Seven questions. Two minutes. Find out whether your books are supporting your business — or silently holding it back.
Question 1 of 7
When did you last reconcile your accounts?
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.
Can you pull an accurate Profit & Loss statement right now?
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.
How are you categorizing transactions?
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.
Do you know your gross profit margin?
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.
How does tax time feel?
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.
Who's handling your books right now?
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.
If you had to make a major financial decision today — hire someone, take on debt, invest in equipment — could your books tell you whether you can afford it?
This is the whole point of bookkeeping: giving you the information to make confident decisions instead of guessing.
