What it is
What is a Business Health Check?
Our Business Health Check is a one-off review of your bookkeeping and compliance position.
We assess how your books are currently set up and maintained, identify any issues or risks, and provide a clear picture of what’s working, what isn’t, and what needs attention.
This is not bookkeeping work or a clean-up. It’s a professional review designed to give you confidence, clarity, and direction before making any decisions about ongoing support.
Who this is for
Is this right for your business?
It’s suited to business owners who:
— Aren’t completely confident their books are fully compliant
— Feel behind or overwhelmed with BAS, GST, or payroll
— Are unsure whether everything has been set up correctly
— Are using Xero, MYOB, or similar accounting software
— Are considering engaging a bookkeeper but want clear answers first
If you want straight, practical guidance about your books — without pressure or upfront commitment to ongoing services — this is the right place to start.
Our review process
What we review during the Health Check
As part of the Business Health Check, we review the key areas of your bookkeeping to understand how your business is currently tracking.
This includes:
- Checking whether bank accounts are reconciled correctly
- Reviewing GST coding and BAS setup
- Assessing how income and expenses are being recorded
- Identifying any obvious errors, gaps, or risks
- Looking at the overall bookkeeping structure
- Flagging any compliance issues that could cause problems later
The review is tailored to your business — not a generic checklist — so the feedback you receive is practical, relevant, and specific to your situation.
What you receive
What you'll receive
- After your Business Health Check, you’ll receive a clear summary of your current bookkeeping position, along with any identified issues or risks.
- We’ll outline what needs attention now, what can wait, and provide practical recommendations tailored to your business.
- You’ll also receive guidance on the level of support that makes sense for your business, if any. You’ll walk away knowing exactly where you stand and what your next step should be — whether that’s with us or not.
Requirements
What we need from you
To complete the Business Health Check, we’ll ask for:
- Temporary access to your accounting software (e.g. Xero or MYOB)
- Access is used solely for review purposes.
- We don’t make changes, lodge anything, or stay on your file unless you choose to proceed with further support.
- Access can be removed immediately after the review is complete.
- Your most recent lodged BAS (if applicable)
That’s it. No paperwork overload, no long questionnaires — just the information we need to give you clear, accurate feedback.
Requirements
How the Business Health Check works
1
Book your Health Check
Secure your spot and complete a short intake form so we can understand the structure of your business.
2
We review your books
We complete a structured review of your bookkeeping and overall setup, focusing on accuracy, compliance, and any potential risks.
3
Get next steps
You will receive a summary of our findings and a recommendation, with the option to discuss next steps if needed.
Investment
$159
inc GST
This is a one-off review with no obligation to proceed with ongoing bookkeeping services.
If you do choose to engage us for ongoing support, the Health Check ensures we start with a clear understanding of your business — saving time, stress, and unnecessary costs in the long term.
No obligation. Clear next steps provided.
Why Numbers
Local bookkeeping support you can trust
Numbers – Local Bookkeeping works with Sunshine Coast tradies and small business owners who want their bookkeeping handled properly and kept compliant.
We understand the realities of running a hands-on business and provide practical, reliable bookkeeping support — without jargon, judgement, or unnecessary complexity.
Start with clarity
If you’re unsure whether your bookkeeping is in order, the Business Health Check is the safest place to start.
It gives you a clear understanding of where your business stands — before small issues turn into bigger problems.
Sunshine Coast bookkeeping for tradies and sole traders who want their books handled properly.
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