It's a high-level overview of your accounting data file to determine if there are any set-up or transactional errors. A health check also provides us with the information we need to issue you with a quote on your specific bookkeeping needs.

We advise you to never give out your login details. However, you will need to add us as an Advisor giving us full access, except control over adding new users to the file. Once the health check is completed you may remove our access (unless we are providing ongoing services).

Your information is confidential & will never be discussed with a third party without your permission.

We review the software setup, the balance sheet & the profit & loss statement including but not limited to these accounts:

• GST & PAYG
• Superannuation
• Inventory
• Clearing & Merchant Accounts
• Bank & Credit Card Accounts
• Loan Accounts
• Payables & Receivables
• Income
• Cost of Sales
• Expenses

If there are major errors detected in the file, they will be summarised for you in a report.

There are some things you may be able to do to fix yourself. Often the errors need to be amended by a trained accounting professional. We can offer this service to you.

Once the health check is completed you will be sent a report summarising the areas looked at & any findings. If you requested a quote for ongoing services you will also receive this with the report. If you haven't requested a quote, fill out our Initial Consult Form or book in a Free Initial Consult Appointment.