FREE BOOKKEEPING HEALTH CHECK

Free Bookkeeping Health Check — Simple Business Solutions

Free Assessment

Are your books actually working for you?

Answer 15 quick questions and find out exactly where your bookkeeping stands — before it costs you at tax time.

Step 1 of 5

Bank reconciliation

Is your money where you think it is?

My bank and credit card accounts are reconciled every month

My QuickBooks balances match my real bank balances

I don't have old transactions sitting in the bank feed "For Review"

Step 2 of 5

Income & deposits

Is your revenue recorded cleanly?

I can explain what every deposit into my bank account represents

Loans, transfers, and owner contributions are NOT recorded as income

My Accounts Receivable (customer balances) report makes sense

Step 3 of 5

Expense categorization

Are your costs organized and consistent?

I consistently use the same categories for expenses each month

Personal expenses are not mixed into the business (or tracked properly)

I rarely use "Uncategorized Expense" or "Ask My Accountant"

Step 4 of 5

Payroll & contractors

Is your team's pay tracked correctly?

Payroll taxes and payroll liabilities match filings

Contractor payments are tracked for 1099s

Owner pay/draws are not recorded as wages

Step 5 of 5

Financial reports

Can you trust what your numbers say?

My Balance Sheet makes sense to me

Loan balances and sales tax payable match real statements

I could send my financial reports to a tax preparer today confidently

Healthy

Issues

Score

Monthly Bookkeeping Bank Reconciliation Payroll Management 1099 Filing Tax-Ready Financials QBO Setup & Cleanup CPA Coordination Year-End Support