Page 1 of 8

Visual Connections Accounting System Status / Checkup

Hello! Welcome to your Accounting System Checkup Questionnaire

ⓘ Important Tips:

- You can leave the form at any time and come back to finish it later; - Once the form is submitted you can not edit your responses; - If you have any questions, please reach out via email to Clarissa Van Leuven (cvanleuven@prosperityllc.com) or Joey Cuda (jcuda@prosperityllc.com)

Entity Name

ERP System Used

Beg Date

Accounting System Hosted

Accounting System Hosted
A
B
C

Have you been on current system for less than 3 years?

Have you been on current system for less than 3 years?
A
B

Fiscal Year End

Accounting Close Cycle

Accounting Close Cycle
A
B
C

Do you have a close calendar?

Do you have a close calendar?
A
B

Do you have audited financials?

Do you have audited financials?
A
B

Do you have reviewed financials?

Do you have reviewed financials?
A
B