For accounting practices and finance teams
Data Health Check
Know exactly what's broken in your systems and your books — before anyone quotes you a price to fix it.
“Five years in accounting practice before ten as an engineer — the report reads like it was written by someone who's closed a set of books, not just queried one.”
Systems architecture + double-entry accounting domain expertise
Context
Why this exists
Nobody will give you a straight answer on what a migration or cleanup actually costs, because nobody looks properly before quoting. So you get an hourly estimate that doubles, or a fixed price padded for the unknown.
The Health Check is the looking, sold separately from the fixing — so the price you get afterwards is real.
Scope of Audit
What gets checked
Eleven checks across both layers — the systems your data moves through, and the accounting judgment that tells you whether what's in them is actually right.
Systems & integrations
- Connected apps — what's syncing, what's failing silently, where duplicates are being created
- Automation opportunities — recurring manual work a script or workflow could remove
- Migration readiness — what would block a clean move if you changed platforms tomorrow
- Access & controls — admin permissions, audit log status, whether a period lock exists
Books & data integrity
- Control accounts — AR/AP subledgers agreed to the general ledger; suspense and undeposited-funds balances, and how long they've sat there
- Trial balance integrity — agrees at each fiscal year-end, and to your last filed accounts
- Chart of accounts — total count, duplicates, unused accounts, misclassified types
- Bank & card reconciliation — unreconciled items by month, gaps in reconciliation history
- Master data — duplicate suppliers, customers and items, inconsistent naming
- Transaction quality — uncategorised volume, systematic miscoding, manual journals post-close
- Tax & VAT coding — rate coverage, wrong-code patterns
Deliverable
What you get
A comprehensive Data Health Report
Every finding ranked critical, material, or cosmetic, what caused it, what it takes to fix, and a fixed price for each remediation — plus what I'd leave alone and why.
The report is yours whether or not you hire me for anything after it. Hand it to your own bookkeeper, your existing developer, or another vendor entirely. It's useful on its own.
The fee is 100% credited
If you commission remediation work within 60 days, the full Health Check fee comes off the price. You risk nothing by diagnosing first.
Requirements
What I need from you
- Read-only access to the platform or file
- One 30-minute call at the start, to point me at what's worrying you
- A named contact I can ask questions of during the review
Who this is for
- A practice inheriting a client's mess
- A business a year or more behind on reconciliation
- Anyone about to migrate platforms
- Anyone who's had wildly different quotes for the same cleanup or automation work
- Teams running disconnected apps and reconciling by hand
Who this isn't for
- Clean books wanting a second opinion for its own sake
- Anyone needing a statutory audit or an opinion on financial statements
- Anyone wanting the fix bundled into this same fee — this is diagnosis only
Questions
Frequently asked questions
Why isn't this free?
A free review is a sales call. A paid one is an incentive to actually find everything, building the diagnosis for its own sake, not the pitch.
What if you find nothing wrong?
You get a report that says so, with the checks documented — worth having before a migration or a new hire either way.
Will you also do the fix?
If you want me to, yes — quoted separately, with the Health Check fee credited against it. If you take the report elsewhere, that's fine too.
Do you sign an access agreement?
Yes, before you grant any access.
Get clarity on your systems and your books.
Fixed fee of $400 / £320. 3–5 business days turnaround. 100% credited against any subsequent remediation work.