Some of the Questions We’ll Ask During Your Consultation

What version of Excel do you have?

You will need to have Excel/Office 2003 or newer to run our spreadsheets.

To run our templates you would need 2007 or newer.

Do you have a separate checking account for your business or non-profit?

Skip this question if you plan to use Big E-Z Bookkeeping for personal use.

Type of business?

Our software works well for small service businesses and non-profits.

Do you have a reconciled checkbook balance to start the system?
If not, will you need Set-Up help?

Do you know which income and expense categories you need to track?

If not, would you like Set-Up help to determine the best categories?

Do you handle any of the following transaction?


Credit cards

Online merchant

Online payments

Petty cash

Transfers between accounts like savings or investments

Do you write more than 200 checks or debits per month?

Do you have any special reporting requirements?

Do you follow a calendar or fiscal year?