Bookkeeping Health Check Question 1 of 7 How often are your business accounts reconciled? Every month Every few months Once a year or at tax time I’m not sure / rarely When did you last review your Profit & Loss statement? Within the last month Within the last 3 months Sometime this year I don’t really review it Are business and personal expenses kept separate? Yes, completely Mostly They get mixed sometimes No Do your accounting balances usually match your bank and credit card statements? Yes Usually, with small differences They are often off I’m not sure Do you have uncategorized or “ask my accountant” transactions sitting in your books? None or very few A few Quite a few I don’t know If a lender asked for current financial statements today, could you provide them confidently? Yes, right away Yes, after some cleanup Probably not No How prepared do you feel for tax time? Ready — my books stay current Mostly ready It usually becomes a scramble I’m already dreading it Back Next Your analysis is ready Your Bookkeeping Health Score —/100 We found 0 areas worth reviewing. Enter your email to unlock your full result and recommendations. First Name * Last Name Email * Business Name Send me occasional bookkeeping tips and updates from South Bay Business Solutions. Website Show My Full Results Your result —/100 Want a second set of eyes on your books? South Bay Business Solutions can help you understand what needs attention and what can wait. Anything you’d like us to know before we follow up? (optional) Continue to Consultation Request
