Is Your Bookkeeping Solid…

or Just Wishful Thinking?

If you’re doing your own books, knowing how to assess their health is critical to feeling confident in your financial reports. Because let’s be real—hidden bookkeeping mistakes can come back to haunt you (and cost you 💰).

That’s why I created the Bookkeeping Health Checklist—the exact process I use to evaluate a new client’s books!

Inside, you’ll get:

  • Balance Sheet Checklist – uncover hidden issues most business owners miss

  • Income Statement Checklist – ensure your revenue & expenses are accurate

  • The key red flags that indicate it’s time to call in a pro

Think your books are in good shape? Run them through this checklist and find out!