CPA Readiness Review
Find out if your records are reviewable without reconstruction—before you send them to a CPA.
What it is
A readiness check that identifies what will slow down (or block) tax prep and professional review.
What you get
- A readiness rating: Ready / Nearly Ready / Not Ready / High Risk
- A short list of specific blockers to fix first
- A Notion “hub” to gather links, notes, and exceptions in one place
Who it’s for
Anyone preparing for tax filing, financing, or CPA review.
Not for
A substitute for a CPA or tax advice.
Note: This tool is intended for educational and organizational purposes only. It does not constitute financial, legal, or tax advice. Consult with qualified professionals for guidance specific to your situation.