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Bookkeeping Health Check (One-time Service)

$149.00

Not sure if your books are accurate — or just “good enough”?
The Bookkeeping Health Check is a one-time review designed to give you clarity, catch issues early, and help you understand where things stand before small problems become big ones.

This service is ideal if you:

  • Manage your own bookkeeping but want a professional review

  • Feel unsure about your numbers or reports

  • Are behind or considering retroactive bookkeeping

  • Want confirmation before meeting with a CPA or tax professional

Not sure if your books are accurate — or just “good enough”?
The Bookkeeping Health Check is a one-time review designed to give you clarity, catch issues early, and help you understand where things stand before small problems become big ones.

This service is ideal if you:

  • Manage your own bookkeeping but want a professional review

  • Feel unsure about your numbers or reports

  • Are behind or considering retroactive bookkeeping

  • Want confirmation before meeting with a CPA or tax professional

What’s included

Your Bookkeeping Health Check includes a review of:

  • Bank and credit card reconciliation status

  • Uncategorized or miscategorized transactions

  • Profit & Loss and Balance Sheet for obvious red flags

  • Sales tax and payroll liability indicators (high-level)

You’ll receive:

  • A short written summary or Loom video explaining findings

  • Clear notes on what looks good, what needs attention, and next steps

What this is (and isn’t)

✔ A professional review and guidance
✔ A diagnostic check of your books

❌ Not ongoing bookkeeping
❌ Not a cleanup or corrections
❌ Not tax advice

If deeper work is needed, I’ll outline recommended options separately.

Best for

  • Small business owners

  • Service-based businesses

  • DIY bookkeepers who want peace of mind

  • Businesses preparing for cleanup, catch-up, or ongoing services

Important notes

  • This service requires access to your accounting software

  • Turnaround time will be discussed after purchase

  • Additional services, if needed, are quoted separately