Is Your Bookkeeper Costing You Money?

Most business owners don't realize their bookkeeper is the problem until it gets to tax season. This 10-question (2-minute) quiz tells you before it costs you.

When did you last see a current Profit & Loss statement? *

Within the last 2 weeks

Within the last month

Sometime in the last quarter

I honestly can't remember / only at tax time

Are your bank and credit card accounts reconciled every month? *

Yes, every account, every month

Most months, most accounts

Occasionally, or only when something feels off

I don't actually know

How confident are you that your books accurately reflect your business right now? *

Very confident — I could make a decision off them today

Mostly confident, with some gaps

Not very — I'd want to verify before trusting the numbers

Not at all — I assume there are errors

Have you been surprised by a tax bill or penalty in the last 2 years? *

No, taxes have been predictable

Once, but it was minor

Yes, and it hurt cash flow

Multiple times, or I'm currently behind

Can you answer "Is my business profitable this month?" without guessing? *

Yes, I know my margins by service/product line

Yes, at the overall business level

Roughly, but I'd be guessing

No — I genuinely don't know

How does your bookkeeper communicate with you? *

Proactively — they flag issues and explain trends

Regularly, but mostly when I ask

Rarely — they just send reports (or don't)

I'm not sure they're even still working on it

When you ask your bookkeeper a question, how fast do you get a clear answer? *

Same day, and I understand the answer

Within a few days

Eventually, but the answer is often confusing

I've stopped asking because it's not worth it

How are major financial decisions (hiring, pricing, big purchases) made in your business? *

Based on current financial data and forecasts

Based on bank balance + gut feel

Mostly gut feel — the numbers come later

Honestly? I cross my fingers

Have you ever had to redo or "clean up" your books? *

Never, they've always been clean

Once, a while ago

Yes, recently or it's overdue

They need cleanup right now and I've been avoiding it

What's your gut feeling about your current bookkeeping situation? *

Solid — one less thing to worry about

Okay, but I think it could be better

Uneasy — something feels off

I know it's a problem, I just haven't fixed it yet

Full Name *

Email *

Phone *