Accounting Pro Toolkit
A complete toolkit for established accounting firms, including an annual services agreement and an in-depth bookkeeping and internal-controls assessment
Get started with PocperA complete toolkit for established accounting firms, including an annual services agreement and an in-depth bookkeeping and internal-controls assessment
Get started with PocperThis assessment helps us understand how your books and financial processes work today, so we can prioritize what to fix first and tailor our services to your business. Answer as honestly as you can — there are no wrong answers, and everything you share stays confidential.
Business name:
Fiscal year end (month/day):
Accounting software you use (if any):
Entity type:
Sole proprietor / single-member LLC
Partnership / multi-member LLC
S-Corporation or C-Corporation
Non-profit / other
Who keeps your books today?
I do it myself
An employee or family member
An outside bookkeeper or accountant
Honestly, no one right now
Rate each area from 1 (needs urgent attention) to 5 (fully under control), and add a note if helpful:
Area | Rating (1–5) | Notes |
|---|---|---|
Bank & credit card reconciliations | ||
Invoicing & accounts receivable | ||
Bills & accounts payable | ||
Receipt & expense documentation | ||
Payroll records | ||
Sales tax tracking & filings |
How far behind are your books right now (months, if any)?
Check every practice that is currently in place in your business:
Business and personal bank accounts are fully separated
Payments above a set threshold require a second approval
Someone reviews the financial statements at least monthly
Financial records are backed up automatically
Access to banking and accounting credentials is limited to named people
The person recording transactions is not the only one who can move money
What are the biggest challenges or worries in how your finances are handled today?
Which tasks would you most like to hand over to us?
What are your financial goals for the next 12 months (growth, financing, selling, cleaner books)?
List up to three things you want to improve first, with a realistic target date for each:
Priority | What you want to improve | Target date |
|---|---|---|
1 | ||
2 | ||
3 |
The answers above reflect how my business actually operates today, to the best of my knowledge.
I understand this assessment is used to plan our work together and is not an audit or assurance opinion.
Completed by (printed name):
Date:
Thank you — we will review your assessment and walk through the action plan together at our next meeting.
The Bookkeeping & Internal Controls Self-Assessment template is a ready-to-use form from Pocper's Accounting Pro Toolkit pack. Customize the fields to match your workflow, then share a link so clients can complete it and upload documents in real time.