Your profit may look fine while cash disappears, receivables age, debt is misstated, and important decisions are being made from numbers that cannot be trusted.
- See whether your books are truly decision-ready
- Identify where financial risk may be hiding
- Know what to fix first—without accountant-speak
Built for owner-led, growing businesses using QuickBooks.
Get the free Financial Health Check
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Clean-looking reports can still hide expensive problems.
This is not a bookkeeping quiz. It is a quick test of whether your financial information is strong enough to run the business.
Cash & Reconciliations
Are the bank balances real, current, and reconciled—or is cash visibility already compromised?
Revenue & Receivables
Can you prove what customers owe, what revenue is recurring, and what may never be collected?
Expenses & Payables
Do the books show the full cost of operating, unpaid obligations, and where profit may be overstated?
Balance Sheet & Debt
Are loans, owner activity, assets, and liabilities recorded correctly enough to support financing or growth?
Tax & Compliance
Do payroll tax, sales tax, contractor records, and notices agree to what the books claim?
Decision-Ready Reporting
Can the owner confidently use the numbers to price, hire, invest, and plan cash?
If the check exposes a problem, we do not guess.
Neat Finances’ $1,500 Financial Diagnostic analyzes the books, validates the failures, quantifies the exposure, and gives you a clear 30/60/90-day recovery plan.
You do not need perfect books. You need numbers you can trust.
Download the check, score only what you can prove, and let the result tell you whether your current financial system is helping—or quietly hurting—the business.