When was the last time someone gave your bookkeeping a proper check-up?
If you’re running a business, chances are your financial systems have grown quickly—but not always cleanly. Unreconciled bank items, duplicate transactions, VAT miscodes and messy contact lists can all lead to reporting errors, tax risks, and bad decision-making. Even if you’re using cloud software like QuickBooks, Xero or FreeAgent, things can still slip through the cracks.
That’s why we’re excited to launch our new Bookkeeping Health Check service—a simple, affordable way to ensure your books are in great shape.
What is a Bookkeeping Health Check?
Think of it like an MOT for your finances.
Using powerful software called Xenon Connect, we review your QuickBooks, Xero or FreeAgent file against a detailed 24-point checklist. It scans your data for common (and costly) issues—unreconciled transactions, tax miscodes, missing invoices, duplicate entries, and more.
You’ll receive a clear, branded PDF report showing your bookkeeping health score, problem areas, and how to fix them. And if we spot anything serious, we’ll guide you through what to do next.
Why It Matters
Clean books don’t just make your accountant happy—they help you make smarter decisions, avoid tax trouble, and stay confidently in control of your business. With clean records, you can:
• Trust your profit & loss reports
• Avoid late filing penalties
• Reduce your bookkeeping costs
• Unlock funding or investment faster
• Sleep better knowing everything’s in order
It’s about turning your numbers into a powerful business tool—not just something you look at once a year.
Choose the Right Check-Up for You
We offer three levels of Bookkeeping Health Check depending on how much insight and support you’re looking for:
1. Essential Health Check – £49
Perfect if you just want to dip your toe in.
Includes our full 24-point review using Xenon Connect, a health score and summary PDF.
Bonus: The £49 is credited towards any clean-up or onboarding work if you decide to go further.
2. Standard Health Check + Proposal – £99
A more in-depth review with follow-up support.
Includes a 30-minute consultation, a clean-up quote, and a one-page action plan tailored to your business.
Ideal before switching accountants or starting a new financial year.
3. Premium Diagnostic & Strategy Session – £249
For business owners ready to level up.
You’ll get a full diagnostic report, 60-minute strategy session, VAT return review, tech recommendations, and a session recording.
Best for scale-ups, directors, and serious business builders.
What Happens Next?
After the health check, the ball’s in your court. Some clients prefer to tidy things up themselves using our report and recommendations. Others ask us to step in and fix the issues, then support them with ongoing bookkeeping or advisory services. We’re happy to help either way.
Ready to See How Healthy Your Books Really Are?
Whether you’re doing your own bookkeeping or working with another provider, our Bookkeeping Health Check gives you a clear picture of where things stand—and how to improve.
It’s simple. It’s affordable. And it could save you thousands.
Get in touch if you’d like to chat through which package is right for you.