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, which of the following Sales and Accounts Receivable items would you mark with Yes in the Needs Assessment tab of the checklist?