Quick Assessment
Time & Distraction
I spend more than 5 hours/month on bookkeeping.
Bookkeeping tasks interrupt my actual work.
I push bookkeeping off until it’s urgent.
Errors & Risk
I’ve missed deductions or tax deadlines before.
I’m not 100% confident my books are accurate.
I’m nervous about an audit or review.
Growth Bottlenecks
I don’t review my financials monthly.
I avoid hiring or investing because I’m unsure of cash flow.
I feel behind on tax prep or planning.
Your Score:
0–2 checks: You’re doing okay (for now).
3–5 checks: DIY is costing you in hidden ways.
6+ checks: Let’s talk — your books may be holding your business back.
Not sure how to fix it? Let’s chat.
We’ll help you get your time back and your books in order.
Visit www.jcl-accountingsvcs.com or email [email protected]