You started your business to do what you love, not to spend your evenings sorting receipts and second-guessing spreadsheets. Whether you're just getting started or growing fast, you deserve to know where your finances actually stand, without feeling judged for not having it all figured out. That's where I come in. Answer 13 quick statements and in about 3 minutes you'll see exactly where your books stand and what to focus on first.
No shame, just clarity. Your results are scored instantly.
What You'll Discover
In about 3 minutes, you'll work through this interactive self-audit so you can quickly identify the gaps in your bookkeeping and know exactly what to fix first.
Jen Bailey
Founder, Ontra Accounting
About Me
I'm a seasoned accounting professional with over 21 years of hands-on experience supporting businesses at every stage of growth, from small startups to rapidly scaling companies. I hold a Bachelor's degree in Business Management with a minor in Accounting, and my background spans the full accounting cycle: accounts receivable, accounts payable, payroll, bank and balance sheet reconciliations, financial reviews, audits, and both cash- and accrual-based accounting. For the last three years I've served as a Controller, partnering closely with leadership to bring clarity, structure, and confidence to financial decision-making.
I'm a Certified QuickBooks ProAdvisor and I work primarily with small businesses, service-based companies, startups, and busy owners who hate bookkeeping or simply don't have the time to manage it properly. I believe bookkeeping should feel supportive, not intimidating, and that you should never be left guessing about your finances. My goal is to be more than just a bookkeeper: a trusted financial partner who brings clarity, consistency, and peace of mind.
With this free self-audit, you'll be able to identify the gaps in your bookkeeping so you know exactly what to fix first - with clarity, not shame.