Where do the books stand?

Seven questions, two minutes. A plain reading of your posture. No name, no email; your answers never leave this page.

Seven Questions

01 The books

Current to the month One to three months behind More than three months behind

02 Bank & credit card reconciliations

Every account, current Some accounts behind Months behind, or not certain

03 Monthly financial statements

Delivered on a fixed date each month Produced, but not reliably Year-end only

04 Entities, jobs & contracts

Kept distinct in the ledger Partially separated Commingled, or not certain

05 Payroll & compliance filings

Current and reconciled Some catch-up owed Behind, or not certain

06 Cash & margin visibility

Known weekly, or better Known monthly Not really known

07 The next twelve months

Nothing major expected An audit, loan, bonding, or sale is possible One is already scheduled

Financial Readiness

/ 100

Optional. Send the reading ahead, and the Diagnostic Call starts from where the books actually stand.

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Northbridge Accounting & Consulting

Accounting, audit-readiness, and financial leadership for corporations, government contractors, and small business owners.

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