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.
| Item | Who owns it | Where it is kept today | What 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