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XBS Accounting & Tax Services
FREE INTERACTIVE ASSESSMENT / 3–5 MINUTES

Accounting Health Check

How well is your accounting supporting your business? Answer 15 practical questions and receive a personalized snapshot of strengths and improvement opportunities.

No account or email required. This is an educational self-assessment, not an audit or tax opinion.

YOUR ASSESSMENT

Know where you stand.

Choose the answer closest to your current process. Results appear immediately and remain private unless you choose to share them with XBS.

AREA 1 OF 5

Bookkeeping accuracy

1. How consistently are your bank and credit card accounts reconciled?
2. How current are your bookkeeping records?
3. How confident are you in the accuracy of your accounting balances?
AREA 2 OF 5

Reporting and cash flow

4. How often do you review financial statements?
5. Can you see your cash position and near-term obligations?
6. How quickly can you get useful profit and loss information?
AREA 3 OF 5

Tax and payroll readiness

7. Are your tax records organized throughout the year?
8. How consistently are payroll changes and approvals documented?
9. Do you track tax and filing obligations that apply to your business?
AREA 4 OF 5

Systems and workflows

10. How much of your accounting work requires repeat manual entry?
11. How organized is the flow of receipts, invoices and approvals?
12. Are your accounting tools connected and used consistently?
AREA 5 OF 5

Oversight and growth readiness

13. Can key accounting tasks continue when the owner is unavailable?
14. Do you use financial results to make pricing or operating decisions?
15. Is there a clear plan for accounting support as your business grows?

All 15 questions are required. You can adjust answers and calculate again.

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Resources & Tools

Learn about bookkeeping, tax readiness, reporting, and better systems.

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