bookkeeping SOFTWARE hEALTH cHECK

Free Bookkeeping Software Health Check

Our bookkeeping specialist analyses your bookkeeping file to identify errors, duplications and omissions.
Some of the things we can identify in a health check:

• Bank accounts not balancing
• Old transactions that have not been reconciled
• Duplicate transactions in the bank account
• Errors in settings
• GST coding mistakes
• Chart of Accounts coding issues

Included;

• Review software setup
• Review of payroll setup
• Transaction coding issues
• GST review of the account transactions for the current financial year
• Check bank feeds, reconciliations + balances of each account

Review of findings and recommendations via phone or zoom

This is an obligation free service, and you can take the results and do what you want with them.
Alternatively we can quote you to fix any errors, training needs that are highlighted or to take over and supply full-service bookkeeping in the future.

We have another option for an advanced health check which is a paid service designed for those who want to dive deeper into their software history and provides a written report for you to keep.
We also include a review of your chart of accounts, make recommendations on the layout of your profit and loss statement, and suggest bookkeeping improvements, such as process automations and add-ons. 

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