You Built the Business. Let Us Help You Understand the Numbers Behind It.
Get a free bookkeeping health check to uncover problems, confusion, and financial blind spots before they become expensive.
Takes about 5 to 10 minutes. No documents, passwords, bank login details, or QuickBooks access are required to begin.
See What Looks Right
We look at basic areas like reconciliations, income tracking, expenses, QuickBooks setup, and reports to see where things may need a closer look.
Find What Needs Attention
You’ll get a clearer picture of what may be affecting your numbers, your reports, or your ability to make confident business decisions.
Know Your Next Step
No pressure and no confusing accounting language. Just a practical starting point to help you understand where your books stand.
How It Works
A simple process to help you understand where your books stand and what next step makes sense.
Step One: Complete the Short Form
Answer a few questions about your business, your bookkeeping setup, and the areas you are most concerned about.
Step Two: BalanceKeep Reviews Your Answers
We look for signs that your books may need attention, such as old reconciliations, unclear reports, QuickBooks setup issues, payroll questions, or cleanup needs.
Step Three: Get the Next Best Step
BalanceKeep will follow up with a practical next step. That may be a quick call, a cleanup recommendation, or a monthly bookkeeping plan if it makes sense.
Bookkeeping Health Check Questions
Know what to expect before you begin.
Is the bookkeeping health check really free?
Yes. There is no charge to complete the health check. It is designed to help identify possible bookkeeping concerns and the next practical step for your business.
What information do I need to complete it?
You will answer straightforward questions about your business, bookkeeping process, reconciliations, QuickBooks setup, payroll, reports, and the areas causing the most concern.
Will BalanceKeep access my QuickBooks account?
Not during the initial form. If a closer review would be useful, BalanceKeep will explain what access or records are needed before anything is requested.
What happens after I submit the health check?
BalanceKeep reviews your answers and follows up with a practical recommendation. That may be a short conversation, a cleanup plan, or a monthly bookkeeping option if it fits your needs.
Is this a financial audit or tax review?
No. The health check is an educational starting point, not an audit, tax return review, or guarantee that every bookkeeping issue has been identified.
Start Your Free Bookkeeping Health Check
Answer the questions below so BalanceKeep can understand your business, your current bookkeeping process, and where the numbers may need attention.
Before you begin: Do not include passwords, bank login details, or other sensitive access information. This is an educational starting point, not a full cleanup, audit, or tax review.