Free Accounting Assessment
Accounting Health Check: Can You Trust Your Numbers?
Ten scored questions on how well your accounting keeps up with your business, from month-end close and cash to reconciliations and year-end. It applies to any ERP or set of books, from QuickBooks to spreadsheets. You get a score out of 100, a letter grade and the areas to focus on first.
Get My GradeSee What It Measures
10 scored questions, about five minutes, results on screen and by email.
Example result
63 / 100
Balanced, with open items
The basics are in place. A few gaps are costing you time.
How we can help
Outsourced Accounting and Bookkeeping
What it measures
What the Accounting Health Check measures
Ten areas that show whether your accounting keeps up with your business. Each answer is worth 0 to 3 points. Fewer points mean a higher health score out of 100 and a better letter grade. None of the questions depend on which software you use.
Systems and reporting
Spreadsheet reliance. How often key numbers get rebuilt in spreadsheets outside your system.
Close speed. How long it takes after month end to get financial statements you trust.
Data flow. How information moves between sales, purchasing, inventory, payroll and accounting.
Fit with today's business. Whether your accounting setup has kept pace with how the business has changed.
Profitability visibility. Whether you can see profit by product line, customer, department or location.
Cash, controls and capacity
Cash visibility. How confident you are in your cash position and the bills coming due.
Receivables. How well you track and follow up on customer balances.
Reconciliations. How bank and credit card reconciliations are handled.
Year-end readiness. How much cleanup your books need at year-end and tax time.
Accounting capacity. Who handles your accounting and whether they can keep up.
Plus one quick question about your books. It tells us which system you use and does not change your score.
The assessment
Take the Accounting Health Check
Answer for how your books run today. Your grade, score and the areas to focus on first appear right here when you finish, and a copy goes to your inbox.
Scoring
How Your Grade Works
Each of the 10 scored questions has four answers, from 0 points for the healthiest to 3 for the most strain. We subtract your total from 30 and turn it into a score out of 100. The score sets your letter grade, from F up to A+, and places you in one of three tiers.
Your result also lists up to 3 areas to focus on first: the questions where your answers showed the most strain.
Score 70 to 100
Closing clean
Your books are in good shape. Now make them work harder.
Score 40 to 69
Balanced, with open items
The basics are in place. A few gaps are costing you time.
Score 0 to 39
Out of balance
Your books need catching up before you can rely on them.
How we can help
Three Tiers, Three Ways We Can Help
Your score decides your tier, and your tier decides where we suggest starting.
Score 0 to 39
Out of balance
We suggest
Accounting Cleanup
When books are behind, accounts haven't been reconciled or reports aren't reliable, the first job is a clean starting point. We begin with discovery: your current setup, chart of accounts and reconciliation gaps. You get a clear plan for what we fix first, then we work through it inside your system.
Score 40 to 69
Balanced, with open items
We suggest
Outsourced Accounting and Bookkeeping
We handle AP and AR, bank and credit card reconciliations, journal entries and the month-end close inside the system you already use, on a set schedule. You get accurate financials every month and senior-level expertise without the overhead of an in-house finance team.
Score 70 to 100
Closing clean
We suggest
Accounting System Optimization
When the basics run well, the next gains come from your system. We refine workflows, automate recurring entries and tighten reporting in the system you already use, so your accounting scales without adding headcount.
FAQ
Questions About the Accounting Health Check
Short answers to what people ask before they start.
No. We work with any ERP or set of books, including QuickBooks and Odoo, and we do the work inside the system you already use. If you're still on spreadsheets or have no formal system, we can help you build a reliable accounting process.
Each of the 10 scored questions has four answers, from 0 points for the healthiest to 3 for the most strain. We subtract your total from 30 and show the result as a score out of 100, with a letter grade from F to A+. Under 40 is 'Out of balance', 40 to 69 is 'Balanced, with open items' and 70 or higher is 'Closing clean'.
Every engagement is backed by U.S.-based CPAs and dedicated accounting specialists. Our team is 100% U.S.-based, works your hours and understands U.S. compliance, tax and reporting standards.
Yes. Many clients use QOC as an extension of their internal team. We can take on specific functions, add capacity during busy periods or help improve your processes.
Yes. If your books are behind, accounts haven't been reconciled or reporting isn't reliable, we start by mapping your current setup, chart of accounts and reconciliation gaps. Then you get a clear plan for what we fix first.
Your grade, score, next steps and the areas to focus on first show on screen, and a copy goes to your inbox. If you want help, book a free consultation. We'll review your situation and recommend an approach and pricing that fit your needs, with no obligation.
Ready to get your books
running cleanly?
Book a free consultation. We'll review your results and your current setup, then give you an honest plan for what to fix first. No obligation.