1. Are your books current and tax-ready?
2. Are all bank and credit card accounts reconciled?
3. Are there missing or uncategorized transactions?
4 . Are expenses correctly categorized?
5. Are personal expenses separated from business?
6. Are you maximizing deductible expenses?
7. Are you leaving money (or time) on the table?
8. Are you using bookkeeping software efficiently?
9. Could you be automating part of your process?