We provide bookkeeping and payroll health checks. This means we look at your accounting or payroll software set up, your entries and processes and the reports the software is producing to see if everything looks correct.
We identify any problems and find any errors, then suggest how they can be fixed and ways to avoid them happening in the future.
The benefit of this service is to ensure your accounts are accurate and reliable, and that taxes such as VAT and PAYE are being reported and paid correctly.
A Health Check will benefit you if:
You are doing your own bookkeeping and would like to be reassured it is correct
You would like to check your bookkeeper is doing things correctly
You would like to automate regular tasks
You would like your accounts to be reviewed before going to your accountant for the year end
You are concerned your accounts are not tidy, accurate or reliable
Bookkeeping Health Check
Standard £349
Have an initial call to discuss your business and concerns
We work through our list of crucial areas to check
Identify any issues
Provide a report of these issues and suggest recommendations
Have a follow up call with you to go through our report
Advanced £749
All Standard tasks, plus some extra detailed checks
Review of your chart of accounts, identifying duplicate or similar accounts
Recommendations of layout of P&L, and names of nominal codes
Bookkeeping improvements such as automating processes and suggesting add-ons
Payroll Health Check
Standard
Up to 20 employees – £149
Up to 50 employees – £349
Over 50 employees – £POA
Have an initial call to discuss your business and concerns
We work through our list of crucial areas to check
Identify any issues
Provide a report of these issues and suggest recommendations
Have a follow up call with you to go through our report
Advanced
Up to 20 employees – £299
Up to 50 employees – £499
Over 50 employees – £POA
All Standard tasks, plus some extra detailed checks
Check to see if wages journals are posted correctly in accounting software for current year
Check PAYE & NI liability against HMRC records
Check pension liability against pension scheme records
How it Works
Step 1
Fill in the enquiry form here with our 3 questions which tell us a bit more about you and your business. When we get this, we will arrange to call you for a chat to discuss the next steps.
Step 2
We get access to your data, add us as a user on your software (you can remove us once the work is done). We are happy to sign a non disclosure agreement.
Step 3
We carry out the health check and will give you a timeframe.
Step 4
We provide a written report of our findings and arrange a follow up call to go through it with you.