Worksheet

Tracker health check

List every tracker the firm keeps, who updates each, and when it was last updated. Add the number of recent jobs where the filed copy took more than a few minutes to find. The answers show whether the sheet still holds.

Name: ______________________   Business: ______________________   Date: ______________

Cross out or rewrite any heading that does not fit your business. From the guide “Excel Tracker or Practice Software: What a CA Firm Actually Needs”, www.gullysystem.com/blog/excel-tracker-or-practice-software-for-a-ca-firm