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Seven questions. Two minutes. Find out whether your books are supporting your business, or silently holding it back.
The Bookkeeping Health Score is a free self-assessment built around the seven areas that matter most for small business financial health: reconciliation habits, reporting accuracy, transaction categorization, gross margin visibility, tax-season readiness, who's actually handling the books, and whether your numbers can support a real financial decision. Each answer is scored, and your total lands in one of four bands (from "holding you back" to "in strong shape") with specific, practical next steps for where you are right now. It takes about two minutes, and there's no cost or obligation to use it.
Reconciliation means matching your bank and credit card statements to what's recorded in your books. It's how you catch errors, fraud, and missing transactions.
Your P&L tells you whether you're actually making money, not just whether cash is in the bank. If you can't pull one on demand, you're flying blind.
Proper categorization is the difference between books you can actually use for decision-making and a pile of numbers that means nothing at tax time.
Gross margin tells you how much you keep after direct costs. It's the single most important number for understanding whether your pricing and operations are sustainable.
Your bookkeeping should make tax prep painless, not a scramble. How your year-end goes is a direct reflection of what's happening (or not happening) every month.
There's no wrong answer here, but who's doing the work and how much attention it's getting tells you a lot about how much risk you're carrying.
This is the whole point of bookkeeping: giving you the information to make confident decisions instead of guessing.
Your score out of 20 places you in one of four bands: 0–5 means your books are actively holding your business back, 6–10 means they need real attention, 11–15 means you're getting by with some gaps, and 16–20 means your books are in strong shape. Each band comes with specific next steps rather than a generic score.
Each of the seven questions covers a different area of bookkeeping health: reconciliation frequency, reporting accuracy, transaction categorization, gross margin visibility, tax-season readiness, who's handling the books, and whether your numbers can support a real financial decision. Each answer is worth 0 to 3 points, and the total determines your score.
A low score isn't a judgment. It's common, especially for growing businesses that started scrappy. It usually means a catch-up or cleanup engagement is the right starting point, followed by consistent monthly bookkeeping. Most clients are surprised by how quickly disorganized books can be brought into shape.
Yes, the assessment is completely free, with no obligation. We ask for your name and email so we can send you your results, and you may occasionally hear from us with bookkeeping insights. No spam, and you can unsubscribe any time.