Small Business Bookkeeping Financial Health Score™ Assessment Tool | Sede Bookkeeping Services
SMALL BUSINESS BOOKKEEPING FINANCIAL HEALTH SCORE™

Are Your Business Books Ready for Growth?

You may be busy serving customers and running the business. But can you quickly tell what you're earning, spending, owing and keeping?

Canadian Small Business20+ Years ExperienceQuickBooks OnlineCRA & HST Experience
What should your bookkeeping help you see?
Bank Accounts
Reconciled
Income
Accurate Sales
Expenses
Organized
Cash Flow
Visible
GST/HST
Supported
Reports
Decision Ready
THE SMALL BUSINESS BOOKKEEPING REALITY

Running the Business Is Hard Enough. Your Books Shouldn't Add to It.

Small business owners often wear every hat. When bookkeeping falls behind, it can become harder to see cash flow, profitability, taxes and what the business can actually afford.

01
Bank Reconciliations Fall Behind

Unreconciled bank and credit-card accounts can make it difficult to trust the numbers in your accounting system.

02
Expenses Get Misclassified

When expenses are rushed or lumped into broad categories, your profit-and-loss report may not tell the full story.

03
Cash Flow Feels Unclear

A profitable month does not always mean cash is available. Owners need a current view of money coming in and going out.

04
GST/HST Becomes Stressful

Accurate sales, purchase and tax records help support GST/HST reporting and input tax credit claims.

05
Receivables Get Forgotten

Invoices can remain outstanding while the owner is busy delivering work, making it harder to see what customers still owe.

06
Payroll & Contractor Records

As you add people, payroll deductions, contractor payments and supporting records need consistent organization.

07
Receipts & Source Documents

Missing receipts and scattered records can make year-end preparation and CRA support more difficult.

08
Reports Arrive Too Late

If your financial statements are always prepared after the fact, they are harder to use for timely business decisions.

WHAT YOUR SCORE MEASURES

Eight Areas That Can Affect Your Small Business Financial Clarity

This assessment looks at whether your bookkeeping gives you a current, organized picture of the business—not simply whether transactions have been entered.

01

Bank Reconciliations

Are bank and credit-card accounts reconciled and current?

02

Income Tracking

Can you confidently see and categorize your business income?

03

Expense Organization

Are business expenses categorized clearly enough to understand spending?

04

Cash Flow Visibility

Can you see where your cash is going and what is coming next?

05

GST/HST Records

Are your sales, purchases and tax records organized for reporting?

06

Receivables & Payables

Do you know who owes you and what your business owes?

07

Payroll & Records

Are payroll, contractor and source documents properly organized?

08

Financial Reporting

Can you get useful profit-and-loss and financial information when needed?

YOUR FREE ASSESSMENT

Discover Your Small Business Bookkeeping Financial Health Score™

Answer 8 quick questions about your current bookkeeping. Your answers generate a score from 0–100 and highlight areas that may deserve attention.

FINANCIAL HEALTH ASSESSMENT
Question 1 of 8
YOUR RESULTS
0
OUT OF 100

Areas That May Need Attention

UNDERSTAND YOUR SCORE

What Does Your Score Mean?

Your score is a diagnostic starting point—not an audit or formal accounting opinion. It helps identify areas where your bookkeeping process may deserve a closer look.

0–39

HIGH PRIORITY FOR IMPROVEMENT

Important bookkeeping gaps may be affecting financial visibility and day-to-day decisions.

40–59

NEEDS ATTENTION

Your bookkeeping foundation may have operational gaps that deserve attention.

60–79

SOLID FOUNDATION

You have a stronger foundation, with opportunities to improve consistency and reporting.

80–100

STRONG FINANCIAL READINESS

Your answers indicate stronger organization, visibility and bookkeeping readiness.

WHY SEDE BOOKKEEPING SERVICES

Your Books Should Help You Run Your Business.

You started your business to serve customers and create value—not to spend every evening catching up on bookkeeping.

Sede Bookkeeping Services brings more than 20 years of bookkeeping experience together with financial insight designed to help business owners understand their numbers and make informed decisions.

TALK ABOUT YOUR BOOKS →
✓
20+ Years of Bookkeeping ExperiencePractical bookkeeping experience supporting small businesses and growing organizations.
✓
QuickBooks Online ExpertiseOrganized books designed to give you clearer and more useful financial information.
✓
Canadian Bookkeeping KnowledgeExperience with Canadian bookkeeping, GST/HST, payroll and CRA-related record keeping.
✓
Cleanup & Catch-Up BookkeepingHelp bringing disorganized or behind bookkeeping back to a usable starting point.
✓
Financial InsightThe goal is not just clean books—it is clearer information for better business decisions.
READY TO GET CLEARER ABOUT YOUR NUMBERS?

Stop Guessing. Start Understanding Your Business Finances.

Take the free Small Business Bookkeeping Financial Health Score™ assessment and discover where your bookkeeping may need attention.