Free Checklist · PDF

The Financial Health Checklist.

Twelve questions we walk through with every new client — so you can spot what's off in your books, cash, and systems before it shows up on a tax return.

What's inside

Twelve checkpoints. One page. Real answers.

  • Bank & credit card reconciliation status
  • AR aging red flags (and a 30/60/90 rule of thumb)
  • Owner pay structure and reasonable comp
  • Sales tax and 1099 readiness
  • Job costing / per-client profitability visibility

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Who it's for

Owners who want a self-audit before the conversation.

If you're thinking about switching bookkeepers, hiring your first, or just want to know where your books are weakest — run through this checklist first. Most owners find 3 – 4 items they didn't realize were off.

Keep going

Pair it with these.

Quiz · PDF

DIY or Delegate Scorecard

Know if it's time to hand off the books. 10 questions, 2 minutes.

Take the quiz →
Template · XLSX

Monthly Metric Tracker

Track revenue, margin, and cash in one simple sheet.

Download →
Checklist · PDF

Mid-Year Checkup

Course-correct before Q4 closes on you.

Download →

Want us to run the checklist with you?

Book a free 30-minute call. We'll walk the 12 points live and tell you exactly what to fix first.

Book a Free Call