Veterinary Bookkeeping Assessment Form Δ Step 1 of 714%Practice InformationThis helps us understand the context of your practice before reviewing systems.Practice Name(Required)Your Name(Required) First Last Your Role(Required)Please SelectOwnerPartnerManaging VeterinarianPractice ManagerOtherYour Email(Required) Your PhoneUsed only if a call is needed to schedule the assessment.Practice SnapshotThese questions help us understand scale and complexity.Number of Doctors(Required)How many veterinarians currently work in the practice? 1 2-3 4-6 7+Number of Locations(Required)How many practice locations do you operate? 1 2-3 4+Annual Revenue Range(Required)Approximate annual gross revenue Under $1M $1M-$2M $2M-$5M $5M+Current Bookkeeping SetupThis section focuses on structure, not judgment.Bookkeeping Responsibility(Required)Who currently handles your bookkeeping?Please SelectIn-house staffOutsourced bookkeeperAccounting firmCombinationNot sureAccounting Software(Required)What accounting software do you currently use?Please SelectQuickBooks OnlineQuickBooks DesktopXeroOtherNot surePractice Management Software(Required)What practice management software do you use?Please SelectAVImarkCornerstoneezyVetPulseOtherNot sureMonthly Close Timing(Required)How long after month-end do you typically receive financial reports? Within 10 days 2-3 weeks Over a month Reports are inconsistent or not received Not sureFinancial Clarity & ConfidenceThese questions help us understand how usable your financials are today.Trust in Financial Reports(Required)How confident are you in your financial reports? Very confident Somewhat confident Unsure Not confidentCash Flow Predictability(Required)How predictable does your cash flow feel? Very predictable Mostly predictable Often stressful Constantly stressfulInventory Visibility(Required)How confident are you in your inventory and cost tracking? Very confident Somewhat confident Unsure Not confidentPayroll & Production Alignment(Required)Does payroll (including production pay) feel aligned with performance Yes Mostly Unsure NoClean Books Self-AssessmentThere are no right or wrong answers—only signal.Chart of Accounts Structure(Required)Do your financial reports clearly separate revenue and expenses by category (services, inventory, labor, etc.)? Yes Somewhat Not really Not sureMonthly Review Habit(Required)Do you review your financial reports consistently each month? Yes Sometimes Rarely NoDecision Confidence(Required)Do you feel comfortable making staffing, pricing, or growth decisions based on your current financials? Yes Sometimes Rarely NoGoals & ContextThis helps us tailor the assessment to what matters most to you.Primary Reason for Requesting the AssessmentWhat prompted you to request this assessment? Cash flow concerns Confusing financial reports Growth or expansion New ownership or acquisition Preparing for lending or sale General clarity OtherTime Horizon(Required)Are you planning any major changes in the next 12–24 months? Growth or expansion Ownership transition or sale Lending or refinancing No major changes planned Not sureOpen Response (Optional but Valuable)Is there anything specific you’d like us to know before the assessment?Expectations & ConsentSets tone and protects trust.Expectation Confirmation I understand this is a veterinary-specific bookkeeping assessment, not a sales call or tax review.Lead SourceCAPTCHA
