Can You Trust the Numbers Managing Your Business?

Take our free, 60-second financial health check to identify compliance gaps, internal control risks, and bookkeeping bottlenecks before tax season.

No accounting knowledge required

Check the financial foundation.

Choose the answer closest to your situation. Six readiness questions identify gaps; your current bookkeeping support and primary goal personalize the next step.

1. How often are your bank and credit-card accounts reconciled?

Every month Quarterly or less often Behind / not sure

2. Do vendor payments over $1,000 receive a separate approval?

Yes, consistently Sometimes No / not sure

3. How confident are you in your cash flow projections?

Confident: we maintain an updated forecast We rely on bank balances We do not forecast / not sure

4. Have you received unexpected CPA cleanup bills?

No Yes Not sure what was charged

5. Do you review AP and AR aging every month?

Yes Sometimes No / not sure

6. Could you provide supported, audit-ready financial statements when requested?

Yes, promptly Only after extra cleanup No / not sure

7. Who currently handles your bookkeeping?

8. What is your primary growth or fix goal for the next 12 months?

Clean up books and prepare for year-end Protect cash and strengthen controls Obtain financing / meet bank covenants Improve cash flow, margins, or growth planning

Can You Trust the Numbers Managing Your Business?

Check the financial foundation.

Recommended starting point:

15-Minute Financial Clarity Call

Executive Financial Review

Send the result to Roma Financials for a personal recommendation.