Bookkeeping Health Check
Serious business owners don’t guess with their books. They make sure every number is bulletproof—before tax season or the IRS gets involved.
Summary — Jump to a Section
What the Bookkeeping Health Check Is
This isn’t compliance paperwork and it isn’t a CPA review. It’s a protection strategy—a high-impact check that ensures your records are accurate, balanced, and IRS-ready before small mistakes become expensive problems.
- Balance Sheet Clean-Up: Eliminate negative balances, ghost entries, and misclassifications.
- Reconciliation Verification: Confirm that bank, credit card, and merchant accounts actually tie out.
- Catch-Up Review: Properly classify, date, and link unclear or missing entries.
- Control Checks: AP vs vendor balances; liabilities vs actual obligations—aligned.
- Action Plan: A prioritized fix list—not “your books are wrong,” but “here’s what to do now.”
Hidden Problems We Eliminate
- Negative balances on your balance sheet that should never exist.
- “Reconciled” accounts that don’t actually match the bank.
- Uncategorized or mis-dated entries that distort cash and profit.
- AP aging and vendor balances that don’t align.
- Year-end panic when numbers don’t tie out—and IRS letters follow.
Most bookkeepers won’t catch this. We do.
Why “Health Check,” Not a CPA Review
“Review” is a CPA assurance term—often confused with audits. You don’t need that. You need speed, clarity, and certainty.
- Advisory, not attestation: We diagnose, correct, and guide. No CPA report.
- Fast & actionable: Clear fixes in days, not weeks.
- Owner-friendly: Plain English. No jargon. No surprises.
Who This Is For
This service is for owners who treat their business like an asset to protect and grow—not a hobby.
- In-house bookkeeping, but year-end always brings panic.
- Suspicion that something’s “off,” with no time to chase it.
- Need audit-readiness (bank, investor, or peace of mind) without audit pricing.
- Upgrading systems and want clean data going forward.
How It Works (Step-by-Step)
- Access Your Books: Share QuickBooks, Xero, or Excel—securely.
- Deep Diagnostic: Balance sheet, reconciliations, entries, controls.
- Red Flag Report: Every error and inconsistency documented.
- Corrections: We fix what we can immediately.
- Roadmap: A prioritized plan—with owners and due dates.
- Optional Advisory: Keep us engaged to maintain the standard.
What You Walk Away With
- Balanced, clean, tax-ready books.
- Zero phantom balances or unexplained entries.
- Verified reconciliations across key accounts.
- A documented plan to stay in control.
- Confidence with the IRS, lenders, and yourself.
“Polaris didn’t just tell me my books were off. They showed me exactly what to fix, why it mattered, and how to prevent it next time. It saved me thousands—and gave me peace of mind.”
— Small-Business Owner (anonymized)
Why Polaris
- Enrolled Agents, nationwide: We know what the IRS looks at first.
- Protection mindset: We don’t just clean books—we defend outcomes.
- Clarity over complexity: Actionable, owner-ready guidance.
When others give you reports, we give you results.
Schedule now.
FAQ
Is this the same as a CPA review or audit?
No. This is not a CPA review or audit. Those are assurance services reserved for licensed CPAs. Our Bookkeeping Health Check is an advisory service—we identify errors, fix what can be fixed, and provide a clear roadmap for accuracy and confidence.
How long does it take?
Most Health Checks are completed within 2–4 business days after we receive access to your books. You get a written summary and a walk-through call.
What bookkeeping systems do you support?
QuickBooks Online, QuickBooks Desktop, Xero, Wave, and Excel. If you can share the ledger, we can run the check.
Can you do this remotely?
Yes. We perform Bookkeeping Health Checks for clients across the U.S.—securely and virtually.
What do I actually walk away with?
A prioritized action plan, corrected entries where applicable, eliminated negative balances, verified reconciliations, and tax-ready books.
Important Disclaimer
This service is not a CPA audit or review. It is an advisory service designed to identify bookkeeping errors, provide corrections where possible, and deliver a roadmap for accurate financial reporting. For businesses requiring CPA assurance or attestation, Polaris will coordinate with a licensed CPA firm.