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Free CAP score quiz

Whether you’re a new firm, an established firm or even a top 100 firm, you’re going to be somewhere along the cloud accounting journey. This journey is broken down into 4 key stages, each one with its own Cloud Accounting Platform (CAP) score.

Take the short quiz below to find out your CAP score and receive a full summary explaining the steps you need to take to improve it and the areas to focus on first.

Start the quiz below.

Start

Question 1 of 18

What size is your firm?

A

1 Partner

B

2-3 Partners

C

3-7 Partners

D

7+ Partners

Question 2 of 18

How many offices does your firm have?

Question 3 of 18

Number of Employees within your firm?

A

0-9

B

10-25

C

26-50

D

51-100

E

100-200

F

200+

Question 4 of 18

How many people are responsible for cloud accounting in your firm?

 

For example how many full-time staff do you have assigned to the project and how many cloud champions (normally not full-time to cloud) across the firm?

Question 5 of 18

How many clients do you have to migrate to cloud?

Question 6 of 18

Which Cloud Accounting Vendor(s) and Apps are you currently working with?

Question 7 of 18

How has the adoption of your Cloud Accounting Adoption progressed:

A

Well

B

Not bad

C

Wanted it to be better

D

Terrible

Question 8 of 18

What % of your clients are already migrated to cloud accounting software?

A

<25%

B

26-50%

C

51-75%

D

75% +

Question 9 of 18

Are you favouring working with one cloud accounting vendor or does the client choose?

 

A

We work with one vendor for >50% of our clients

B

We work with one vendor for >90% of our clients

C

The client chooses and we work with them

Question 10 of 18

What % of your cloud accounting clients are connected to a real-time bank feed?

A

0-15%

B

16-35%

C

36-50%

D

51-75%

E

76% +

Question 11 of 18

What % of your cloud accounting clients are connected to an invoice automation tool (ReceiptBank, AutoEntry, Datamolino, Hubdoc for example)

A

0-15%

B

16-35%

C

36-50%

D

51-75%

E

76% +

Question 12 of 18

What % of your cloud clients are being process a minimum of monthly? (Including both client managed and outsourced managed cloud platforms)

A

0-15%

B

16-35%

C

36-50%

D

51-75%

E

76% +

F

New Choice

Question 13 of 18

What % of your cloud accounting clients are connected to and utilising one of the following Apps/Functions - Payments, Expenses, Credit Control, Cashflow, Advanced Reporting?

A

0-15%

B

16-35%

C

36-50%

D

51-75%

E

76% +

Question 14 of 18

Does your firm have a proven & profitable process for App Advisory?

A

Yes - had one for a while

B

Yes - just started

C

No - but want one

D

No - not interested in App Advisory as a revenue stream

Question 15 of 18

Have there been any specific blockers to your cloud accounting/app advisory progress?

 

Question 16 of 18

Are there any particular area(s) you are looking for support/guidance with regarding the adoption of Cloud Accounting or App Advisory?

Question 17 of 18

What is THE biggest challenge you would like to overcome currently?

Question 18 of 18

Is there anything else you would like to add?

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