting Backlogs or catch-up work Compliance concerns High operating costs Do you currently work with: An internal tax team An external CPA / tax consultant A full-service outsourcing provider Have you outsourced any part of your finance function before? Yes – currently outsourcing Yes – in the past, but not now No Which services would you like reviewed for efficiency/cost savings? Bookkeeping Payroll Tax Filing Financial Reporting Admin Support Record to Report Accounting Support Other Send
