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BOOKKEEPING

HOW HEALTHY IS YOUR BOOKKEEPING?

Take five minutes. Answer ten simple questions. Get an immediate Green, Amber or Red result and practical next steps.
No accounting knowledge required. No judgement if several answers are "I have no idea."

Small Business financial health check
SPEAK 
TO US
NOW

Please select one answer in each section

How current are your books?
Usually up to date within a week.
Often a few weeks behind.
I am not sure / more than a month behind.
How often are bank and card accounts reconciled?
At least monthly and I know they reconcile.
Irregularly.
I do not know / they are not reconciled.
If you are VAT registered, how does the VAT deadline feel? Skip if you're not VAT registered.
Routine and prepared.
Usually a last-minute rush.
Stressful / records are incomplete.
Can you see who owes the business money right now?
Yes, and overdue invoices are chased.
I can find out but nobody owns the process consistently.
Not reliably.
Could you tell me last month's profit without doing extra bookkeeping first?
Yes
With some work
No
How much owner/management time goes into bookkeeping each month?
Less than 2 hours.
2–5 hours.
More than 5 hours or evenings or weekends.
Does your accountant have to correct or chase bookkeeping information at year end?
Rarely.
Sometimes.
Regularly / I dread year end.
Are receipts, supplier bills and expenses captured consistently?
Yes
Mostly
No / things go missing.
Is there one clear person/team responsible for the finance admin?
Yes.
Shared / Unclear
It is mostly me and it keeps slipping.
If sales stopped unexpectedly, could you quickly work out how long you could continue to trade?
Yes.
Roughly.
No.
Bookkeeping Health Check
Check the financial health of your business

FIND OUT HOW WE CAN HELP WITH YOUR PAYROLL

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