Stop Guessing With Your Finances. Know Exactly Where You Stand.
A professional bookkeeping health check for Australia’s businesses, not-for-profits, and accountants. Know exactly where you stand, and what to do next.
Running a successful organisation is demanding enough without the constant worry of financial compliance.
Are the books accurate? Is payroll correct? Are we meeting our ATO obligations?
Whether you’re growing a business, managing a community group, or advising a client, financial uncertainty creates risk and slows you down.
Our Business Books Health Check is a professional, one-off review designed to give you complete clarity and a clear path forward, without locking you into an ongoing contract.
If you’re feeling overwhelmed by your accounts, concerned about compliance, or simply need an expert second opinion, this service provides the answers.
A TRUSTED SOLUTION FOR:
- Small & Trade Businesses: For owners who need to know their numbers are solid so they can focus on running the business.
- Not-for-Profits & Clubs: For committees and managers who need to ensure financial integrity and meet governance standards.
- Accountants & Advisors: For professionals seeking a reliable, independent review or file clean-up for a new or complex client.
Trusted By
WHAT’S INCLUDED IN YOUR HEALTH CHECK
We conduct a comprehensive diagnostic of your financial records, systems, and processes.
Your detailed review covers:
- Full Systems Review: A thorough assessment of your Xero or MYOB file, spreadsheets, or manual records.
- BAS & GST Coding Check: We verify GST handling to ensure accuracy and prevent over or underpayments.
- Payroll & Superannuation Audit: A complete overview of your payroll process to confirm you are meeting all compliance obligations.
- ATO Lodgement & Status Review: We check your standing with the ATO to ensure all lodgements are current and there are no hidden issues.
- Error & Risk Identification: We pinpoint critical errors, compliance gaps, or potential risks that could cause future problems.
- A Clear, Actionable Report: You receive a written summary of our findings and tailored, step-by-step recommendations. No jargon, just plain English guidance.
THE OUTCOME: CONFIDENCE & A CLEAR PATH FORWARD
- Total Clarity: Finally get a true and accurate picture of your financial position.
- Compliance Confidence: Feel secure knowing your GST, payroll, and superannuation obligations are being met.
- A Strategic Action Plan: No more guesswork. You'll have a simple, prioritised list of exactly what to do next.
- Peace of Mind: Stop worrying about what you might have missed. Know precisely what needs attention and what is already secure.
- Expert, Jargon-Free Advice: Practical, straightforward guidance you can implement immediately.
Testimonials
CHOOSE HOW YOU'D LIKE TO GET STARTED
Option 1:
Business Books Health Check $295 + GST
Ideal for when you need a definitive, professional review of your books and a written action plan to move forward with confidence.
Option 2:
Free 30-Minute Discovery Call
A relaxed, no-obligation conversation to discuss your specific situation, ask questions, and determine if our service is the right fit for your needs.
FREQUENTLY ASKED QUESTIONS
Q: “My books are behind or in a mess. Can you help?”
Absolutely. This service is designed for that exact situation. We provide supportive, no-judgement advice to help you get organised and back on track.
Q: “Do I need to be using Xero or MYOB? ”
No. We can review any system you have, including spreadsheets, manual cashbooks, or other software. We meet you where you are.
Q: “Do you provide advice on becoming compliant?”
Yes. Providing a clear, practical pathway to full compliance is a key outcome of the Health Check.
Q: “Who do you work with? ”
We specialise in assisting trades, small businesses, community clubs, and not-for-profits across Australia. We also partner with accountants to provide file review and clean-up services for their clients.