How compliant are your books?

Take this 60-second quiz to assess how clean, compliant, and audit-ready your books really are.

We’ll personally review your answers and send your results within 24 hours — straight to your inbox.

Full Name *

Email *

Are your bank accounts reconciled every month? *

Yes

No

Do you keep a separate trust account for client funds? *

Yes

No

Is your trust account reconciled every month — including a 3-way reconciliation? *

Yes

No

Can you quickly pull a report showing all unpaid client invoices? *

Yes

No

Are reimbursable expenses tracked and billed back to clients? *

Yes

No

What accounting software does your firm currently use? *

QuickBooks

Clio

Xero

MyCase

I don’t use any software

Have your books been reviewed by a legal bookkeeping expert in the last 6 months? *

Yes

No

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