ClearClose Books - Tech-First Bookkeeping & Tax

Free five-minute diagnostic

Will your books support a clean year-end return?

Answer ten operational questions. Nothing is uploaded or sent. Your result stays in this browser tab and shows whether the likely next step is a monthly close, cleanup, or separate-scope review.

Example, no client data

Sample Books Health Check report

Overall status: Cleanup-first before monthly bookkeeping begins.

Three biggest risks

  1. Two bank accounts are not reconciled through the latest statement month.
  2. Owner and business purchases are mixed in one card account.
  3. Contractor records are incomplete before year-end reporting.

Plain-language next steps

  1. Reconcile each account to its statement balance.
  2. Separate and document owner activity.
  3. Collect missing contractor names, W-9s, and payment totals.

Likely service path: Quote the cleanup first, then confirm the right monthly plan. Actual findings depend on records reviewed after secure onboarding.

1. When was every bank and card account last reconciled to a statement?
2. How many bank, card, processor, or loan accounts need monthly review?
3. About how many transactions occur each month?
4. Are contractor names, W-9s, and payment records organized?
5. How often are personal and business purchases mixed?
6. Which structure best describes the business?
7. How many states may require an income-tax return?
8. Which added operating complexity is present?
9. What is the status of the most recent required business return?
10. When do you want recurring bookkeeping to start?

Do not enter or send an SSN, EIN notice, tax return, statement, login, or account number. This check does not determine filing eligibility or promise tax savings.