The Books Health Check

Ten quick questions. You'll get a messiness score out of 100, the three things to fix first, and our month-end close checklist. It takes about two minutes.

Question 1 of 10

When were your bank accounts last reconciled to the statements?
How far behind is your bookkeeping?
Do personal and business expenses share an account or card?
How much sits in "uncategorized" or "ask my accountant"?
Can you find the receipt for a purchase from three months ago?
How often do you look at a profit and loss statement?
Could you say today how much cash you'll have in 60 days?
If you collect sales tax, is it tracked separately from your income?
How did your last tax season go?
Who keeps the books now?
Where should we send your results?

We'll show your score on the next screen and email you a copy with the month-end close checklist.

We'll email your results, the month-end close checklist, and a short email series about keeping clean books. Unsubscribe anytime. Privacy policy.

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