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📊 Accounting File Diagnostic Audit
Gain clarity. Build confidence. Lay the groundwork for better decisions.
Our Accounting File Diagnostic Audit is designed for small business owners who want to understand the current health of their bookkeeping and accounting systems. Whether you're unsure about compliance, struggling with messy records, or simply want a second set of eyes, this audit gives you a clear, actionable snapshot of where things currently stand—and where they could improve.
System Review: Assessment of your accounting software setup (e.g. Xero), chart of accounts, bank feeds, and integrations
Compliance Check: Identification of any red flags or gaps in GST, payroll, BAS, and recordkeeping practices
Process Evaluation: Review of workflows, automation, and documentation to spot inefficiencies or risks
File Health Score: A summary report outlining strengths, weaknesses, and priority areas for improvement
Get a clear picture of your current bookkeeping and accounting setup—what’s working, what’s not, and what needs attention
Helps you make informed decisions about your financial systems
Supports compliance and audit-readiness
Empowers you to streamline, scale, and stay in control
Receive tailored recommendations to improve compliance, streamline workflows, and reduce risk
Whether you're preparing for growth, recovering from a messy file, or simply want peace of mind, this diagnostic is your first step toward financial clarity.
You'll receive a one-page PDF summarising key findings and tailored recommendations.
From there, why not book a 15-minute Clarity Call to explore next steps and ask any questions?
📊 Accounting File Diagnostic Audit
Gain clarity. Build confidence. Lay the groundwork for better decisions.
Our Accounting File Diagnostic Audit is designed for small business owners who want to understand the current health of their bookkeeping and accounting systems. Whether you're unsure about compliance, struggling with messy records, or simply want a second set of eyes, this audit gives you a clear, actionable snapshot of where things currently stand—and where they could improve.
System Review: Assessment of your accounting software setup (e.g. Xero), chart of accounts, bank feeds, and integrations
Compliance Check: Identification of any red flags or gaps in GST, payroll, BAS, and recordkeeping practices
Process Evaluation: Review of workflows, automation, and documentation to spot inefficiencies or risks
File Health Score: A summary report outlining strengths, weaknesses, and priority areas for improvement
Get a clear picture of your current bookkeeping and accounting setup—what’s working, what’s not, and what needs attention
Helps you make informed decisions about your financial systems
Supports compliance and audit-readiness
Empowers you to streamline, scale, and stay in control
Receive tailored recommendations to improve compliance, streamline workflows, and reduce risk
Whether you're preparing for growth, recovering from a messy file, or simply want peace of mind, this diagnostic is your first step toward financial clarity.
You'll receive a one-page PDF summarising key findings and tailored recommendations.
From there, why not book a 15-minute Clarity Call to explore next steps and ask any questions?