Company Health Check

Company Health Check

A fresh pair of eyes on your business.

Sometimes all you need is someone to take a quick look.

Our Company Health Check is an independent review of your bookkeeping and financial records, designed to identify any obvious issues, answer your questions, and highlight quick wins that could save you time, money, or unnecessary stress.

No jargon.

No waffle.

Just honest, straightforward advice.

Who is this for?

Perfect for:

• Business owners wanting peace of mind

• New Xero users

• Businesses changing bookkeepers

• Companies that haven't reviewed their finances for a while

• Directors wanting an independent opinion

• Anyone unsure if their bookkeeping is accurate

What's Included

✔ Comprehensive review of your bookkeeping records

✔ Xero health check

✔ Bank reconciliation review

✔ Review of income and expenses

✔ VAT coding check

✔ Review of your Profit & Loss

✔ Identification of any obvious bookkeeping errors

✔ Recommendations for quick improvements

✔ Dedicated time to ask questions

✔ Straightforward advice in plain English

What Happens Next?

We'll spend dedicated time reviewing your records together, identifying anything that stands out and answering any questions you may have.

If we spot any obvious issues or opportunities for improvement, we'll explain them clearly and recommend the best way forward.

Sometimes everything will look great. Sometimes we'll identify simple changes that could save you time, improve your bookkeeping, or help your business run more efficiently.

How Our Health Check Works

We carry out a complete initial scoping review of your records with no hidden costs and zero obligation to use any of our ongoing services afterwards. We agree on a clear, fixed quote upfront based on the size and complexity of your bookkeeping setup.

Need a Second Opinion?

If something doesn't quite feel right, or you'd simply like reassurance that everything is on track, our Company Health Check is the perfect place to start.

Get in touch today to request your Company Health Check.