Complimentary Bookkeeping Assessment

Is Your Financial Picture Clear?

A Financial Health Check can identify bookkeeping concerns before they become costly problems. Receive a professional, high-level review of your financial records with no pressure and no obligation.

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Clarity for Your Books. Confidence for Your Decisions.

This practical assessment provides a focused overview of your bookkeeping organization, reporting clarity, and visible areas that may need attention.

Approximately 15–30 Minutes

What the Financial Health Check Reviews

The review focuses on the areas most likely to affect the reliability and usefulness of your financial information.

Bank and credit-card reconciliation status
Outstanding or uncategorized transactions
Chart of accounts organization
Financial statement clarity and structure
Visible internal-control concerns
Fund accounting for ministries and nonprofits
Xero setup and bookkeeping-system concerns
Other visible bookkeeping red flags

We Review What Matters Most

The assessment is designed to give you a practical overview of your bookkeeping health—not to overwhelm you with accounting terminology.

REC

Reconciliation Review

Determine whether bank and credit-card accounts appear current and properly reconciled.

COA

Account Structure

Review whether the chart of accounts is organized to produce clear and useful financial information.

RPT

Reporting Clarity

Consider whether your financial statements provide the information needed to make confident decisions.

FLAG

Red-Flag Identification

Identify visible issues that may require correction, cleanup, or additional professional attention.

NPO

Nonprofit Fund Accounting

Review the general organization of restricted funds, designated accounts, and nonprofit reporting.

XERO

Xero Evaluation

Consider whether the bookkeeping system is configured to support accurate records and efficient reporting.

You Will Receive a Clear Overall Assessment

At the conclusion of the review, your bookkeeping records will be placed into one of three general categories.

GOOD

Healthy

Your books appear to be in generally good condition.

WATCH

Needs Attention

Some areas may need improvement or closer review.

ACT

Critical Review Recommended

Significant bookkeeping issues may require prompt action.

For Nonprofits and Small Businesses

Gain greater confidence in your financial records so you can focus on serving your mission, customers, employees, and community.

Professor. Accountant. Stewardship Partner.

With more than 20 years as an accounting professor and experience as a former North Carolina Assistant State Auditor, Dr. Brian Routh combines practical accounting knowledge with a commitment to clarity, integrity, education, and service.