Bookkeeping File Review & Check Up
Got a bookkeeping system….. but not completely sure it’s right?
Maybe you’re using Xero, EasyBusiness App, spreadsheets or a slightly creative combination of everything.
Things are getting done, but there’s still that little voice wondering:
“Have I set this up properly?”
“Am I recording things correctly?”
“What am I missing?”
That’s where I come in.
I’ll review your current bookkeeping setup and give you a clear picture of what’s working, what needs attention and what to fix first without drowning you in jargon or making you feel like you’ve been called into the principal’s office.
This is for you if:
You do some or all of your own bookkeeping and:
you’re not sure if your numbers are right
you’ve fallen behind
your spreadsheet or software feels messy
you’re worried about tax, GST or BAS
you don’t know what to check each week
you want to feel more in control without paying for full service bookkeeping
What you’ll walk away with
You’ll know:
what’s working
what’s missing
what needs fixing first
whether your current system is good enough for now
what numbers you should be checking each week
what your next best step is
This is not a full bookkeeping clean-up, BAS lodgement, tax return, software migration or done-for-you bookkeeping service.
It is a review and action plan so you know where things stand and what to do next.
If you need more support after the review, I can recommend the best next step.
What this is not
Bookkeeping File Review & Check Up - $399
Stop guessing and get clear on what’s actually going on.
How it works
1. Book your review
Complete the short enquiry form.
2. We look at where things are now
We review your current bookkeeping method, spreadsheet, software or routine.
3. You get a clear action plan
You’ll know what needs fixing first and what to do next.
Common questions
Do I need accounting software?
No. You can be using spreadsheets, notebooks, bank statements, EasyBusinessApp, Xero or a mix of things.
What if I’m really behind?
That’s exactly why this exists. We start where you are.
Will you fix everything during the review?
No. This is a review and action plan, not a full clean-up service.
Is this tax advice?
No. This is general bookkeeping and business numbers guidance. For tax advice, speak with your registered tax agent or accountant.