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- The Ultimate Financial Ratios Cheat Sheet For Small Business Success
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Home
About
Services
Pricing
Resources
- The Ultimate Financial Ratios Cheat Sheet For Small Business Success
- The 5 W’s of Onboarding with Ledgerment
Contact
- Discovery Call

Assess Your Ledger Health

Take our free Ledger Health Check for a quick, personalized snapshot of your business’s financial health.

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Step 1 of 7

14%

How do you manage your bookkeeping?*

I have a professional managing it, and my records are always up to date.

I handle it, but it’s inconsistent and stressful.

I have a staff member handle it, but I'm not 100% confident in them.

I don’t keep up with it, and it’s often a mess at tax time.

How much time per month do you personally spend on bookkeeping, tax preparation, or financial management?*

Less than 2 hours—it’s all handled efficiently.

3-10 hours—it’s manageable, but a distraction.

More than 10 hours—I’m spending too much time on this.

How accurate and up-to-date are your financial records?*

Always accurate and updated regularly.

A little behind, but I have a general sense of where things stand.

Incomplete or outdated—I don’t fully trust my numbers.

Do you use financial reports (profit & loss, cash flow, etc.) to make business decisions?*

Yes, I review them regularly and rely on them for decision-making.

Sometimes, but I don’t fully understand them.

No, I mostly rely on my bank account balance (and my gut).

How often do you struggle to cover payroll, vendor payments, or other business expenses?*

Never—I have strong cash flow.

Occasionally—I manage, but it’s stressful at times.

Frequently—I often don’t know if I’ll have enough cash to cover expenses.

How often do you hear from your accountant without having to reach out first?*

Regularly, with proactive updates and advice.

Occasionally, but only when I ask a direct question.

Rarely or never—I have to chase them down for answers.

When you contact your accountant, how quickly do they respond?*

Within 24-48 hours with clear, helpful information.

Within a week, but I usually have to follow up.

It takes multiple attempts, or I don’t hear back at all.

Do you trust that your accountant understands your business and proactively helps you make better financial decisions?*

Yes, they provide strategic guidance that aligns with my business goals.

Somewhat—they handle my taxes but don’t offer much beyond that.

No, I don’t feel like they have a clear understanding of my business.

Do you experience unexpected tax bills or refunds?*

No, I always know what to expect and plan accordingly.

Occasionally, but I’m generally aware of where I stand.

Yes, I’m constantly caught off guard at tax time.

Does your accountant help you reduce your tax liability through proactive planning?*

Yes, they work with me throughout the year to minimize my tax burden.

Somewhat... They offer some tax-saving tips, but only at tax time.

No, I don’t feel like I have a strategy in place to lower my taxes.

Do you know what you will owe in taxes before tax season arrives?*

Yes, my accountant helps me project and plan for it.

I have a rough idea, but I don’t track it closely.

No, I usually find out at the last minute and scramble to come up with the money.

Has your business outgrown its current accounting processes?*

No, my financial systems are well-structured and scalable.

Somewhat—I’m keeping up, but it’s getting harder.

Yes, I feel like my financial management isn’t keeping pace with my growth.

Have you delayed making key business decisions (hiring, expansion, investments) because you weren’t sure about the financial impact?*

No, I have clarity and confidence in my financial data.

Occasionally, but I eventually figure it out.

Yes, I often hesitate because I don’t fully trust my numbers.

Have you considered outsourcing your bookkeeping or accounting?*

No, my current setup works well.

I’ve thought about it but haven’t made the decision yet.

Yes, I know I need help before things become unmanageable.

Enter your details below to view your complete results.

Name*

First Last

Email*

Phone*

Business Name*

Business City/State*

Year in Business*

Number of Employees*

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Number

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0-45

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46-75

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76-99

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100

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Home
About
Services
Pricing

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About
Services
Pricing

Home
About
Services
Pricing

Home
About
Services
Pricing

Resources

Ultimate Financial Ratios Cheat Sheet
Contact

Ultimate Financial Ratios Cheat Sheet
Contact

Ultimate Financial Ratios Cheat Sheet
Contact

Ultimate Financial Ratios Cheat Sheet
Contact

Ultimate Financial Ratios Cheat Sheet
Contact

Ultimate Financial Ratios Cheat Sheet
Contact

Get In Touch

(936) 703-0115
info@ledgerment.com
Greater Houston Area | Texas

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