A 2-minute honest assessment

Have you actually outgrown QuickBooks?

Most companies that think they've outgrown QuickBooks haven't. Eight questions, scored the same way our consultants score a discovery call — and if the answer is “keep QuickBooks,” that is exactly what your result will say.

No email required to see your verdict. 8 questions · about 2 minutes · scored on this page, nothing is submitted.

1. Which best describes your organization?

Your verdict is read differently depending on the accounting model you live in.

Dental practice, group, or DSO Healthcare organization (clinics, FQHC, home health, senior care) Nonprofit or faith-based organization Growing services or product company

2. How many legal entities or locations do you close the books for?

Multi-entity consolidation is the single most common reason companies genuinely outgrow QuickBooks.

One Two or three Four to nine Ten or more — or the count grows every year

3. How long does your month-end close actually take?

Not the goal — the real number, from last month.

Under 5 business days 5–10 business days 10–15 business days More than 15 days — or we're closing two months at once

4. Where does consolidation and reporting really happen?

If the answer is “a spreadsheet somebody maintains,” your system of record isn't your accounting system.

Inside the accounting system — reports come straight out Mostly in the system, with some spreadsheet cleanup A heavy monthly spreadsheet exercise someone owns Dozens of linked spreadsheets only one person understands

5. When leadership asks “how are we doing this month?” — what happens?

Real-time visibility is the outcome buyers actually pay for.

They open a live dashboard themselves Finance can pull it same-day It takes a few days and some assembly They see numbers three weeks after the month ends

6. Can you answer “which location / program / provider made money last month?”

Dimensional reporting — by entity, location, department, program, grant, or provider — is where flat charts of accounts break.

Yes, directly from the system Roughly, with some manual allocation Only quarterly, and it's painful No — we honestly can't answer that question

7. How much of AP, billing, and data entry is manual?

Manual re-keying between systems is the tell that the tools stopped fitting the business.

Mostly automated — approvals and imports flow Some re-keying, manageable Significant — someone re-keys between systems weekly Hours every day — we've hired people just to move data

8. Do your operational systems talk to your accounting system?

EMR, practice management, donor/grant management, payroll — the integrations question.

Yes — integrated, data flows automatically Partially — a couple of clean integrations No — exports and imports by hand No — and the operational side doesn't trust finance's numbers

Where your score came from

Signal	Your answer says

Talk to a principal consultant

Twenty minutes. A principal consultant — the people who do the work, not a sales bench. If QuickBooks is still right for you, that is what we will tell you.

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