Bookkeeping Health Check

Answer based on the last three completed months. For annual activities, use the most recent completed cycle.

Yes, consistently 100

The process is in place and you can verify it.

Partly or inconsistently 50

It happens, but there are gaps, delays, or exceptions.

No 0

The process is missing or not working.

Not sure 0

You cannot verify the process. This is not proof of an error.

Not applicable Excluded

The activity genuinely does not apply. A reason is required.

100 is the ideal score. Each section averages its applicable answers. The final result is a risk-weighted average of the unrounded section scores, rounded once to a whole number out of 100.

Base weights: accuracy 15%, visibility 15%, methods 10%, costing 15%, inventory/assets 10%, billing 5%, suppliers 5%, payroll/tax 10%, controls 10%, and capacity 5%. Wholly inapplicable sections are excluded and the remaining weights are rescaled.

Screening bands: 81–100 established foundation; 61–80 targeted improvements; 41–60 structured support review; 0–40 diagnostic review first. Sections at 50 or below need follow-up. Priority flags override a reassuring overall result.

These are proposed weights and screening bands, not validated benchmarks or an audit opinion. Answers stay in this open page until you request email delivery. Closing or refreshing clears the unsent assessment.

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