Engagement
Books Health Review
A focused diagnostic of how well your day-to-day books would hold up if an auditor or lender asked for evidence tomorrow.
Send a recent trial balance and we will confirm the review band.
Who it is for
Growing SMEs that have never been audited but expect bank covenants, investment diligence, or a first statutory audit.
Result you receive
A ranked findings memo covering reconciliation gaps, control weak spots, and a 90-day remediation plan.
Included
- Sample testing of high-risk accounts
- Review of month-end close checklist
- Assessment of supporting-document retention
- Written remediation roadmap
Not included
- Full cleanup of historical years (available as a separate engagement)
- Software migration
How we deliver
- One-week file pull
- On-site or video walkthrough of close routines
- Findings workshop with owners