Bookkeeping Health Checklist

Aiming High Solutions

Bookkeeping Health Checklist

Austin Bookkeeping Hub - Financial Health Calculator

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Start answering questions to see your score

1. Daily recording of all business transactions?

Yes No

2. Monthly bank reconciliation completed?

Yes No

3. Invoices sent within 48 hours of service?

Yes No

4. Separate business and personal accounts?

Yes No

5. Quarterly financial reviews conducted?

Yes No

6. Tax payments made by deadlines?

Yes No

7. Documented expense tracking process?

Yes No

8. Digital backups of financial records?

Yes No

9. Weekly AR aging monitoring?

Yes No

10. Active business budget in place?

Yes No

11. Regular expense categorization?

Yes No

12. Monthly P&L statements generated?

Yes No

13. Annual financial audit conducted?

Yes No

14. Sales tax compliance maintained?

Yes No

15. Employee payroll managed properly?

Yes No

16. Physical receipts digitized?

Yes No

17. Cash flow projections updated monthly?

Yes No

18. Debt levels actively managed?

Yes No

19. Accounting software utilized?

Yes No

20. Inventory tracking system in place?

Yes No

21. Vendor contracts reviewed annually?

Yes No

22. Tax deductions properly documented?

Yes No

23. Business credit score monitored?

Yes No

24. Fraud prevention measures active?

Yes No

25. Professional bookkeeper consulted?

Yes No

Uncertain About Your Business’s Future?

Schedule a 20-Minute Meeting with Adam Huntley.

For Faster Services Call (855) 5-AIMING (855) 524-6464.

We work with a passion of taking challenges and creating new ones in bookkeeping sector.

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Bookkeeping Health Checklist

Contact info

5533 Cottey Street, Fort Worth, TX 76119
(855) 524-6464
adam@aiminghighsolutions.com