Most growing businesses don’t realize their accounting software is the problem — they think it’s a staffing issue, or a process issue. But when your team is spending hours in spreadsheets, duct-taping add-ons together, and waiting days for a financial report, the software is the bottleneck. Take this free 2-minute assessment to find out where you stand and what to do about it.
Plus & Minus · Quick Assessment
Have You Outgrown Your Accounting Software?
5 quick questions to find out if your accounting software is holding your business back — and what to do about it.
Question 1 of 6
QUESTION 1 OF 6
Which accounting software do you currently use?
Select the one that best describes your setup.
QUESTION 2 OF 6
How often does your team hit limits with your current software?
Think about reporting, user access, transaction volume, or features you need but don't have.
QUESTION 3 OF 6
How much of your accounting work still happens outside the software — in spreadsheets?
Things like payroll calculations, reconciliations, job costing, or financial reports built manually in Excel.
QUESTION 4 OF 6
When leadership asks for a financial report, how long does it take to produce it?
Think about P&L, cash flow, job cost reports, or department-level breakdowns.
QUESTION 5 OF 6
How many additional tools or add-ons do you pay for on top of your core accounting software?
Payroll modules, inventory tools, job costing apps, reporting add-ons, bank feed tools, etc.
QUESTION 6 OF 6
How confident are you that your current software can handle your business 2 years from now?
Think about headcount growth, transaction volume, new service lines, or compliance needs.
ALMOST THERE
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