Tradermate, working with companies and sole traders in the trade and construction industry.

info@tradermate.co.uk

info@tradermate.co.uk

Home
Services
Pricing
About us
Knowledge Hub
Testimonials
Contact

Quick check · ~2 minutes

How healthy is your bookkeeping?

Answer 8 quick questions designed for trades and small businesses. Your Red / Amber / Green score appears automatically on completion.

1. How up-to-date are your books right now?

They’re months behind – I’m always catching up. Roughly up to date, but a bit last-minute. Fully up to date every month.

2. How do you store invoices and receipts?

Carrier bags, glove box, random photos on my phone. Some are digital, some are paper – it’s a bit mixed. Everything is captured and filed in a system or app.

3. CIS / VAT deadlines – how do you feel about them?

I’m always nervous I’ll miss something. Usually okay, but I’ve had the odd panic or late submission. Deadlines are handled on time without stress.

4. Do you know how much profit you make on each job?

Not really – I just look at what’s in the bank. I’ve got a rough idea for most jobs. Yes – I can see job-by-job profit clearly.

5. How clear is your cashflow for the next month?

I’m often surprised by what comes in/out. I can usually guess, but it’s not written down anywhere. I have a simple forecast and know what to expect.

6. Roughly how much time do you personally spend on bookkeeping each month?

More than a full day – it eats into evenings and weekends. A few hours here and there. Very little – it’s mostly handled for me.

7. How confident are you that everything is compliant with HMRC?

Honestly, I’m not sure – it worries me. I think it’s okay, but I’m not 100% certain. I’m confident everything is in order.

8. What best describes your current bookkeeping system?

Paper, spreadsheets and a lot of guesswork. Mix of software and manual work – it’s okay but clunky. Properly set up in bookkeeping software.

Answer the questions to see your live score.

Score

Email us to discuss your score Call us on 01234 567890

© 2025 Tradermate - Jargon Free Bookkeeping.

Site by ThisWebDesign

© 2025 Tradermate - Jargon Free Bookkeeping.

Site by ThisWebDesign

Home
Services
Pricing
About us
Knowledge Hub
Testimonials
Contact