Should you keep doing your own books — or hand them off?
Ten honest questions. A real score. A clear next step. Built for contractors and service business owners who keep telling themselves "I'll catch up this weekend."
More than a quiz — a real decision framework.
- A personalized score based on revenue, time, confidence, and risk.
- A recommendation: DIY, hybrid, or delegate — in plain English.
- The printable PDF worksheet for your glovebox or shop wall.
- Our internal scoring rubric (the same one we use on strategy calls).
- A cost-of-your-time calculator so you can see what DIY really costs.
Most owners we meet have been doing their own books for years — not because it's working, but because they haven't had a clear reason to stop.
This scorecard gives you that reason. Or it tells you to keep going. Either way, you'll leave with an answer.
Send the printable worksheet to my inbox.
Same 10 questions, same scoring, in a one-page PDF you can print, share with a partner, or fill out on paper.
Owners who've been "getting to it this weekend" for six months.
If your business is doing $100K+ in revenue, you've got a truck or a team, and the books keep sliding — this is for you. If you're still pre-revenue or a solo side hustle, you're probably fine on QuickBooks Self-Employed for now.
Other tools owners find useful.
Financial Health Checklist
The 12-point owner checklist we walk through with every new client.
Download →Cash Flow 101 Template
The forgotten financial statement — built as a plug-and-play Excel template.
Download →Monthly Metric Tracker
Revenue, margin, operating cash, AR aging — all in one sheet.
Download →Already know you want to delegate?
Skip the quiz. Book a free 30-minute call and we'll scope what it would look like to take the books off your plate.