BUSINESS FINANCIAL HEALTH REVIEW™

Financial Foundation

Your financial reports are only as reliable as the information they are built upon. These questions help us understand whether your bookkeeping creates a dependable foundation for decision-making.

Step 2 of 6
Financial Foundation
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1. Are your bank and credit card accounts reconciled every month?





2. How current are your books today?





3. Are transactions consistently categorized to the correct accounts?





4. Do you have old balances, uncleared transactions, unapplied payments, or unresolved cleanup items?





5. How confident are you that your books would hold up under CPA review, lender review, or year-end tax preparation?






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Step 2 of 6. Your answers help identify whether your financial information is reliable enough to support business decisions.