How healthy are your books?

Answer a few quick questions and get an instant health score, the specific issues to watch for, and a personalized recommendation. It’s free and takes about 3 minutes, with no email required.

Your answers are only used to prepare for your consultation. See our Privacy Policy.

What we check

The vital signs of healthy books.

Reconciliations

Are your accounts matched to your bank statements every month?

Timeliness

Are your books current, or months behind?

Categorization

Is money sitting in Uncategorized or Ask My Accountant?

Undeposited Funds

Are customer payments matched to real deposits?

A/R & A/P

Do your receivables and payables reflect reality?

Tax readiness

Can your CPA file from your books as they are?

FAQ

Health Check FAQs

Is the Books Health Check really free?

Yes. It’s completely free, takes about 3 minutes, and you’ll see your results instantly without entering your email.

What happens if I send you my results?

We’ll reach out within one business day to talk through your results and answer questions. There’s no obligation and no pressure.

I don't use QuickBooks. Can I still take it?

Absolutely. The quiz adjusts for businesses using spreadsheets, QuickBooks Desktop, or no system at all.