Are Your Books Squeaky Clean or a Hot Mess?

Sometimes my clients come to me and they know their books are a hot mess. They are unhappy with their current bookkeeper or maybe have been doing it themselves.

But other times, they come to me and say their books are in good shape, they just need help with financial systems and process and understanding their numbers better.

Part of my process for all clients is my Financial Foundations Assessment. This is a deep dive into your books, your team, and your systems and processes.

During this assessment, I do a detailed review of your QBO books

Having clean books is the foundation for all smartly run businesses. You can’t make decisions with bad data. Not unless you want to make bad decisions that is.

And in about 90% of the cases, we find that the books are, in fact, a hot mess.

Here are some signs I look for

• Your bookkeeper does not specific accounting training or experience.

• Your bank accounts (including any credit card accounts) are not being reconciled every month.

• Your bookkeeper rarely reaches out t

• Your transactions are not being categorized in a timely

• Your owner distribution account has a lot of activity running through it