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# Get an Instant, Free Health Check for your Books

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## Current Rating

- **B**

## Estimated Time to Increase Your Score to an A-Level

| Category                  | Time   |
|---------------------------|--------|
| Profit & Loss             | 6 days |
| Balance Sheet             | 21 days|
| Cash Flow                 | 14 days|
| Chart of Accounts         | 30 days|

## Profit & Loss Review

- **PASS**: Revenue accounts are positive  
All of your revenue accounts are zero or positive, which is the direction you’d like revenue to go.

- **REVIEW**: Expense accounts are positive  
All of your revenue accounts are zero or positive, which is expected.

- **NEEDS ATTENTION**: COGS accounts are positive  
If you have a Cost of Goods Sold account, it is zero or positive which is expected.

- **PASS**: COGS never exceeds revenue  
If the books are being done correctly, in a healthy business, your COGS should never be greater than your revenue - which isn’t.

### Performance Ratings

| Category            | Rating |
|---------------------|--------|
| Profit & Loss       | 3/4    |
| Balance Sheet       | 3/5    |
| Cash Flow           | 2/5    |
| Chart of Accounts   | 1/5    |

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### Areas of Expertise

- Bookkeeping  
- Accrual Basis  
- Journal Entries  
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- Complex Reconciliations  
- Intercompany Transactions  
- AP/AR Management  
- Inventory Management  
- Payroll Processing  
- Fixed Asset Management  
- Lease Accounting  
- Month End Close  
- Revenue Recognition  
- ERP Implementation & Optimization  
- FP&A / CFO  
- Budgeting & Forecasting  
- Strategic Planning  
- Working Capital  
- Treasury Management  
- Expense Management  
- KPI Development  
- Cash Flow Analysis  
- Pricing Strategy  
- Competition Analysis  
- Due Diligence  
- Benchmarking  
- Industry Analysis  
- Market Research  
- Capital Planning  
- Debt & Equity Financing  
- M&A Analysis  
- Investor Reporting

### Tax Services

- Federal/State Income Tax Returns (Form 1120)  
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- Withholding Tax Filings (1099)  
- Property Tax Filings  
- Excise Tax Returns  
- International Tax Filings & Reporting  
- R&D Credits  
- Nexus Analysis  
- Corporate Structures & Reorganizations

### Advisory Services

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