Do you reconcile all bank and credit card accounts every single month?
Yes, consistently
Sometimes
No
Are your financial reports (Profit & Loss and Balance Sheet) accurate and ready by the 15th of each month?
Yes, always
Sometimes / takes longer
No, they’re usually delayed or incomplete
Has your QuickBooks ever shown unexplained balances (e.g., uncategorized income/expenses, negative balances, or duplicate accounts)?
Never
Occasionally
Yes, often
Do you track cash flow (not just profit) inside QuickBooks or with another tool?
Yes, regularly
Somewhat, but not consistent
No, I don’t have a clear view of cash flow
When making business decisions, do you feel confident relying on your QuickBooks numbers?
Yes, I trust them fully
I trust them sometimes
No, I don’t feel confident in them
Do you have a professional accountant or bookkeeper reviewing your QuickBooks monthly?
Yes
Sometimes
No
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