Are Your Books Actually Ready for Tax Season?

Yes, and it's set up correctly (5 points)

Yes, but I'm not sure if it's set up right (3 points)

None—I enter transactions manually or not at all (0 points)

Never. I don't know what "reconciling" means—that's okay! (0 points)

Yes, it's clean and makes sense (5 points)

It's the default setup—I haven't touched it (3 points)

I have no idea what a Chart of Accounts is (0 points)

Zero—everything is categorized (5 points)

Maybe? I'm not sure how to check (2 points)

I pulled them but didn't really understand them (3 points)

I don't know how to pull those reports (0 points)

Mostly, but there's some overlap (3 points)

Everything runs through the same accounts (0 points)

Yes, consistently with an app or log (5 points)

Sometimes, but not consistently (2 points)

Yes, organized and easy to find (5 points)

Yes, payroll is handled and 1099s are ready (5 points)

I think so, but I'm not 100% sure (3 points)

I have no idea if I'm doing this right (0 points)

Not applicable—no employees or contractors (5 points)

I didn't know I was supposed to (0 points)

Not applicable—I'm not required to (5 points)

I could pull a report, but I'm not sure if it's accurate (3 points)

Yes, I know exactly what I can afford (5 points)

I could figure it out, but it would take time (3 points)

I have no idea—I just hope it works out (0 points)

Yes, I track profitability by service/product (5 points)

I have a general sense, but no hard data (3 points)