Quickbooks resource

Are you experiencing limitations with QuickBooks as your business grows?

No, QuickBooks meets all our needs. We are not sure. Yes, we are facing limitations and inflexible processes.

Rarely Occasionally Frequently

How often do you encounter manual workarounds and data re-entry with QuickBooks?

No, never. Occasionally, but manageable. Yes, frequently.

Have you experienced operational disruptions such as crashes or data loss with QuickBooks?

No, reporting is straightforward. Sometimes, it takes extra effort. Yes, it is often difficult and time-consuming.

Do you find it challenging to generate accurate and timely financial reports with QuickBooks?

No, our current insights are sufficient. We are not sure. Yes, real-time insights are crucial for our growth.

Do you need real-time insights into your financial and operational performance?

Thanks for completing the quiz! You're in a great spot ̶ but growth is coming. Based on your responses, it looks like your current system is supporting your business well enough right now. That's great news, but as you grow, your financial needs may grow too. To stay ahead of the curve, it’s worth exploring what the next level of financial management looks like. Download our Life after QuickBooks eBook to get a clear picture of what's possible when you're ready to scale further.

Start over

Thank you for completing the quiz! Based on your responses, it looks like your business might be ready to upgrade from QuickBooks and take the next step in financial management. Transitioning to Sage Intacct, with Baker Tilly, can unlock new levels of efficiency and growth for your company. Sage Intacct offers advanced automation, real-time insights and scalability to help your business grow efficiently. Ready to learn more? Download our "Life After QuickBooks" eBook to explore the benefits and key factors for making this transition.

Thank you for completing the quiz! You’re managing well ̶ but there’s room to grow. Your responses show that while your current system is handling some things well, there are a few areas where your team could benefit from more automation, visibility or control. This could be a great time to explore what a more advanced financial platform can offer as your business evolves. Download our Life After QuickBooks eBook to discover key signs it’s time for a change and what your next step could look like.

Yes, it scales well. We are not sure. No, it struggles with higher volumes.

Is your current financial software scalable to handle higher transaction volumes and new entities?

Monthly Quarterly Annually Every 2-3 years Less than every 3 years Don’t know

How frequently is this done?

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Discover how you can achieve the same results in less than two hours!

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Discover how you can achieve better, real-time results.

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Discover how to supplement your internal risk identification with an external risk scan tailored to focus on your industry, sector, peer organizations and/or competitors.

Yes No

Have you conducted an independent assessment of your ERM program?

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We can help! Discover Baker Tilly's approach to an ERM maturity assessment.

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Learn how Baker Tilly's independent maturity assessment can provide you a benchmark of your program and provide a roadmap to achieve your desired level of maturity.

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Learn how Baker Tilly's independent ERM maturity assessment can provide a roadmap to achieve your desired level of maturity.

Are you looking for advanced automation to streamline your core accounting processes?

No, we are satisfied with our current processes. We are considering it. Yes, we need advanced automation.

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Readiness assessment quiz Is your financial system supporting your growth? Whether you’re using QuickBooks or another accounting solution, this quick quiz is designed to help you evaluate where your business stands and identify opportunities to streamline, scale or strengthen your financial processes. Take a few minutes to explore where you are today and where you could go next.