Free tool
Free bookkeeping health check
Answer a few quick questions about how your books are kept and see what to tackle first, with a guide for each item. No sign-up to see the results.
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This reflects only your answers. It is general information, not tax, legal or accounting advice.
Want this report by email?
We'll send the full list. If you'd like help, add a note and we'll reply with a plain estimate.
FAQ
About this tool
What is this?
A short set of questions about how your business keeps its books: separate accounts, reconciliation, records, payroll and sales tax filings, and year-end. You get a score and a plain-English list of what to tackle first, with a guide for each.
What does the score mean?
It reflects only your answers about habits. It can't tell how your business is doing financially, whether your filings are correct, or what you owe. It is general information, not tax, legal or accounting advice.
Is my information saved?
Your answers are scored when you see the results and are not stored. If you ask for the emailed report, we keep your name, email and answers so we can follow up about it.
Will you contact me?
We send the report you asked for. If you add a note or ask for help, we reply by email. We don't add you to a mailing list.
More plain-language help: bookkeeping guides or bookkeeping by software.
Reviewed by a person
Books Health Review
Send us one period of reports from QuickBooks, Xero or Excel. A person reads them and emails a written list of what to fix, in order.