Financial health check
A second set of eyes on your books.
A thorough review of your books, processes and internal controls — so you can fix problems early and trust your numbers.
We don’t prepare taxes — we hand your CPA clean, tax-ready books.
Is this you?
A health check is a smart move any time you’re unsure your numbers are right, or before a big decision.
- Someone else has been doing your books and you want a review
- You’re preparing for financing, a sale or bringing on a partner
- You’ve had staff turnover in your finance role
- You just want peace of mind that things are being done right
What’s included
What the review covers
Books accuracy review
Testing that transactions, balances and reports are recorded correctly.
Reconciliation check
Confirming every account ties out to its statements.
Internal controls
Who can pay, approve and record what — and where the gaps are.
Process review
How money flows in and out, and where errors tend to creep in.
Risk flags
Unusual transactions, duplicate payments and other items worth a closer look.
Written findings
A clear summary of what’s working, what isn’t and what to fix first.
How it works
1
Free consult
A 30-minute call to understand your business, your books and what you need.
2
Clear proposal
A simple written scope and price — no surprise fees.
3
Ongoing support
Your books stay current and you get reports you can actually use.
Common questions
Is this the same as an audit?
No. A health check is a practical review, not a formal audit, and it doesn’t result in an audit opinion. If you need an audit for a lender or investor, that must come from a licensed CPA firm.
How long does it take?
Most health checks take a few weeks, depending on the size of your business and how quickly records are available.
What happens after the review?
You’ll get written findings. You can fix things in-house, or I can help with cleanup and ongoing bookkeeping.
Free consultation
Find out how healthy your books really are.
Tell me a little about your business and I’ll get back to you within one business day.