Tidy Bookkeeper

Diagnostic Review

Financial Health Check

Is your business on the right track? Let’s find out together

Sometimes it’s hard to tell if your books are giving your the full picture. A Fianacial Health Check is like a wellness visit for your business finances; quick, gentle, and designed to give you clarity.

Think of it as taking a deep breath and finally knowing:

  • Are my books accurate?

  • Am I missing anything important?

  • What is my money trying to tell me?

No jargon, no judgment, just clear guidance so you can move forward with confidence.

What’s Included:

  • A review of your bookkeeping records

  • A check for accuracy and completeness

  • Notes on any red flags or opportunities we see

  • A plain-language summary you can actually understand via video conference

  • Your questions answered

 FAQs

    • Business Owners who want peace of mind about their books

    • Those considering outsourcing and want a baseline first

    • Those considering a change from their current bookkeeper

    • Anyone who feels “something might be off” but isn’t sure what

  • It all begins with an idea. Maybe you want to launch a business. Maybe you want to turn a hobby into something more. Or maybe you have a creative project to share with the world. Whatever it is, the way you tell your story online can make all the difference.

  • $250 is the one-time investment for a Financial Health Check, including a 30 minute video call to go over the results and answer your questions.

  • Yes! Most of our clients continue working with us after their Health Check. Even better, the cost of your Health Check is applied toward your next service; whether that’s clean up, catch up, monthly bookkeeping, or customized financial guidance.