📊 Your Bookkeeping Report

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📊 Your Bookkeeping Health Report

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What Your Grade Means

A ✅

CPA-Ready

Books are fully accurate and organized. Your CPA could handle taxes easily. Keep doing what you're doing!

B ⚠️

Minor Issues

Mostly clean books, but some automation or reconciliations could be tightened. A few tweaks needed.

C ⚠️

Moderate Risk

Books need attention. Categorization errors or missing reconciliations may cause surprises. Take action soon.

D ❌

High Risk

Books are messy, behind, or incomplete. CPA prep will be difficult. Immediate fixes are recommended.

F ❌

Critical

Books are not ready for tax or decision-making. Strongly consider professional bookkeeping support now.

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