Free Tax-Ready Scorecard

Find out in three minutes whether your books would survive tax season.

Twelve yes-or-no questions about your records. Your score out of 100 appears immediately. Enter your email and RMF also sends you a short written read-out of your three biggest gaps and what fixes each one, reviewed personally before it goes out.

Reviewed by a person. Rowena reads every result before the read-out is sent.
No obligation. The score and read-out are yours whether or not you ever call us.
Records

Is every bank and credit-card account reconciled to its statement every month?

Is business spending fully separated from personal spending?

Can you produce a receipt or invoice for your larger purchases within a few minutes?

Compliance

Are payroll tax filings (941, DE 9) current, with none outstanding?

If you collect sales tax, is it tracked separately and filed on time every period?

Did you send 1099s to every contractor you paid $600 or more last year?

Cash and balances

Are loans, credit lines and owner draws recorded correctly, not mixed into income or expenses?

Do you know today, without looking it up for an hour, roughly what you owe and what customers owe you?

Are you setting aside money for taxes during the year, rather than finding out in April?

Reporting

Do you receive and read a profit and loss statement every month?

Does your prior-year tax return tie to your books, with no unexplained differences?

Could you hand a lender clean statements for the last two years this week?

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