No cost, no obligation
Free Bookkeeping Health Check
Answer 20 quick multiple-choice questions about your business, your bookkeeping and how your finances are organized. You will get an instant read on where your books stand — no email required.
Takes 3–5 minutes20 multiple-choice questions
What I review
What Your Health Check Looks At
- Whether your bank, card and loan accounts are reconciled and how recently
- How consistently transactions are organized and categorized
- Whether your chart of accounts fits how you actually operate
- Payroll and contractor records, if you pay employees or 1099s
- How you use financial reporting, like your profit and loss statement
- Accounts receivable and payable — what you're owed and what you owe
- Bookkeeping timeliness: how current your books are and how often they're updated
- Overall financial organization, from receipts to separating business and personal spending
What you receive
- A written findings summary in plain language
- A prioritized list of what to fix first
- An honest estimate of clean-up effort and monthly scope
Start your health check
You can go back and change any answer before you see your result.
Your business
Question 1 of 20
How is your business structured?
No email required. Your answers stay in your browser as you go.