Free Record Self-Checks

Find Your Next Step.

Not sure whether your records need professional help? Choose a check, answer five questions, and get practical next steps right here.

No email required. No call required. No records to upload.

Interactive results require JavaScript. You can still review the questions below and use our free checklists or contact Bugaboo.

Do My Books Need Cleanup?

Five questions to help you spot gaps in your bookkeeping and decide what to gather next.

1. Are any bank or credit card accounts behind on reconciliation?
2. Do any QuickBooks balances differ from your statements without a clear explanation?
3. Are there unexplained loan, payroll tax, or other liability balances?
4. Are transactions or accounts missing or duplicated?
5. Has your tax preparer requested bookkeeping corrections that are still unresolved?

Do My Crypto Records Need Reconciliation?

Five questions to help you spot missing history and inconsistencies before relying on a crypto tax report.

1. Are any wallets, exchanges, or years of transaction history missing?
2. Are transfers between your own accounts showing as sales or unexplained deposits?
3. Are imports duplicated or transactions missing?
4. Does your software report missing cost basis or purchases you cannot support?
5. Do software balances differ from your actual holdings without an explanation?

This self-check uses only your answers. We have not inspected your records. It is not a diagnosis, verification of accuracy, or tax advice. A paid Bookkeeping Diagnostic or Crypto Tax Diagnostic includes a separate review and written findings report. Cleanup and reconciliation work are scoped separately.

Bookkeeping for Washington businesses. Crypto reconciliation for investors nationwide.