Do your numbers tell you the whole story?
Most small business owners have a gut feeling something is off with their numbers — but can’t pinpoint where. This free worksheet helps you identify the warning signs across four key areas, so you know what to look at first.
- 4 diagnostic checks covering the most common financial warning signs
- A scoring system that shows you where the risk is highest
- A priority grid so you know what deserves attention first
- Takes 30–45 minutes. No accounting background required.
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Profit Leak Audit Worksheet
No spam. No fluff. Just your worksheet.
Four areas where small business finances quietly go off track
The worksheet walks you through each area with honest diagnostic questions — so you can see where your books may be hiding problems you haven’t spotted yet.
Revenue & Billing Check
Is every completed job making it onto an invoice — and into your books? Unrecorded revenue is more common than most owners realize.
Revenue accuracyExpense Accuracy Check
Are your expenses categorized correctly? Miscategorized or uncategorized transactions distort your profit picture and can affect your taxes.
Book accuracyExpenses & Overhead Check
Are recurring costs reflected accurately in your books? Overhead that isn’t tracked properly makes it impossible to know your real margins.
Cost clarityCash Flow Check
Does your P&L match what’s actually in your bank? A gap between the two usually points to reconciliation issues or misposted transactions.
Cash clarityFind the leak. Then let’s fix it together.
Download & complete the worksheet
Work through the four diagnostic checks at your own pace. No accounting expertise needed — just honesty about your business.
Takes 30–45 minScore your leaks & see the priority grid
The worksheet includes a scoring system and a 2×2 priority grid so you know which leaks are urgent and which can wait.
Instant clarityGo deeper with a free Profit Leak Check
Ready to find out what’s really going on in your books? Our free Profit Leak Check reviews your actual financials and tells you what we find.
No obligationTrusted by small business owners for over a decade
AdminBooks has been an essential part of my business for well over a decade. Their friendly, helpful service and deep tax knowledge is an invaluable resource. Highly recommend for bookkeeping and tax services!
Looking for ongoing support?
The worksheet and Profit Leak Check are just the beginning. AdminBooks provides bookkeeping, tax preparation, and financial reporting for small businesses — so your numbers are always accurate, current, and working for you.