How healthy are your books right now?
Six honest questions, one score out of 100, and a breakdown by area: close cadence, reconciliation, cash visibility, AP, AR, and diligence readiness, so you know exactly where the gaps are.
Instant score · No email required · 90 seconds to complete
Works with the tools you already run
Health check progress
0 / 6 answered
Question 1 · Close cadence
How many days after month-end do your books actually close?
An honest answer beats a hopeful one.
Question 2 · Reconciliation
When were your bank and credit card accounts last reconciled?
Question 3 · Cash visibility
Can you see your cash position for the next 13 weeks?
Not your bank balance, but a forward-looking forecast.
Question 4 · AP discipline
How are vendor bills handled?
Question 5 · AR aging
What's your average past-due invoice age right now?
Question 6 · Lender / diligence readiness
Could your books pass diligence today (lender, investor, buyer)?
Answer all 6 to see your score.
You'll get a 0–100 health score, an area-by-area breakdown, and what to do about it.
Credentialed by the people who set the rules
QuickBooks ProAdvisors
Xero Advisors
Certified Bookkeepers
Now that you know where you stand…
The score told you what's broken. These tell you what to do about it. Pick where to go next.
Want a human to walk through this with you?
Thirty minutes. We'll pressure-test your answers, surface the gaps you didn't mention, and propose a plan for fixing them.
Book a 30-min discovery callNo contract. No high-pressure follow-up. If we're not a fit we'll say so.