QuickBooks Health Check for Construction Businesses

Know Whether QuickBooks Is Helping or Holding You Back

Know whether your QuickBooks Online system is delivering accurate financial insight or hiding costly inefficiencies.

Your accounting system should provide reliable financial information that supports confident business decisions.

If QuickBooks Online has been incorrectly configured or isn't being used effectively, it can produce inaccurate reports, inefficient workflows and costly mistakes.

Our QuickBooks Health Check provides a comprehensive review of your QuickBooks Online account, identifying issues that could affect profitability, cash flow, reporting and compliance.

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We believe in a collaborative approach to consulting, working closely with our clients to develop solutions that meet their specific needs and goals.

➡️QuickBooks Online

➡️QuickBooks Online Setup

➡️QuickBooks Optimisation

➡️QuickBooks Training /Support

➡️Construction Bookkeeping

➡️Construction Business Advisory

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Is Your QuickBooks Online Working Properly?

Professional Health Check

Many construction businesses assume QuickBooks is working

correctly because it appears to function without any obvious

problems.

Unfortunately, hidden issues often remain unnoticed until they begin affecting financial reports, project profitability or business decisions.

If you're unsure whether your accounting system is giving you accurate information, a professional Health Check can provide valuable peace of mind.

Discover What's Really Happening Inside Your QuickBooks Online System

A professional Health Check identifies hidden issues, improves financial confidence and creates a clear roadmap for a more efficient accounting system.

A QuickBooks Health Check gives you greater confidence in the quality of your financial information.

We carry out a detailed review of your QuickBooks Online system to assess accuracy, efficiency and performance.

Common Warning Signs

Our Health Check is ideal if you recognise any of the following:

➡️Your business has grown, but QuickBooks hasn't evolved with

it.

➡️Financial reports don't reflect your business performance.

➡️You're unsure whether QuickBooks was set up correctly.

➡️Reports are inconsistent or difficult to understand.

➡️Bank reconciliations regularly cause problems.

➡️Project profitability is difficult to measure.

➡️Bookkeeping takes longer than expected.

➡️You're relying heavily on spreadsheets.

➡️VAT or CIS settings may be incorrect.

⏩If any of these challenges sound familiar, now is the ideal time for a professional review.

What Does Our QuickBooks Health Check Include?

Chart of Accounts Assessment

We review the structure of your chart of accounts to ensure it supports meaningful financial reporting and reflects the needs of a construction business.

Company Settings Review

We carry out a detailed review of your QuickBooks Online system to assess accuracy, efficiency and performance.

We check your company information, accounting periods, financial settings and core configuration.

VAT Review

We assess VAT settings, filing configuration and the application of the Domestic Reverse Charge where relevant.

CIS Review

Where applicable, we review Construction Industry Scheme settings to identify potential compliance issues and opportunities for improvement.

Project Tracking Review

We assess how projects, jobs and costs are being recorded to help improve profitability reporting.

QuickBooks Health Check

Bank Reconciliation Review

We examine bank feeds and reconciliations to identify errors, duplicate transactions or processing issues.

Financial Reporting Review

We review key financial reports to ensure directors receive accurate, meaningful information that supports informed decision-making.

User Access & Security

We assess user permissions and recommend improvements that strengthen security and reduce operational risk.

Automation Review

We identify opportunities to automate repetitive tasks, improve efficiency and reduce manual processing.

Recommendations Report

You'll receive a clear summary of our findings together with practical recommendations to improve the performance of your QuickBooks Online system.

Benefits of QuickBooks Health Check

Improve Financial Accuracy

Strengthen Project Visibility

➡️Greater confidence in your financial data

➡️More accurate bookkeeping &

management reports

Strengthen Project Visibility

➡️Better visibility of project profitability

➡️Stronger cash flow management

Reduce Risk

Make Better Business Decisions

➡️Reduced risk of costly

errors

➡️Greater compliance confidence

Make Better Business Decisions

➡️Practical tailored advice for your business

➡️A clear action plan for improvement

Discover Hidden QuickBooks Issues

Our Health Check Process

Step 1 – Consultation

We discuss your business, current processes and any concerns you have about QuickBooks Online.

Step 2 – System Review

We carry out a detailed assessment of your QuickBooks Online account.

Step 3 – Findings

We identify areas where your system is performing well and highlight opportunities for improvement.

Step 4 – Recommendations

You'll receive practical, prioritised recommendations designed to improve accuracy, efficiency and financial reporting.

Step 5 – Next Steps

⏩If you'd like us to implement the recommendations, we can optimise your system and provide ongoing support.

Why Choose Us?

A QuickBooks Health Check is about far more than reviewing software settings.

It's about ensuring your financial system supports the commercial success of your construction business.

By combining specialist construction knowledge with advanced QuickBooks expertise, we help you:

➡️Gain clearer visibility of project performance.

➡️Make better-informed business decisions.

➡️Increase operational efficiency.

➡️Improve financial accuracy.

➡️Strengthen reporting.

Is a Health Check Right for Your Business?

Our Health Check is particularly valuable if:

➡️Your business has expanded rapidly.

➡️You've inherited an existing QuickBooks Online file.

➡️You're experiencing reporting or bookkeeping issues.

➡️You've recently changed accountants or bookkeepers.

➡️You're uncertain whether QuickBooks has been

configured correctly.

➡️You want to gain confidence in your financial data

before key business decisions.

Related Services

Frequently Asked Questions

What is a QuickBooks Health Check?

A QuickBooks Health Check is a detailed review of your QuickBooks Online account to identify setup issues, reporting errors, inefficiencies and opportunities for improvement.

How often should I have a Health Check?

We recommend reviewing your QuickBooks Online system periodically, particularly after significant business growth, changes in processes or software updates.

Will you make changes during Health Check?

The Health Check focuses on reviewing your system and providing recommendations. Any agreed improvements can then be implemented as part of our QuickBooks Optimisation service.

How long does a Health Check take?

The duration depends on the size and complexity of your QuickBooks Online account. We'll explain the process and expected timescales during your initial consultation.