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Free Download

The 10-Minute Stress Test for Your Books

Download a fast, honest worksheet to spot bookkeeping bottlenecks, tax-time surprises, and where chaos is creeping in—then follow a simple action plan.

⏱️ ~10 minutes 📄 PDF download 🔒 No spam
Identify hidden stressors (reconciliations, overdue cleanups, payroll sync issues).
See how close you are to tax-ready—and what’s missing.
Get a simple action list you can tackle (or hand to us).
Cross-links to helpful tools across AdminBooks.
How it works
1

Download the worksheet

Answer quick “yes” or “no” questions covering the biggest bookkeeping stress points.

2

Check your score

Tally up your points to see how healthy your books really are.

3

Take your next step

Use our resources below—or connect with us if you’d like help cleaning things up.

What you’ll get (PDF)

Quick Scorecard

See your bookkeeping stress level in minutes.

Action Checklist

Know exactly what needs attention next.

Tax-Ready Review

Make sure you’re prepared before year-end sneaks up.

Helpful Links

Access our calculators, checklists, and planning tools.

Who it’s for
  • Owners who want clean, decision-ready books.
  • Teams preparing for tax season without last-minute panic.
  • Folks switching to QBO or cleaning up inherited files.
  • Real estate brokers, service businesses, and growth-minded operators.
  • Not ideal for restaurants, Shopify stores, or heavy job-costing businesses.
  • If you prefer a “set it and forget it” approach, this isn’t for you—it’s for those ready to take charge.
Helpful resources
Calculator

Quarterly Tax Calculator

Estimate what to pay this quarter—no guesswork.

Open calculator →
Guide

Know What You Owe

Short guide to estimate your total tax liability with clarity.

View the guide →
Checklist

Clean Books Checklist

A tidy, step-by-step path to year-end ready.

Get the checklist →
Service

Tax Planning Services

Go beyond estimating—plan proactively with an expert.

Explore services →
FAQs
Is the Stress Test really 10 minutes?
Yes—most folks finish in about 8–12 minutes. You’ll see your results right away.
Do I need QuickBooks Online?
It helps, but you’ll still benefit if you’re using another system. The questions reveal universal stress points.
Will you try to sell me something?
No hard sell—just helpful insight. If you’d like support after completing it, you can schedule a call with us.

Ready to grab the 10-Minute Stress Test?

Download it now, then use our resources—or book a consultation if you’d like extra help.

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