Tidy Bookkeeper
Diagnostic Review
Financial Health Check
Is your business on the right track? Let’s find out together
Messy books are costing you money
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.
How Does it work?
Click the button below to book your check up
You’ll receive an email with simple instructions on how to grant us access to your QuickBooks Online
We’ll review your key metrics, including your Trial Balance, Chart of Accounts, Balance Sheet, Income Statement, A/R, A/P, undeposited funds, and bank registers. Don’t worry if you don’t know what all those terms mean, we’ve got you.
Next, we’ll meet on a video call where we’ll walk you through our findings and highlight what needs attention.
From there, you choose: take our report to another bookkeeper if you wish, or let us handle the clean-up for you. We’ll even provide a clear estimate of the cost to get everything back in shape.
FAQs
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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
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Your QuickBooks should be the source of truth for your business. This check-up is the first step in making that happen.
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$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.
Most discover that they save at least that much based on our recommendations.
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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.