Books Health Check
A focused assessment designed to establish the condition of your bookkeeping, identify priority issues and give you a clear recommendation for what happens next.
Start the $149 Health Check (Credited Toward Restoration)What We Review
We examine the core areas that determine whether your books are reliable or need attention.
What You Receive
Clear documentation of what we found across all review areas.
Issues ranked by severity and impact on your financials.
Specific recommendations for what needs to be fixed and how.
Whether you need restoration, monthly close, or independent action.
Payment Terms
Payment due before the Health Check begins.
Full Credit Toward Restoration
Choose Books Restoration and the entire $149 is credited toward your cleanup/catchup work. The Health Check becomes free.
FAQ
The Health Check reviews bank and credit-card reconciliations, chart of accounts, transaction classification, undeposited funds, balance-sheet accounts, month-end close status, and financial statement consistency. It is designed to identify what is working and what needs attention.
Most Health Checks are completed within a few business days after we receive the required bookkeeping access and source documents.
You receive a written summary of findings, a priority issue list, and a clear next-step recommendation. That recommendation may be Books Restoration, Monthly Close, or simply a set of corrections you can act on independently.
If Brekson elects to move forward with qualifying cleanup work, the Health Check fee may be credited toward that engagement. The exact credit terms are stated in the proposal.
Start with a focused assessment. Get written findings, a priority issue list and a clear recommendation for what happens next.
Start the $149 Health Check (Credited Toward Restoration)