Business Health Check:
A fast, CPA‑led diagnostic that gives you clarity, confidence, and a clear path forward.
Your books tell a story—but before we can clean them up, take over your bookkeeping, or provide advisory support, we need to understand the current state of your financial records. The Business Health Check is a low‑risk, fixed‑fee diagnostic that evaluates the accuracy, completeness, and structure of your accounting system.
This review ensures you receive an accurate quote for cleanup and ongoing services based on verified data—not assumptions.
What’s Included:
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Review of your QuickBooks or other Accounting system file
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Assessment of reconciliations, chart of accounts, and financial structure
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Identification of errors, missing transactions, and compliance risks
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Review of A/R, A/P, payroll setup, and sales tax configuration
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Written findings report with clear next steps
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Estimated cleanup timeline and monthly bookkeeping tier
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30‑minute review call with a CPA
Pricing:
Standard Health Check — $99
Ideal for small businesses with a single entity and straightforward accounting.
Advanced Diagnostic — $300–$500.
Required for complex organizations, including:
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Multi‑entity businesses
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Tribal governments
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Nonprofits
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Healthcare organizations
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Grant‑funded programs
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Businesses with multiple revenue streams
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Prior‑year cleanup needs
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Inventory or job‑costing environments
What Happens Next:
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You book a Discovery Call.
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We determine whether you need the Standard or Advanced diagnostic.
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You receive an engagement letter and secure portal access.
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We complete the Health Check and deliver your findings report.
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You receive a fixed‑fee cleanup quote and monthly bookkeeping proposal.
No judgment. No pressure. Just clarity.