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The 10-point bookkeeping health check

Two minutes, honest answers. You'll get a grade, the three fixes we'd start with, and — if you want it — a written cleanup plan for your situation. Answers stay in your browser unless you request the plan.

Bank & card accounts reconciled in the last 45 days
Every business bank and credit card account, matched to the books — not just glanced at.
Business and personal money fully separated
Dedicated business accounts and cards; owner draws recorded as draws, not expenses.
No uncategorized-transaction pile
Everything is coded to a real category as it comes in — no growing "ask my accountant" list.
Books close monthly, on a schedule
A repeatable month-end routine — not a scramble every April.
You know exactly who owes you money today
Invoices tracked, receivables aged, follow-ups happening — not "somewhere in email."
Receipts and records findable in minutes
Digital, attached or filed — you could produce support for any expense without a drawer excavation.
Payroll and sales tax filings on time, every time
No notices on the counter, no late penalties in the last year.
Quarterly estimated taxes planned and paid
A number you chose with intention — not an April surprise with a penalty attached.
You read a P&L or cash report monthly — and use it
Hiring, pricing, and spending decisions are made on numbers, not on the checking-account balance.
If a lender or the IRS asked for last year's books today, you'd hand them over
Without a cleanup project first. That's the whole test, really.
0 of 10 answered

Want this as a written cleanup plan?

We'll turn your answers into a short plan — what's solid, what to fix first, and what it takes to get there — written by a person, usually within one business day. No commitment, no drip campaign.

Prefer to talk instead? Call (209) 265-3950 or email tony@trustapal.com.