Would you like our help in choosing the right accounting software for your business?

The following questions will assist us in assessing your accounting software needs. Please fill in the following form and hit "submit".

General Information:

Contact Name:

Contact E-Mail address:

Company:

Telephone Number:

Mailing Address:

Decision Maker:

Industry:

1.  Tell us a little about how you handle your accounting in your business?

2.  Are you currently evaluating any other accounting software package? If so what packages are you looking at?

Manual System       DacEasy       Great Plains Profit      MYOB

Peachtree^®       Quicken       QuickBooks      Other

3.  Who will be using your accounting system on a regular basis?

In house bookkeeper       In house CPA      Data entry clerk

Sales order processor       Owner/Manager       Purchasing agent

4.  Please rank the level of accounting experience for the primary accounting software user.

Expert       Very knowledgeable      Somewhat knowledgeable
No computerized accounting experience

5.  What are the three most important things that you want most from your accounting system?

6.  What functionality is lacking with your current system?
(For example: Reports, not networkable, not a windows package, etc.)

7.  What functionality do you like best about your current accounting system? (what don't you want to give up)

8.  How many users will be accessing the accounting software?
---- Please select one ---- 1 2 - 5 6 - 10 10+

9.  Is this number expected to grow in the next 3 years? If so to what?
---- Please select one ---- no growth 2 - 5 6 - 10 11 - 15 16+

Functionality:

10.  What kind of functionality do you require?

  G/L  What type of posting method do you need?

Real-time       Batch       Not Sure

  G/L  What type of system do you need?

Accrual       Cash Basis       Not Sure

  S/W  Do you want the ability to restrict users from accessing specific modules and options such as printing checks or giving themselves a raise in Payroll?

Yes       No       Not Sure

  S/W  Is a solid audit trail that allows you to easily view all adjustments made to transactions important to you?

Yes       No       Not Sure

  S/W  Do you need the ability to customize the look of your reports to fit your needs? (changing fonts, point size, colors, etc.)

Yes       No       Not Sure

  S/W  Do you need the ability to customize and saving multiple versions of a particular form?

Yes       No       Not Sure

  I/C  Do you need the ability to conduct a physical inventory?

Yes       No       Not Sure

  I/C  Do you track fractional decimal places for cost, price or quantities for an Inventory items?

Yes       No       Not Sure

  I/C  Do you use multiple price levels and/or quantity breaks for a part?

Yes       No       Not Sure

  I/C  Do you build components into finished goods or unbuild items into smaller components?

Yes       No       Not Sure

  J/C  Do you need the ability to track estimated and actual costs as well as the profit margin for a project or job?

Yes       No       Not Sure

11.  Do you want to track the following?

  G/L  Income and expenses for different departments or profit centers

Yes       No       Not Sure

  A/R  Sales reps information and history

Yes       No       Not Sure

  P/R  Commissions paid to an employee

Yes       No       Not Sure

  O/E  Multiple ship to address for a customer

Yes       No       Not Sure

  I/C  The backorder quantity, committed (to customers) quantity and the on order (with vendors) quantity for a part

Yes       No       Not Sure

  I/C  Multiple warehouses in Inventory Control

Yes       No       Not Sure

  I/C  Serial numbers for parts

Yes       No       Not Sure

  J/C  Retainage for a job or project

Yes       No       Not Sure

12.  What additional features or functions are you looking for?

13.  How important is it that the system is easy to learn and use?

14.  Have you seen or evaluated the BusinessWorks^® Gold Test Drive?

Yes       No

15.  How soon do you plan on purchasing accounting software?
---- Please select one ---- Within the next 4 weeks Within the next 2 months Within the next 6 months Sometime within the next year Other

16.  How much have you budgeted for the purchase, implementation and training of your new accounting system?
---- Please select one ---- $50 - $1000 $1000 -$3000 $3000 - $6000 More than $6000 Other

Questions or Comments?