Client Assessment

Operate as a non-profit organization Provide a service Sell/distribute products or goods Provide both products and services

Less than 6 months 6 months - 1 year 1-2 years 2-5 years More than 5 years

Bank loan(s) Self-funded Angel investor(s) Private equity Venture capitalist(s) Friends/family

We do not currently have accounting in place Zero Quickbooks Online Quickbooks Desktop Quickbooks Enterprise Netsuite Intacct Quicken Other/Don't Know

Less than 50 51-100 101-300 301-500 501-1,000 1,001-2,000 2,001-5,000 More than 5,000

Yes, the business’ books are up-to-date No, we are 1-3 months behind No, we are 3-6 months behind No, we are 6-12 months behind No, we are 12-18 months behind No, we are over 18 months behind

Yes No