McRuer CPAs Business Accounting Assessment
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The following is not a test, but rather an assessment tool to help you determine your comfort level with the efficiency, effectiveness and bottom-line impact of your current business accounting and bookkeeping strategy. There are ten questions.
It’s best to respond with what comes to your mind first rather than to over-think the questions or statements. At the conclusion, you will be able to see a total number that will help you know you’re on the right track or whether you may need to consider a new tactic for your business accounting needs.
*We respect your privacy and will not keep track of your answers nor collect your contact information.
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Thank you for taking the McRuer CPAs Business Accounting Assessment
If you scored between 1 and 20:
You’re okay taking care of things on your own or in-house.
If you scored between 21 and 30:
You could use an updated resource and may consider using online 24×7 access accounting, bookkeeping and/or payroll services.
If you scored between 31 and 40:
You could use an approach combining online and live interaction with a professional accountant that offers a cost savings, but also quick solutions when problems arise.
If you scored 41 and above:
It’s time to hire a full-time professional for your business accounting and bookkeeping needs.
Thank you for taking the assessment. Please feel free to contact us with any questions you may have or to confirm a consultation with us about what your next steps should be.
Call us: 816.741.7882 or click here to connect with us online.
Question 1 of 10
How many employees does your business have?
Question 2 of 10
How confident are you that your business tax preparation is being handled accurately, timely and with the latest knowledge of new tax laws and regulations? (select all that apply)
Question 3 of 10
What kind of internal controls do you have in place to protect your business assets and information from errors and from unauthorized use or access? (select all that apply)
Question 4 of 10
How many hours a week are needed to complete your business’ basic accounting and bookkeeping needs? (select the closest one)
Question 5 of 10
How do you currently develop and maintain your business financial information?
Question 6 of 10
How would you describe your confidence level with the accuracy and timeliness of bookkeeping and accounting services for your business?
Question 7 of 10
How do you currently conduct your payroll?
Question 8 of 10
How confident are you that you have a complete and updated view of your overall business financial picture? (select all that apply)
Question 9 of 10
How much would a collaborative approach using your own efforts supported by a professional accountant when needed, help you meet your business financial goals?
Question 10 of 10
How do you perform your business budget planning?