Free self-check

The Clean Books Grader.

Every owner thinks their books are mostly fine. This grader replaces mostly fine with a number out of ten, in about ten minutes, from two CPAs. Question 10 is the one that matters most. Enter your email and it's yours.

What's inside
  • ✓ Ten yes-or-no questions, one point each
  • ✓ The payout split and sales tax checks most files fail
  • ✓ The reconciled-to-the-statement test
  • ✓ What your score means and what to fix first
  • ✓ Why most owners grade two points too high
  • ✓ The question you already know your answer to

We’ll only email you things worth reading, and you can unsubscribe any time.

When you’re ready for more than a checklist

Find out what shape your books are really in.

Our In-Depth Diagnostic Review is how most owners start with us: two CPAs go inside your actual QuickBooks and tell you the truth, in writing and on video. $497, credited toward your first month.

See the Diagnostic Review Explore the firm

📅 Book a call