Book a Free Check-Up
Free Bookkeeping Checkup

Not Sure Where Your Books Stand?

Get a clearer understanding of your bookkeeping and the support your business may need — with no pressure, no confusing accounting language and no judgement.
Book a Free Bookkeeping Checkup

15+ years experience

Brisbane-based & remote

No judgement if you’re behind

Introduction

What Is a Free Bookkeeping Checkup?

A free bookkeeping checkup is a simple, no-pressure first step for business owners who want to know whether their books are accurate, up-to-date and working properly.

During an initial conversation, Helen will learn about your business, your current bookkeeping process and any problems or concerns you have. If a closer review is appropriate, Helen can arrange secure access to your Xero, MYOB or QuickBooks file and look for areas that may need attention.

You will receive practical feedback in plain English so you can understand where your books are at and decide what to do next.

There is no need to clean anything up before you get in touch. Helen is used to helping business owners with messy, confusing or overdue books—and you will not be judged.

hospitality businesses

Who Is the Free Bookkeeping Checkup For?

Helen supports small and growing businesses across Brisbane, Southside Brisbane and throughout Australia using secure remote bookkeeping systems

The checkup may be helpful if:

  • Your bookkeeping is behind or becoming difficult to manage
  • You are unsure whether your accounts are accurate
  • Your bank transactions have not been properly reconciled
  • You are worried about an upcoming or overdue BAS
  • Payroll is taking too much time or causing confusion
  • Your Xero, MYOB or QuickBooks file does not seem to be set up correctly
  • Your reports do not match what is happening in your business
  • You have been doing the books yourself and want a registered BAS agent to review them
  • Your business is growing, and you need more reliable bookkeeping support
  • You are considering changing bookkeepers and want to understand your options

Service-Based businesses

What Will Helen Review?

Every business is different, so the checkup will focus on the areas most relevant to you. Depending on your situation, Helen may review:

This may include:

  • The general condition of your bookkeeping file
  • Bank and credit card reconciliations
  • Unallocated, duplicated or incorrectly recorded transactions
  • BAS and GST coding
  • Accounts payable and accounts receivable
  • Payroll records and processes
  • Your chart of accounts and bookkeeping setup
  • Outstanding bookkeeping or catch-up work
  • The usefulness and accuracy of your financial reports
  • Opportunities to simplify your bookkeeping processes

The purpose is not to conduct a full audit. It is to identify obvious concerns, clarify what needs attention and help you understand the most appropriate next step.

How it works

What Happens After You Book?

You are free to consider the recommendation without any obligation to proceed.

01

Have a Friendly Initial Chat

Helen will ask a few straightforward questions about your business, the software you use and the bookkeeping challenges you are experiencing.

02

Arrange a File Review if Needed

If reviewing your bookkeeping file would be useful, Helen will explain how to provide secure access. You remain in control of your information throughout the process.

03

Receive Clear, Practical Feedback

Helen will explain what appears to be working, what may need attention and which issues should be addressed first.

04

Decide What You Want to Do

If you would like Helen’s help, she can recommend the right service and provide a clear quote or bookkeeping package. This may include monthly bookkeeping, catch-up bookkeeping, BAS support, payroll or a one-off review.

supervision

No Judgement. No Pressure. Just Practical Help.

Falling behind with bookkeeping is more common than many business owners realise. When you are busy looking after customers, staff and day-to-day operations, the books can quickly become another job that gets pushed aside.
  • You do not need to feel embarrassed, and you do not need to fix everything before asking for help.

  • With 15 years of experience and practical knowledge of Xero, MYOB and QuickBooks, Helen provides friendly, professional support without making bookkeeping feel more complicated than it needs to be.

  • The Free Bookkeeping Checkup is simply an opportunity to understand the current situation and find out what support would make running your business easier.

Free entry offer

Book Your Free Bookkeeping Checkup

Take the first step towards clearer, more reliable bookkeeping.

Complete the form below or book a convenient time to speak with Helen. Tell her as much—or as little—as you currently know about the problem. You do not need to have all the answers.

The Extra Care Check-Up

Free

· 20 minutes

A friendly first chat. Tell Helen where things are at and she’ll recommend the best next step.

Your information will be kept confidential and used only to respond to your enquiry.

Good questions

Bookkeeping, answered plainly

Yes. The initial checkup is free and designed to help Helen understand your situation and identify the type of support you may need. If additional or ongoing work is recommended, you will receive a quote before any paid work begins.
No. Please do not delay getting help because your books are messy or behind. The purpose of the checkup is to understand the situation as it currently stands.
Not necessarily for the initial conversation. If Helen needs to look more closely at your records, she will explain how to provide secure access to your Xero, MYOB or QuickBooks file.
Book the checkup and let Helen know. As a registered BAS agent, she can assess what needs to be completed and explain the next steps. The sooner you address an overdue BAS, the easier it is to create a practical plan.
Yes. You may only need a second opinion, a bookkeeping file review or assistance with a specific issue. Helen can also work alongside your accountant where appropriate.
No. Helen assists businesses across Brisbane and Southside Brisbane, as well as clients throughout Australia, using secure online bookkeeping software, phone, email and video meetings.