Free tool

Can your books actually be trusted?

Most owners have a feeling about this and no evidence either way. Ten questions gives you a straight answer and a specific list of what is broken, if anything is.

Your answers never leave your browser. There is no email wall on the result, and admitting your books are a mess should not put that admission in someone's database before you decide to talk to them.

How healthy are your books, actually?

Ten questions, about ninety seconds. You get a score and a specific list of what is wrong. Nothing is sent anywhere and no email is required to see your result.

What the score means

The weighting is not even. Reconciliation and mixed personal spending count for the most, because those two quietly invalidate every other number. You can have tidy-looking categories and still have books that are wrong in the only ways that matter.

If you scored low, that is the normal starting point for someone calling me, not a reason to be embarrassed. Almost everyone is behind.

Questions about your own result? Call or text (210) 336-0361 and read me the list.