Free health check
Find out how healthy your books really are
A free review of your existing books. We check 10 areas of your accounting file and tell you what’s good, what’s not and what needs immediate attention.
1
Tell us about your business
Send us a short email. It takes two minutes.
2
Give us access to your books
We’ll be in touch within one business day to arrange access to your accounting file, or the reports we need.
3
Get clear feedback
You’ll see what is working well, what needs attention and what to do about it. No obligation.
What we check
The 10-point health check
Bookkeeping problems are cheaper to fix early. We look at the areas where errors most often hide.
✓ Bank account reconciliations
✓ Credit card reconciliations
✓ Accounts receivable accuracy (what customers owe you)
✓ Accounts payable accuracy (what you owe suppliers)
✓ GST balances and reporting
✓ Uncategorised transactions
✓ Suspicious balance sheet accounts
✓ Duplicate or unusual entries
✓ Financial statement consistency
✓ Overall bookkeeping best practices
What we need from you
Access to your accounting file
To check your books, we need to see them. How you share them depends on your software.
QuickBooks Online or Xero: give us online access to your file, or send us a set of reports. Desktop software: we’ll tell you which reports to send us.
Please note: a health check done from reports only may have limited information compared with one done with access to your live file. Some items, such as reconciliations, cannot be fully checked from reports alone.
Whether you do your own books, have an employee handling them or work with another provider, a second look can show you the true state of your financial records. No obligation.