Services / Bookkeeping Health Check
Bookkeeping Health Check
A one-off review of your bookkeeping records to identify the issues affecting the accuracy and usefulness of your financial information. You get a written summary of what matters, and a clear plan for what to do next.
$495 + GST, one-off
If you are not sure whether your books can be trusted, a Bookkeeping Health Check is the fastest way to find out. It is a one-off review of your records that looks past the surface to what is actually affecting the accuracy and usefulness of your numbers, without committing you to any ongoing work.
You come away with a written summary of the key findings and the priorities to fix first, plus a meeting to talk through what it all means. Whether you act on it yourself, ask us to help, or simply want the peace of mind, the picture is clear and the decision is yours.
What the check covers
- Review of bank and key account reconciliations
- Unreconciled and unusual transactions
- Aged receivables and payables
- Chart of accounts and bookkeeping structure
- Duplicate, missing or inconsistent records
- The quality of the management information the file can produce
What you walk away with
- A written summary of the key findings
- Recommended priorities, in the order they matter
- A 45 to 60 minute meeting to discuss the results
- A clear view of what to fix first
One fixed fee, no obligation
$495 + GST
A one-off review, with the written summary and the meeting included. If further clean-up or ongoing support is required after the check, a separate fixed-fee proposal is provided before any additional work begins, so there are never any surprises.
The Bookkeeping Health Check does not include tax or BAS advice. Where registered tax or BAS agent services are required, these are provided separately through Platinum Accounting Australia, a Registered Tax Agent. See how tax support is coordinated