Is your bookkeeping actually ready for year-end?
Most owners find out in February. This workbook tells you in twenty-five minutes — before year-end, an audit, or financing.
- Assess five areas of your books against a clear standard.
- See a single readiness profile for the business.
- Finish with a short, ranked list of what to fix first.
The Foundation
Where every number begins. Everything above the foundation inherits its accuracy — or its errors.
The Money Trail
What you earned and what you owe — not just what moved through the bank.
The Compliance Backbone
The accounts someone else already has a copy of — so they can't just look right. They have to agree.
The Balance-Sheet Truth
The statement owners never read — and the one where every uncaught error goes to hide.
The Audit-Grade Layer
Where accurate becomes provable — a file that stands on its own, without you in the room.
- An owner heading into year-end.
- An owner arranging financing.
- An owner facing a review or audit.
- An owner preparing for a sale.
This workbook assesses whether your bookkeeping is ready. It isn't tax advice and it isn't an audit — it's the groundwork that makes your accountant's job faster and your year-end calmer.