Dan Cheng is another new client. Dan offers a virtual assistant/professional service, Cheng’s Master VA. He started his business a year ago and grossed $60,000 in that year. Dan doesn’t yet use an accounting solution and has a shoebox full of handwritten notes and receipts. However, he's excited to set up a solution that will provide detailed customer breakdown of his sales and customer history.

Based on what you already know of Dan, select three of the following Sales and Accounts Receivable items you would mark with Yes in the Needs Assessment tab of the checklist.

Estimates

Custom invoices (accounts receivable tracking)

Sales receipts

Multicurrency

Sales tax

Price levels

Progress Invoicing

Statements