What does a bookkeeping health check cover?
A bookkeeping health check is a quick review of the habits and controls that keep business records reliable. This free assessment looks at whether bank accounts are reconciled, documents are organised, deadlines are visible and the numbers are current enough to support decisions.
Common warning signs
- Bank balances in the software do not match the bank
- Receipts and invoices are stored in several different places
- Transactions remain uncategorised for months
- VAT or tax deadlines are handled at the last minute
- The owner cannot see a reliable cash or profit position
- Digital records are not ready for Making Tax Digital
The result is initial guidance, not an audit or professional opinion. If the check identifies gaps, we can review the actual records and provide a clear scope for clean-up or ongoing bookkeeping.