What it scores
Answer a few questions about categories, receipts, invoices, imports, and advisor notes to get a practical cleanup score.
Scorecard
Bookkeeping cleanup scorecard
Turn scattered bookkeeping cleanup into a short priority list.
Use this scorecard before month-end, tax prep, or a bookkeeper handoff so the obvious cleanup work is visible first.
At a glance
Cleanup work gets expensive when every issue feels equally urgent. A scorecard helps separate critical record gaps from lower-risk polish.
When to use it
Use it before month-end, tax prep, or a bookkeeper handoff when the books feel messy but the next step is unclear.
What to do next
Handle critical gaps first, then use LedgerLumen to keep recurring cleanup signals visible during normal work.
Free tools
Use the tool that matches today's record problem.
Scorecard
Bookkeeping cleanup scorecard
Use this scorecard before month-end, tax prep, or a bookkeeper handoff so the obvious cleanup work is visible first.
- Score the cleanup state of the books
- Separate urgent cleanup from lower-risk polish
- Keep tax questions separate from record organization
Trust and fit
Built for the owner who still has to answer the money questions.
- Runs in the browser for this no-login tool
- Prioritizes record organization work
- Keeps professional tax questions separate from cleanup tasks
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