Which do I need? Finance Health Check Cleanup & Catch-Up Systems Setup & Integration Managed Books Outsourced Controller Fractional CFO
Systems Blog Who We Help (281) 858-3349 Scorecard Book a Health Check ← All servicesStart here · paid discovery
Know exactly where your finances stand.
A paid diagnostic of your books, month-end close, and systems — with a scored assessment and a clear, prioritized plan for what to fix first.
Book a Health Check from $500 · credited to your engagement
Who it's for
Owners who aren't sure their books are right — or what to fix first. Guessing is expensive; this replaces the guess with a plan.
What you get
·Review of your books, close & systems
·A scored assessment + prioritized findings
·A scoped plan for what to do next
An assessment based on information you provide — not an audit or assurance opinion.
Where this fits
Cleanup & Catch-Up→ Systems Setup & Integration→
Access & data handling
How I handle access to your books
Read-only wherever the work allows it. During a Finance Health Check it is always read-only — the job is to look, not to change anything.
No credentials by email or text. Access is granted through your accounting platform's own user permissions, in your name, under your control, and revocable by you at any time.
Two-factor authentication on every system I touch, with documents kept in one secure client portal rather than scattered across inboxes.
Your file stays yours. If we stop working together you keep everything, in the system you already own, with no export fee. Management owns the financials and the decisions — that does not change because you outsourced the work.
Not sure this is the right level for where you are? Nine questions, an instant score, and a straight answer on which service fits — no call required. Take the free Finance Scorecard →
Book your Finance Health Check.
A fixed fee from $500, credited to whatever you do next. Or grab a free 20-minute intro.
Book a Health Check(281) 858-3349 · info@booksmartsvcs.com · Texas & remote