BookkeepingJune 12, 2026 · 4 min read

How Healthy Are Your Books? A 2-Minute Checkup for Business Owners

Just like an annual physical, a quick checkup on your books can catch small issues before they turn into expensive emergencies.

Lisa Brizendine
Founder, Briz Bookkeepers · QuickBooks ProAdvisor

The 2-Minute Books Checkup

20 quick statements · 4 vital signs · 1 clear picture of your business

Just like an annual physical, a quick checkup on your books can reveal small issues before they become expensive emergencies. Be honest — there are no wrong answers, only clarity.

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Start the checkup

Check the statements that sound like you 👆 and your result will appear here.

Vital sign 01

Financial Accuracy

I am not confident my financial reports are accurate.
I am unsure whether all income and expenses are categorized correctly.
I don't know my current profit margin.
I am not sure my bank and credit card accounts are fully reconciled.
I would struggle to provide clean financial reports if requested today.

Vital sign 02

Organization & Efficiency

I spend too much time dealing with bookkeeping tasks.
My receipts and supporting documents are difficult to locate.
Tax season feels stressful or disorganized.
I frequently postpone bookkeeping because other priorities take over.
My bookkeeping processes are inconsistent from month to month.

Vital sign 03

Confidence & Peace of Mind

Financial concerns keep me awake at night.
I worry about making mistakes in my books.
I feel overwhelmed when thinking about my business finances.
Financial stress sometimes distracts me from serving my customers.
I wish I had a trusted bookkeeping professional I could call when questions arise.

Vital sign 04

Growth & Decision Making

I don't know which products, services, or jobs are most profitable.
I would like better financial information to help me make business decisions.
I am unsure whether my business is financially prepared for growth.
I want my bookkeeping to help me plan for the future, not just record the past.
I would like greater clarity about the financial health of my business.

Just like an annual health checkup can identify problems before they become emergencies, a bookkeeping review can catch financial issues before they impact your business.

Schedule a Diagnostic Review

I help business owners gain clarity and confidence in their finances — so they can focus on growing their business instead of worrying about their books.

Book my Diagnostic Review →Prefer to start free? Take the Free Financial Health Check

260-212-4900·lisab@brizbookkeepers.com·brizbookkeepers.com

Lisa Brizendine

Founder, Briz Bookkeepers · QuickBooks ProAdvisor

Lisa spent 33 years as an ICU, trauma, and ER nurse before bringing that same calm, diagnostic care to business finances. She helps service-based business owners turn anxious, messy books into clear, reliable numbers — Fort Wayne based, serving clients virtually across the US.

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Lisa Brizendine

Founder, Briz Bookkeepers · QuickBooks ProAdvisor

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