You’ll be scored based on the following 3 key areas:

Bookkeeping Health
Shows the integrity of your day-to-day accounting, how current your books are and how reliable your system is for trusting your financial data.

Financial Risk
Reflects the stability of your financial practices and your exposure to risk, including potential vulnerabilities that could lead to fines or tax issues.

Reports
Shows how well you access and understand your key financial reports, giving you the insights needed for strategic decisions and future planning.
Don’t just take our word for it, see what others have to say about us

“Alex is a great resource for small business owners. I’ve seen her work hard for each client, to take care of their needs and help make their lives less stressful. As a CPA, I appreciate how she communicates with me and keeps me informed so we can both serve the client better.”
Sarah Hunter
CPA & Director, DMLO CPAs

"I've been continually impressed with her commitment, expertise, and genuine care she brings to her work. I refer her to my clients with confidence and without hesitation, as I know she always shows up with a willingness to help and add value."
Ben McKain
Financial Advisor, Lifetime Financial Growth
Here is what more people are saying
You’re not the first person who wasn’t sure what was really going on in their numbers.
Here’s what other owners and operators discovered after taking this 2‑minute check.
FAQs
Your score in the quiz is calculated based on a weight scale dirived from the FASB accounting standards. Each answer you provide gives you a certain number of points in each category to cross reference you with the account standard all successful businesses use.
Yes, you can retake the quiz if you're not satisfied with your initial score or feel like you want to change some answers.
We see people finish the quiz in about 2 minutes.
No, just answer based on how you currently run things.
You’ll get your score + recommendations by email. If you want help fixing it, you can raise your hand. No obligation.





