Free tool

Bookkeeping health check

This bookkeeping health check asks ten yes-or-no questions about your books, from reconciled bank accounts to a documented close, and scores the answers out of 100 with a short explanation of what each gap costs. Answer honestly; the score is private and calculated in your browser.

Bookkeeping health check: LedgerBPO cover graphic

Bookkeeping health check

Every bank and card account was reconciled last month
There are no uncategorized transactions older than 7 days
Invoices go out within 1 business day of the work or shipment
Less than 15% of open receivables are over 90 days
Payments are applied to invoices within a week of landing
Bills are approved by someone other than the person who enters them
Payroll register, ledger and bank agree every pay run
Sales tax, VAT or GST liability accounts tie to the returns filed
Financial statements are issued within 10 business days of month-end
Someone other than the bookkeeper reviews the close

Score out of 100

0

Reading

Catch-up or clean-up needed first

Several basics are missing at once. A catch-up or clean-up project should come before any monthly service so the numbers can be trusted.

Estimates for orientation only. Not a LedgerBPO price or a promise. See assumptions below.

Get a custom quote with your real numbers

How the calculator works

Each yes scores 10 points. 90 to 100 means the books are decision-ready; 60 to 80 means the basics are there but cash or compliance risk is hiding in the gaps; below 60 usually means a catch-up or clean-up project before a monthly service will work.

Assumptions and sources

  • The questions mirror the checks in LedgerBPO's Two-Tier Review, so a low score shows where a dedicated team would start.
  • The score is an indicator, not an audit. Nothing you enter is sent anywhere unless you choose to request a quote.

What to do with your result

Below 60: start with catch-up or clean-up. 60 to 80: the monthly bookkeeping and reconciliation services close the gaps. Above 80: reporting and controller review are the next step.

Frequently asked questions

Is my score stored or sent?

No. The score is calculated in your browser and is not sent to us unless you click through to request a quote and choose to mention it.

What does a score below 60 mean?

Several basics are missing at once, usually unreconciled accounts and uncategorized transactions. Monthly bookkeeping on top of that backlog rarely works; a catch-up bookkeeping project brings the file current first.

Why does someone else need to review the close?

A second set of eyes catches miscodings, duplicate bills and missed accruals before they reach your tax return or lender. It is the reason LedgerBPO runs a Two-Tier Review on every close.

How often should I take the health check?

Quarterly. Books drift as the business changes: a new sales channel, a second entity or a new payroll provider each adds a reconciliation that did not exist before.

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Next step

Books closed. Invoices paid. Every month.

Tell us what is going on with your books or billing. You will hear from a named person within 1 business day, with a custom quote and a plan for the first close.

  • Reply from a named person within 1 business day
  • No setup fee, month-to-month
  • Your software, your data, no lock-in

Start with a custom quote

Get a custom quote Book a 20-minute call

Or call +1-657-777-0006 during US, UK or Australian business hours.

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