Signs Your Books Need a Cleanup

If several of these sound familiar—or you're simply not confident your financial reports are accurate—it may be time to take a closer look at your books.

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You're not sure your bank balance and your accounting software actually agree
Transactions are sitting in an "Uncategorized" or "Ask My Accountant" bucket
You've noticed the same transaction entered twice
You judge how the business is doing by your bank balance, not your financial reports
Invoices have gone unpaid for months and nobody's followed up
Your Profit & Loss Statement doesn't match what you feel is happening in the business
You dread tax season because you know the books aren't ready
It's been months (or longer) since you actually reconciled an account
You've switched bookkeepers, software, or systems and things got messy in the handoff
You genuinely don't know if last month was profitable

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