A practical starting point

Bookkeeping Health Check

Nine plain-language questions about the routines that keep books reliable — reconciliations, receivables, GST/HST, payroll and cash-flow visibility. In about three minutes you'll get a clear read on what's working and what's worth a closer look. It's private to your browser, and there's no email required.

Answer nine quick questions

Each one takes a few seconds. Choose the answer that best reflects how your books work right now — there are no wrong answers, and nothing is stored or sent.

  • About 3 minutes
  • No email required
  • Private to your browser

This is a general educational check, not accounting or tax advice.

How to read your result

This is an educational starting point, not a formal accounting review or an audit. It reflects only the answers you give. If a few areas come back needing attention, that's common and usually fixable — the next step is simply understanding what's involved. If you'd like a person to look at your actual situation, book a free consultation and we'll talk it through — no pressure, no obligation.