Core bookkeeping

Bookkeeping file health check

A one-off review of coding, reconciliation status and file structure, with issues listed for you to decide what happens next.

Who it suits

Businesses that want to know the condition of a file before committing to monthly work or a catch-up.

The problem it addresses

It is difficult to price ongoing work when nobody has looked at the opening balances, suspense accounts and unreconciled periods.

Included

• A structured review of the agreed file
• A written list of issues and missing records
• A recommendation on whether a fixed package is suitable

Excluded

• Correction of every issue inside the review fee
• Tax advice
• An audit opinion

What you need to supply

• Software invitation
• The periods you want reviewed

How it is delivered

You receive a findings list. Any remediation is a separate quote.

Pricing

One-off quote.

One-off. It does not start a subscription.

Turnaround and dependencies

Stated when the file size is known.

• Read access to the file

When a person needs to assess the file

The health check is itself the assessment. Remediation is quoted from the findings.

Professional limits

Findings are observations from the file, not a certification or a tax opinion.

How to purchase

Request a health check from the contact options. There is no approved fixed price until an administrator sets one.

Questions