Free books health check
Send us one recent month and we will review it at no cost. You get a short written summary of what we found and what to fix first. No obligation.
What we review
One recent month of your books, looked at by our team with fresh eyes.
- Bank and credit card reconciliations for the month: are they done, and do they match the statements?
- Uncategorized items and anything parked in "ask my accountant"
- Obvious errors, such as duplicate entries, missing transactions or balances that look wrong
- A short written summary of what we found, in plain English, with what to fix first
1. Request it
Fill in the short form below. We reply within one US business day.
2. Share one month
We agree a safe way to look at one recent month, such as view-only access or exported reports.
3. Get your summary
You get a short written summary. What you do next is up to you.
Request your free health check
Free and with no obligation. Limited to one month and one business entity.
This is a bookkeeping review, not an audit or other CPA service, and not tax advice. We are not a CPA firm.
Questions about the health check
Yes. The health check costs nothing and there is no obligation to sign up for anything afterwards.
Access to one recent month of your books, such as view-only access to your accounting software or exported reports and bank statements. We agree the safest way with you first.
No. It is a bookkeeping review of one month, not an audit, review or other CPA service, and not tax advice. We are not a CPA firm.
One free health check per business, covering one month and one business entity.
Want your books checked every month?
Book a free 30-minute consultation, or tell us about your books for a custom quote. We reply within one US business day.