Businesses change.
Their accounting systems don't always change with them.
A system that worked perfectly when you had two employees may be very different from what you need when you have fifteen.
Signs a Review May Be Useful
You may benefit from a Health Check if:
reports are unreliable
reconciliations are difficult
there are too many manual processes
staff don't know which process to follow
the chart of accounts no longer makes sense
you aren't using software features you're already paying for
you've grown significantly
you're considering replacing the accounting system.
What We Can Review
Depending on the engagement, we can review:
accounting-software setup
chart of accounts
bank feeds
reconciliations
reporting
workflows
user access
automation
financial controls
opportunities for improvement.
Important
A Health Check does not automatically mean:
“Replace everything.”
Sometimes the best answer is simply to improve what you already have.
Common Questions
Can't find your question? Email us.
Does an Accounting System Health Check mean I'll need new software?
No.
The purpose is to understand what is working, what isn't and whether improvements can be made to the existing system.
Can you review both the software and the way our staff use it?
Where appropriate, yes. Sometimes the issue is not the software itself but the process around it.
Continue Learning
What Financial Controls Does a Small Business Actually Need?
How Often Should I Reconcile My Business Bank Account?
What Should I Review Every Month in My Business Accounts?
Service Delivery Disclosure
SKC Accounting Financial & Advisory Services Pty Ltd trading as SKC Accounting is a licensee of Platinum Accounting Australia Pty Ltd (Platinum). Platinum is a Registered Tax Agent (Tax Agent No. 24683431). Tax agent services, including the preparation, review and lodgement of tax returns, and BAS/GST services requiring registered-agent authority, are provided through Platinum under the applicable engagement arrangements. For more information, please visit Platinum Accounting Australia.
Let’s Talk About Your Business
A useful first conversation starts with what your business does, what is creating pressure and what you would like to improve. Book a Complimentary Initial Consultation to discuss the support that may suit your circumstances.