• Bookkeeping Health Check™

    Find out how healthy your bookkeeping records are—and what may need attention before tax preparation, financing, or important business decisions.

  • How Healthy Are Your Bookkeeping Records?

  • This Health Check is based on the information you provide and is intended for preliminary educational and service-planning purposes. A complete review may require financial records and supporting documents later.

  • Contact Information

  • Format: (000) 000-0000.
  • Preferred method of contact*

  • Business Profile

  • If you are a sole proprietor without a formal business name, enter your own name.
  • Which best describes your business structure?*
  • Briefly describe your primary products, services, or sources of income.
  • How long has the business been operating?*
  • Approximately how much revenue does the business receive in a typical year?*
  • An estimate is fine. This helps us understand the likely volume and complexity of the records.
  • About how many business transactions occur in a typical month?*
  • Include money received, purchases, payments, transfers, and fees.
  • Does the business have employees or pay independent contractors?*

  • Current Bookkeeping Setup

  • Tell us how the business currently tracks income, expenses, and financial activity.
  • How are your business records currently maintained?*
  • Who currently handles the bookkeeping?*
  • How often are your bookkeeping records updated?*
  • When were your records last fully updated?*
  • How confident are you that all business income and expenses are recorded?*
  • Are business and personal finances kept separate?*
  • Which financial accounts does the business use?*
  • Are all business bank and credit card accounts included in the bookkeeping records?*
  • How are receipts and supporting records stored?*
  • How are customer payments or business income tracked?*
  • Does the business send invoices or have customers who owe money?*
  • Are unpaid customer invoices reviewed and followed up?*
  • Does the business have bills, loans, credit cards, or vendors that it owes?*
  • Are unpaid bills and balances reviewed regularly?*

  • SECTION 5 — RECONCILIATION & FINANCIAL VISIBILITY

  • Accurate books should agree with the business’s actual accounts and help you understand how the business is performing.
  • How often are bank and credit card accounts reconciled?*
  • Are there any transactions you do not know how to categorize?*
  • Do you regularly review financial reports for the business?*
  • How confident are you in the accuracy of your current financial reports?*
  • Can you currently answer how much the business earned, spent, and kept during the most recent month or quarter?*

  • SECTION 6 — TAX & COMPLIANCE READINESS

  • These questions help identify whether bookkeeping issues could delay tax preparation or affect other filing responsibilities.
  • Which tax years still need bookkeeping work or cleanup?*
  • Have all required business tax returns been filed?*
  • Has a tax preparer ever delayed, adjusted, or questioned a return because the records were incomplete or unclear?*
  • Does the business have any of these current concerns?*
  • What prompted you to request a Bookkeeping Health Check™?*
  • How soon do you need bookkeeping assistance?*
  • Is there a specific deadline or important date?*
  • What is the deadline or important date?*
     - -
    2 digit month, 2 digit day, 4 digit year

  • SECTION 8 — NEXT STEP & SUBMISSION

    Your answers will be reviewed to prepare a preliminary Bookkeeping Health Check™ and recommend the most appropriate next step.
  • Which type of help are you most interested in?*
  • Would you like information about a Bookkeeping Advisory Consultation after your Health Check is reviewed?*
  • Acknowledgment*
  • Should be Empty: