Completely satisfied with my company’s financial situation
Somewhat satisfied with my company’s financial situation
Very concerned with my company’s financial situation
I do not have a good handle on my company’s financial situation, I need help ASAP

Very satisfied with my current bookkeeping, reports are done on time, all numbers are accounted for, all financial reporting makes sense to me
Somewhat satisfied with my current bookkeeping, although reports are not always prepared on time and I’m not entirely sure what I’m looking at
Dissatisfied with my current bookkeeping, reports are behind, the numbers don’t make sense, I’m not confident everything is accurate
I’m upside down with my bookkeeping, I need help ASAP

Completely up to date with all payables and receivables, everything is nicely balanced
Somewhat up to date, but balancing the payables and receivables is very tricky
Way behind, I’m struggling to juggle both aspects
I do not have a good handle on my payables and receivables, I need help ASAP

In very good shape, I have no concerns
In decent shape, but I really need to keep an eye on things at all times
In rough shape, it’s a constant struggle to keep everything balanced
I really don’t know, I need help ASAP

Very satisfied with my invoicing process, it’s fast and efficient and accurate
Somewhat satisfied with my invoicing process, but it takes a while and I spend time cleaning up some mistakes
Dissatisfied with my invoicing process, it takes too much of my time and invoices are rarely accurate
Terrified of my invoicing process, I need help ASAP

Very comfortable with my payroll process, it’s smooth, efficient, and everyone gets paid on time all the time
Somewhat comfortable with my payroll process, it takes a while to process each time, and for the most part, people get paid properly
Not comfortable with my payroll process, it takes too long, it’s not very organized, mistakes are often made and my staff is not confident they’re getting paid properly
Very concerned with my payroll process, it’s stressful and I need help ASAP

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