Business Health Check
Just changed bookkeeper? Find out what they left behind.
A one-day review from inside your Xero or MYOB books. Every account reconciled, missing and duplicated transactions found, closed months checked. $1,000 fixed, report within three business days.
Accounts reconciled to statements
Missing and duplicate transactions found
Priced fix list, and I can make the fixes
What I check
Six things, in one day
Bank and credit card reconciliations
Every account matched to its statement.
Missing and duplicated transactions
And what they do to your profit.
Posting and coding
The same thing coded the same way, every time.
What the last bookkeeper left
Suspense accounts, odd journals, stale balances.
Months you’ve already closed
Locked, and nothing posted into them since.
Your processes
Bills, approvals and month-end, and where things slip.
What you get
You’ll know exactly where you stand
01
Written report
4–6 pages, findings ranked by impact.
02
Priced fix list
Do it yourself, give it to your bookkeeper, or I fix it.
03
Posting guide and checklist
One page each, for your business.
04
30-minute debrief
We agree the next steps.
Why me
A senior accountant who does the work himself
I’m Samuel Douglas, a senior accountant with legal training on the Gold Coast, working across the Gold Coast and Brisbane. You deal with me from first call to last fix.
Fixed price
$1,000
One business, last 12 months, one day.
Go ahead with fix-up or ongoing work within 60 days and the $1,000 is credited.
How it works
From first call to report in about a week
1
Free 20-minute call
I’ll tell you honestly if it’s worth it.
2
Access
Invite me to Xero or MYOB and send 12 months of statements.
3
Review day
Reconciliations, coding and processes.
4
Report and debrief
Within three business days, then we agree any fixes.
FAQ
Before you book
Do I have to change bookkeeper?
What if you find problems?
Is it an audit?
What size of business?
Who does the work?
Is my information private?
Not sure your books are right?
Book a free 20-minute call. If a Health Check isn’t worth it, I’ll tell you.