Free Checklist · Bryant Bookkeeping Co.

The 5-Minute Books Health Check

Ten honest yes/no questions. No spreadsheet required — just answer from memory. If you hesitate on more than two or three of these, your books are costing you more than you think.

Check the box if the answer is genuinely "yes." Be honest — this only helps if it's accurate.

0 of 10 checked

1
My bank & credit card accounts are reconciled through last month.

Not "close enough" — actually matched, line by line.

2
I know last month's actual profit — not a guess.

A specific number, not "we did okay."

3
I know how much cash I actually have available right now.

Profit and cash in the bank are not the same thing.

4
No personal expenses are mixed into my business accounts.

One card, one purpose. No exceptions "just this once."

5
(Landlords) I can tell you which property is actually profitable — and which isn't.

Per-property, not just portfolio-wide.

6
Repairs and capital improvements are recorded separately.

Mixing these up is one of the most common (and costly) tax mistakes.

7
My chart of accounts actually makes sense to me.

Not a dumping ground of "miscellaneous" and "other."

8
I could hand my books to a CPA today without an apology.

"CPA-ready" means no scrambling, no missing months.

9
I look at a P&L or Balance Sheet at least once a month.

Not just at tax time.

10
I haven't thought "I really need to catch up on my books" in the last 30 days.

If this thought is recurring, it's already a problem worth solving.

What Your Score Means
8–10 checked

Solid. A monthly second set of eyes keeps it that way.

4–7 checked

Fixable now, before it becomes a cleanup project.

0–3 checked

Time for a proper catch-up — the sooner, the cheaper.

Wherever You Landed, Let's Talk

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