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Considering accounting assistance but you're not sure what level of service is right for you, right now?
Once you have your Financial Systems Scorecard, you'll know exactly where you stand—and what level of support you need next.
Let's Get Started
1%
Part 1: Your Bookkeeping System
Rate each statement based on how true it is for your business right now.
Be honest—this isn't about perfection. It's about clarity.
Not True At All | Somewhat True / Work In Progress | Absolutely True | |
|---|---|---|---|
I track all of my income and expenses in a dedicated system (not just my bank account). | Not True At All | Somewhat True / Work In Progress | Absolutely True |
My bookkeeping is up to date - nothing older than 30 days. | Not True At All | Somewhat True / Work In Progress | Absolutely True |
I use software like Xero, QuickBooks or Wave (not just a spreadsheet). | Not True At All | Somewhat True / Work In Progress | Absolutely True |
I reconcile all accounts monthly to ensure accuracy. | Not True At All | Somewhat True / Work In Progress | Absolutely True |
Next
Part 2: Financial Visibility
Rate each statement based on how true it is for your business right now.
Be honest—this isn't about perfection. It's about clarity.
Not True At All | Somewhat True / Work In Progress | Absolutely True | |
|---|---|---|---|
I review profit and loss reports every month. | Not True At All | Somewhat True / Work In Progress | Absolutely True |
I understand my numbers enough to know if I’m profitable. | Not True At All | Somewhat True / Work In Progress | Absolutely True |
I can easily pull financials if I needed to share them with a CPA or investor. | Not True At All | Somewhat True / Work In Progress | Absolutely True |
Next
Part 3: Workflow & Automation
Rate each statement based on how true it is for your business right now.
Be honest—this isn't about perfection. It's about clarity.
Not True At All | Somewhat True / Work In Progress | Absolutely True | |
|---|---|---|---|
My business systems are connected (e.g., Stripe → Xero → bank feeds). | Not True At All | Somewhat True / Work In Progress | Absolutely True |
Invoices, payments, and expense tracking are mostly automated. | Not True At All | Somewhat True / Work In Progress | Absolutely True |
I spend less than 2 hours per week managing my books. | Not True At All | Somewhat True / Work In Progress | Absolutely True |
Next
Part 4: Compliance & Documentation
Rate each statement based on how true it is for your business right now.
Be honest—this isn't about perfection. It's about clarity.
Not True At All | Somewhat True / Work In Progress | Absolutely True | |
|---|---|---|---|
My receipts and tax documents are stored in an organized way. | Not True At All | Somewhat True / Work In Progress | Absolutely True |
I have a clean, customized chart of accounts that fits my business. | Not True At All | Somewhat True / Work In Progress | Absolutely True |
I’m prepared to send accurate 1099s and tax-ready financials without scrambling. | Not True At All | Somewhat True / Work In Progress | Absolutely True |
Next
Part 5: Decision-Making Confidence
Rate each statement based on how true it is for your business right now.
Be honest—this isn't about perfection. It's about clarity.
Not True At All | Somewhat True / Work In Progress | Absolutely True | |
|---|---|---|---|
I’ve used my financials to adjust pricing or spending in the past 6 months. | Not True At All | Somewhat True / Work In Progress | Absolutely True |
I set financial goals and track progress throughout the year. | Not True At All | Somewhat True / Work In Progress | Absolutely True |
I feel confident making decisions based on my numbers—not just gut instinct. | Not True At All | Somewhat True / Work In Progress | Absolutely True |
Next
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You've Got The Drive - Now Own Your Direction
You’re naturally inclined to take charge and learn as you go. What you need is structure, tools, and a clear path to make confident financial decisions without hiring a bookkeeper (yet).
“Build your financial foundation at your own pace.”
Best for entrepreneurs who prefer learning at their own pace and want a cost-effective way to get their systems in order…
Our recommendation for you is to start The Cents Club: Essentials - a self-paced membership designed to help you build your financial foundation.
Our recommendation for you is to start The Cents Club: Essentials - a self-paced membership designed to help you build your financial foundation.
👉 Join The Cents Club: Essentials
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You're Ready For Pro Guidance - Without Going It Alone
You’ve outgrown your DIY phase but don’t need full bookkeeping just yet. What you need is expert backup to help you apply the right systems and make decisions with confidence.
“Personalized guidance to master your numbers.”
Best for business owners who want accountability, personalized feedback, and a CFO-in-your-pocket when it matters.
Our recommendation for you is to enroll in The Cents Club: Accelerator - everything in the Essentials membership (courses, community, office hours), PLUS quarterly financial reviews, system recommendations, and ongoing expert support.
“Personalized guidance to master your numbers.”
Best for business owners who want accountability, personalized feedback, and a CFO-in-your-pocket when it matters.
Our recommendation for you is to enroll in The Cents Club: Accelerator - everything in the Essentials membership (courses, community, office hours), PLUS quarterly financial reviews, system recommendations, and ongoing expert support.
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You're Done With The Mess - Time To Delegate
DIY is no longer saving you time - it’s costing you peace of mind. You’re generating consistent revenue, but you need reliable bookkeeping and actionable insights, done for you.
“Stress-free bookkeeping with actionable insights.”
Best for established businesses ready to offload bookkeeping and focus on growth…
Our recommendation for you is to apply for Accounting Services, our done-for-you monthly service that’s paired with monthly insights so you always know where you stand.
“Stress-free bookkeeping with actionable insights.”
Best for established businesses ready to offload bookkeeping and focus on growth…
Our recommendation for you is to apply for Accounting Services, our done-for-you monthly service that’s paired with monthly insights so you always know where you stand.
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👉Explore & Apply For Our Accounting Services
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