Bookkeeping health check.

About 2 minutes · Free · No email needed

Let’s work through it together.

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Question 1 of 8

Choose an answer to move to the next question.

Do your records match your latest bank statements?

Think of transactions checked and matched, not just imported.

Can you easily find your receipts and invoices?

A consistent filing habit makes missing details easier to spot.

Do you know which invoices and bills need attention?

If your business has neither, choose “Not applicable”.

Are your reporting deadlines and responsibilities clear?

Think about the reports and lodgements that apply to your business.

Are employee pay records checked and up to date?

No employees? Choose “Not applicable”.

Is your payroll setup reviewed when things change?

Think of changes to roles, hours or pay. No staff? Choose “Not applicable”.

Do you regularly review recent financial reports?

For example, a profit and loss report that reflects your current records.

Do you understand what your current numbers mean?

Choose “Not sure” if a plain-English explanation would help.

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