Find Your DIY Bookkeeping Score

You will get a result of low, medium, or high. This refers to how confident you are in your books' accuracy, timeliness, and insightfulness. 

Your bookkeeping data is used to file your taxes, but tax preparers don't check for bookkeeping accuracy. If your books are incorrect or behind, then your taxes will be incorrect or put on extension. As for insightfulness, if you can't look at your books regularly and know exactly what they're telling you, then you can't make informed business decisions until tax time.

A high bookkeeping score means your books help you stay in compliance and clearly show how your business is doing all year long.

It depends! As a monthly accounting service, we're not the right fit for every small business. You may find that a bookkeeping service is a better fit for you (or that you're doing fine on your own). Taking this assessment could give you some insights into what kind of solution you need.

However, if you want to jump right to finding your ideal accounting solution, take this quiz!