Find out what shape your books are actually in
Six questions on reconciliation, close timing, receivables, filings and account hygiene. Returns the specific risks worth fixing first, ranked.
Takes about 1 minute · No sign-up
Question 1 of 6
When were your bank and card accounts last reconciled?
Reconciled means matched line by line, not just downloaded.
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Open the toolFind out what shapeyour books are actually in.
The free books health check walks your software, transaction volume, and close history. You leave with a clear scope and a number — whether or not you hire us.
- 30 minutes with a CPA, not a sales rep
- A written scope and a flat monthly number
- No obligation, and no follow-up sequence