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How healthy are your books?

Answer 6 quick questions and get a score out of 100, plus a short list of what to fix first. It takes about a minute.

0 of 6 answered

1Are your bank and credit card accounts reconciled every month?
2Are personal and business expenses kept separate?
3Are your monthly reports ready by the middle of the next month?
4Are receipts and bills stored where you can find them?
5Is payroll recorded correctly in your books?
6How up to date is your bookkeeping?

Your answers stay in your browser. Nothing is stored or sent.

This is a general self-check, not professional advice. It cannot see your books, so it only reflects your answers. For advice about your business, talk to a qualified professional such as your CPA.

Free month-end close checklist

Tick off the steps to close your books each month. Your progress is saved in your browser.

Open the checklist

Books behind?

See what a catch-up project could cost, then get a fixed quote after a free review.

About catch-up work
Next stepBook a free consultationTalk through your score and what to fix first.

Want help fixing what the check found?

Book a free 30-minute consultation, or tell us about your books for a custom quote. We reply within one US business day.

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