Bookkeeping assessment

Let’s make your numbers work for you.

Tell us how your books work today, where they feel messy, and what you want off your plate. Your answers help us prepare for a useful conversation—not force your business into a one-size-fits-all package.

About 6–8 minutes

Your information is used only to evaluate your bookkeeping needs and prepare for a follow-up conversation.

First, the basics

Tell us about your business.

A little context helps us understand what “simple” or “complex” really means for you.

Business name

Your name

Email

Phone

Industry / type of business

Years in business

Approximate annual revenue

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Your current books

How are things working today?

Accounting system

Who handles bookkeeping?

How often is it completed?

How confident are you in the books?

When were all bank and credit-card accounts last fully reconciled?

It sounds like some catch-up or cleanup may be helpful.

How far back might cleanup be needed?

Known issues

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Activity & accounts

What moves through the business?

Monthly financial transactionsAcross all bank and credit-card accounts.

Customer payments / deposits per month

How many accounts need to be managed?

Checking Savings Credit cards Loans / debt

Are personal and business transactions ever mixed?

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Day-to-day workflows

Where do you need a hand?

Do you send customer invoices?

Would you like help entering or paying bills?

About invoicing and receivables

Invoices per month

Help creating invoices and monitoring unpaid balances?

How many vendors do you regularly pay?

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People & compliance

Payroll, contractors, and sales tax.

Do you run payroll?

Do you regularly pay independent contractors?

About payroll

Number of employees

Payroll provider

Would you like payroll coordination included?

About contractors

Regular contractor count

Are W-9s and 1099 information tracked?

Do you collect sales tax?

About sales tax

Where do you collect?

Are returns currently filed on time?

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Reporting & priorities

What would make the numbers more useful?

Need profitability by project, client, location, or department?

Do you maintain inventory?

What needs separate profitability tracking?

Do you have a CPA or tax preparer?

Are the most recent business returns filed?

What frustrates you most about the financial side of the business?

If we could make one part easier, clearer, or more useful, what would it be?

Anything else we should know before we talk?

Please complete the required fields and choose at least one service.

Almost there

Review your snapshot.

Confirm the details below, then send them to Bailey Business Solutions. You can go back and make changes at any time.

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Submitting this form does not create an engagement or authorize access to your financial accounts.

Snapshot received

Thank you, there.

We have what we need for a useful first conversation. Bailey Business Solutions will review your answers and follow up about the clearest next step.