bookkeeping self-exam

You're just four questions away from insight and increased clarity.

There are no wrong answers. It takes just a few moments, and the results are delivered to you right after.

Name *

Name

First Name

Last Name

Email Address *

confidence *

What gives you confidence that your financial records are complete, accurate, consistent and up to date?

responsibility *

Who’s responsible for entering the financial data of your business day to day?

reports *

What reports do you look at? How often? Which reports do you think you/someone should be looking at?

documents *

What substantiating documents do you keep? Where, in what form and for how long do you keep them?