The 25-Point Bookkeeping Health Check
Is your bookkeeper actually doing a good job? These are the 25 things a good bookkeeper does every single month. Score yourself honestly, then decide what to do about the gaps.
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Your Score
Score your books online
Check off everything that is true today. Your progress saves automatically in your browser.
Reconciliations
0 of 5 checked
Close Discipline
0 of 5 checked
AP / AR Hygiene
0 of 5 checked
Reporting
0 of 5 checked
Controls & Readiness
0 of 5 checked
What the numbers mean
20-25: Healthy
Your books are in good shape. The question is whether you are getting enough insight out of them, which is a controller or CFO conversation.
12-19: Gaps
Workable, but fragile. These gaps surface at the worst times: tax season, a loan application, an investor call. Worth fixing now.
Under 12: Cleanup
Your books cannot support real decisions yet. Start with a free books review: we will tell you exactly what a cleanup takes, with a fixed quote.
Score your bookkeeping in 60 seconds
Six questions that tell you whether your books can actually support the decisions you are making.
Ready to score your books?
Takes less than 60 seconds. No email required.
Scored under 20? Let us take a look.
Book a free books review. We will tell you exactly where the gaps are and what it takes to close them, with a fixed quote.