Curated News
By: NewsRamp Editorial Staff
January 21, 2026
CPA's Free 15-Minute Checklist Helps Prevent Costly Financial Mistakes
TLDR
- Armik Aghakhani's free 15-minute checklist helps you identify financial gaps early, potentially saving thousands in future costs and giving you an organizational edge.
- The checklist is a step-by-step guide where users answer yes/no questions in 15 minutes to systematically assess and organize personal and financial records.
- This resource promotes financial clarity and organization, helping individuals avoid stress and build security, creating a more stable foundation for themselves and their families.
- A free 15-minute checklist from a CPA helps you spot overlooked financial details, inspired by the creator's work supporting autism programs and community initiatives.
Impact - Why it Matters
This news matters because financial disorganization has real, measurable costs that affect millions of people. The statistics cited—$2,500–$5,000 in cumulative costs from errors, over 60% of people relying on incomplete records, and nearly one-third only discovering issues when it's too late—highlight a widespread problem that impacts household budgets, stress levels, and financial security. In an era of increasing financial complexity, tools that simplify organization and promote proactive management are valuable for preventing small oversights from becoming major crises. The checklist's connection to community initiatives addressing real needs like autism support demonstrates how practical financial tools can extend beyond individual benefit to broader social impact.
Summary
Armik Aghakhani, CPA and Managing Partner of Beverly Hills-based accounting firm Chartered International LLP, has launched a free resource called "The 15-Minute Personal Self-Check" to help individuals quickly organize their financial and personal records. This simple checklist, available at no cost, is designed to help users identify gaps, overlooked details, and potential issues in just 15 minutes, preventing small problems from escalating into costly complications. Aghakhani emphasizes that clarity begins with asking the right questions, and his approach is shaped by decades of professional experience working with individuals, families, and businesses on accounting, audits, and tax matters.
The checklist addresses common organizational mistakes people make, such as relying on outdated information, storing documents across too many platforms, avoiding confusing areas, and waiting until problems become urgent. Industry data reveals significant consequences of disorganization: individuals can incur $2,500–$5,000 in cumulative costs from errors and delays, over 60% rely on incomplete records, and nearly one in three only identify issues after receiving official notices. Aghakhani's charitable involvement with organizations like the First Church of the Nazarene of Pasadena (PazNaz) and the Armenian Christian Outreach of PazNaz (ACOP) has informed his community-focused approach, particularly through initiatives like "Race for a Cause" that raised funds for inclusive programs.
Inspired by his long-term impact work, including supporting the creation of the first sensory classroom for children with autism at a local Armenian school, Aghakhani developed this practical tool to help users assess what they know, what they don't, and what needs follow-up. The guide requires just 15 uninterrupted minutes to complete, with users answering yes/no/unsure questions and highlighting unclear areas for future reference. Aghakhani believes integrity is demonstrated through actions, not slogans, and this resource reflects his commitment to helping people think clearly and protect what matters most in their financial and personal lives.
Source Statement
This curated news summary relied on content disributed by 24-7 Press Release. Read the original source here, CPA's Free 15-Minute Checklist Helps Prevent Costly Financial Mistakes
