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Worksheet

Tracker or software comparison sheet

A sheet of one page with three blocks for status, workload and billing. Each block lists two test questions. Beside them sit a column for the tracker’s answer, a column for the software’s answer, and a tick for whichever found the problem first.

Name: ______________________   Business: ______________________   Date: ______________

Scroll the table sideways to see every column.

ItemWho owns itWhere it is kept todayWhat is missing

Cross out or rewrite any heading that does not fit your business. From the guide “Shared tracker or practice software for a CA firm, side by side”, www.gullysystem.com/blog/spreadsheet-tracker-or-practice-software-for-a-ca-firm