Is your bookkeeping costing you money?

01Are your books more than 30 days behind?

Decisions are made on old numbers, and catching up gets harder every month.

02Have you skipped reconciling a bank or credit card account for a month or more?

Errors, duplicates and missing transactions go unnoticed.

03Do you have money in "uncategorized", "ask my accountant" or a miscellaneous account?

Reports cannot tell you where money is really going.

04Do you keep personal and business spending in the same account or card?

It muddies your profit and makes cleanup slow and expensive.

05Would you be uncomfortable handing your books to a lender, buyer or CPA today?

Slow, messy books delay loans, sales and tax filing.

06Has anyone other than a bookkeeper or you been entering transactions without review?

Coding drifts, and the same expense ends up in different places.

07Do you lack a monthly profit and loss statement you actually read?

You find out about problems when it is too late to fix them.

08Are you unsure which product or service makes you the most money?

You may be pushing the parts of the business that lose money.

09Are you unsure what cash you will have in 60 days?

Cash crunches arrive as surprises.

10Do invoices regularly go unpaid for more than 30 days?

Slow collection is an interest-free loan to your customers.

11Do you pay bills late, or pay some early because you lost track?

Late fees on one side, wasted cash on the other.

12Do you find subscriptions or charges you forgot you had?

Small recurring costs quietly add up, and nobody is reviewing them.