Free Bookkeeping Healthcheck for UK Small Businesses

Bookkeeping often slips down the list when you’re busy running a business — and that’s completely normal. This free 30‑minute one‑to‑one healthcheck gives you a simple, friendly review of how your records are looking, with no pressure or judgement. It’s available to small businesses, sole traders and freelancers anywhere in the UK.

You’ll get a face‑to‑face video call via Zoom directly with me — not an automated report. I’ll look over your setup, check for common issues, and talk through anything that’s been worrying you. It’s a quick, practical way to get clarity and feel more confident about your numbers.

This focused session is designed to give you quick clarity and practical next steps. You’ll leave with a better understanding of how your bookkeeping is working — and what to do if anything needs attention.

You’ll gain:

• Clear insight into how your records are set up
• Spotting obvious mistakes or gaps
• A quick sense‑check of VAT, CIS and expense categories
• A check that your software is set up properly
• Simple, tailored advice you can act on straight away
• Support for all major bookkeeping software — Xero, QuickBooks Online, FreeAgent and Sage Business Cloud

It’s a friendly, practical session to help you feel more organised and in control.

This healthcheck is ideal for small business owners who want a quick, friendly review of their bookkeeping. Backed by 20+ years of UK financial experience, it gives sole traders, growing businesses and freelancers the clarity and confidence they need.

It’s especially helpful if you’re:

• Unsure whether things are set up correctly
• Worried you might have missed something
• A bit behind and want to get back on track
• Switching software or starting fresh
• Running a busy trade or service business with lots of day‑to‑day activity

If you’re looking for a calm, practical check from a real person — not a generic automated report — this is for you.

This healthcheck is completely free with no obligation to buy anything. If you ever decide you want ongoing support, you can view my full Services and Fees anytime.