What we actually check
Bank reconciliation currency
How up-to-date is your bank feed? Are there unreconciled items hiding errors?
GST coding accuracy
Are bank fees, insurance and non-GST supplier purchases coded correctly?
Unclaimed GST credits
Money you could be reclaiming on fuel, tools under $300, phone, internet and vehicle costs.
Super Guarantee status
Is super being paid on time and at the correct 12% rate? Any SG charge risk?
Payroll & STP compliance
STP Phase 2 reporting, employee YTD accuracy, leave accruals.
Accounts receivable
Who owes you money? How old are those invoices? Where's the cash-flow risk?
Accounts payable
Bill approval backlog, duplicates, and supplier payment timing.
Chart of accounts health
Duplicate or unused accounts, missing categories, reporting clarity.
BAS preparation status
Is your next BAS on track? Any penalty or GIC exposure?
Cash-flow visibility
Forecasts, budgets, and whether you're flying blind through the next quarter.
What you get
A branded PDF report
6 pages. Findings, recommendations, a traffic-light score on every item, and a dollar-impact estimate where we can calculate one.
Inside 48 hours
Once we've got read-only access to your file, you'll have your report within two business days. Promise.
A clear action plan
You can take the report to your current bookkeeper and say "fix this". Or you can hand it to us. Your call.
Zero pressure
No sales call. No follow-up sequence. If you want to talk afterwards, brilliant. If not, you still keep the report.
See what a real report looks like
Download a full sample report — based on a fictional electrical contracting business — to see exactly what you'll get. Same format, same depth, same branded design.
Download Sample Report (PDF)
Who this is for
A great fit if
- You're an Australian small business
- Your books live in Xero, MYOB, or QuickBooks Online
- You want a second pair of eyes — no strings attached
- You suspect something's not quite right but can't put your finger on it
- You're thinking about switching bookkeepers and want to compare
Maybe not right if
- Your books are in a shoebox (we can help — but it's a different conversation)
- You're not based in Australia
- You're a larger business (50+ staff) — we'll refer you to someone better suited
- You're looking for tax or financial advice (we're a BAS agent, not a tax agent)
Book your free health check
Common questions
Why is this free?
Two reasons. First, we're building our practice and showing you what we can do is the best marketing we've got. Second, if you like the report and want ongoing help — great, we'll talk. If not, you keep the report. No awkward sales calls.
What access do you need to my file?
Read-only. We can't change anything in your file — we just look. We'll send you step-by-step instructions for inviting us as an advisor (Xero), accountant user (QuickBooks) or read-only user (MYOB). You can revoke access anytime with two clicks.
Is my data safe?
Yes. We're a registered BAS agent, bound by the Tax Practitioners Board code of conduct. We don't share your data with anyone, we don't store copies on our own servers, and we only keep access as long as needed to produce your report.
How long does it take?
From the moment you grant us access, 48 hours. Usually faster. We'll email you the report as a PDF.
Do I have to sign up for anything afterwards?
Nope. You own the report. If you want to keep working with us, we'll offer you 50% off your first month — but only if you ask. No upsell emails, no chase-ups.
What if my books are a mess?
Then you especially need this. Part of the report is a clear next-step plan — we'll tell you whether it's a quick tidy-up or a proper catch-up job, and you can decide what to do.
Ready to find the money hiding in your books?
Takes 2 minutes to book. Your report lands in 48 hours.
Book My Free Health Check