
This checklist reveals the critical gaps in your financial data - and what to do about it. Take 5 minutes to answer honestly, then get your score and see where you stand.
Incomplete books mean you’re making decisions based on partial data. These questions will reveal if you’re tracking everything you should be.


If you can’t see profit by project, you can’t manage it. These questions show whether you have the visibility you need.
Missing revenue streams and unbilled expenses cost you thousands per project. These questions reveal what you might be leaving on the table.


Check your email - your checklist with scoring guide arrives instantly.
Tally your score - See where your books stand (0-5 = critical gaps, 6-10=some issues, 11-15 = strong foundation).
Get insights - I’ll send you a real case study in 3 days, plus a free consultation offer if you want to talk about cleanup.
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