Start here · Free assessment

How CLEAR Is Your Business?

Take the CLEAR Financial Assessment and find out where your accounting is helping your business—and where it may be holding you back.

  • 20 quick statements
  • 5 areas scored
  • ~5 minutes
  • 1 CLEAR Score out of 100
CCleanCan you trust your current numbers?

All bank and credit-card accounts are reconciled through last month.

I’m confident there are no major errors or piles of uncategorized transactions in the books.

Our bookkeeping is current—no more than a month behind.

Balance-sheet accounts (loans, payables, receivables) reflect reality.

LLayoutIs your financial information properly organized?

Our chart of accounts is simple and makes sense for the business.

Receipts, statements, and financial documents live in one organized place.

It’s clear who is responsible for each accounting task.

I can find any financial report or document I need in minutes.

EEstablishDo you have repeatable accounting processes?

We close the books on a consistent schedule every month.

Bills, invoices, and payroll follow a documented, repeatable process.

Accounting doesn’t fall apart when one person is out.

There are basic controls (approvals, separation of duties) over money going out.

AAnalyzeDo you understand what your financial information is telling you?

I receive a P&L and balance sheet every month.

I understand what my financial reports are telling me.

I know my margins and which products, services, or customers drive profit.

I make decisions from financial reports, not just the bank balance.

RReinforceAre your accounting systems consistently maintained and improved?

Someone reviews the books regularly to catch problems early.

We compare results against goals or a budget.

Our accounting processes are reviewed and improved as the business grows.

I have a trusted person to ask when financial questions come up.