Q1. How do you currently manage your bookkeeping?

I handle it manually with spreadsheets

I use accounting software occasionally

I have a full system/software and processes in place

Q2. How often do you review your financial records?

Rarely / Only at tax time

Monthly or quarterly

Weekly or real-time

Q3. Which best describes your business financial tracking?

Only basic income & expenses

Track income, expenses, and invoices

Detailed tracking with reports, taxes, and budgets

Q4. How confident are you in your bookkeeping skills?

Not confident / Need lots of help

Somewhat confident / Can handle most tasks

Very confident / Can handle complex accounting