Health Checks For Dummies: How To Review A Bookkeeping File & Scope Rescue Jobs

by | 30 August, 2019 | 0 comments

Let’s talk honestly for a minute; a Health Check for a Rescue Job…. Have you ever thought that Rescue Jobs are “too hard” to price? Have you struggled to scope a job? Or wondered how to complete a “bookkeeping health check”?

I know I have!

These skills are vital to running a thriving, profitable bookkeeping business, but they can be such a challenge to learn. Where do you start and how do you know if you are covering everything, and protecting yourself (and your client!) from lost profit and time? I’ve met many, many bookkeepers who have struggled with this (and I spent years struggling with it myself!).  That’s where I come in. I’ve spent years figuring this out and learning the best techniques to use…through lots of good old fashioned trial and error!  That’s why I’m offering a 90 minute Master Class Webinar (complete with all the templates that you’ll need), where bookkeepers can learn exactly how to scope and price rescue jobs and ongoing bookkeeping, as well as how to perform a bookkeeping health check.

In this Master Class, I’ll also be going into the details of providing a quote, and providing you with all the templates, forms, letters and teaching that you could possibly need to have a successful onboarding process. Depending on which package you choose, you’ll get access to: An Online Masterclass, Bonus Audio Teachings, Health Check FAQs, Health Check Report, Health Check Example, Health Check Template, Initial Consult Form, Email Templates, Proposal Template, Proposal Cover Letter, Engagement Letter and a Legal T&Cs Template! Phew, that’s a bit of a mouthful, isn’t it? The good news is: tickets start at $50, so you can come to the session, get all the great information that I’m sharing and (if you’re interested), upgrade to get more templates to tailor for YOUR business!

No loss for you, either way.

And, don’t forget that you’ll be getting plenty of technical, bookkeeping information, as well as business advice. Not only will this empower you to be the best business owner that you can be, but the best bookkeeper, allowing you to offer top-notch service to all of your current (and future) clients. If this sounds like something you’d be interested in, then I highly recommend checking out our Bookkeeping Health Check Master Class Page! This is an on-demand training – you can have instant access to it whenever you like!

Until then… Stay Savvy, Amy





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Sharon Casagrande
Sharon Casagrande
04:46 02 Apr 20
Amy and her team are fantastic to work with. I don't know how I would have set up my business without their help. ... They are a great support to the bookkeeping more
Katia Chehade
Katia Chehade
04:25 02 Apr 20
Amy Hooke and her team at The Savvy Bookkeeper have been invaluable to my business especially with helping me change... from hourly billing, to offering packages. I also currently attend Co-working Groups which are for 'working on my business'. It's a really supportive and encouraging group, where we can brainstorm ideas, and work on things like streamlining of my business processes. For any bookkeeper looking for assistance in these areas, I recommend The Savvy more
Kristy Fairbairn
Kristy Fairbairn
23:03 01 Apr 20
With the help of The Savvy Bookkeeper team, my business was able to double it's turnover in the second year, and have... the confidence to keep growing. I love that the team don't stop providing support, and that you can opt in to various relevant sessions and products along the way. They really are an extension of my business, and I am so grateful for their ongoing more
Paula Wyeth
Paula Wyeth
04:52 01 Apr 20
Amy and her team have such a weatlh of knowledge, I am very grateful having the Savvy Team as a resource to assist and... nurture my BAS Agent journey. Thanks more
Hannah Langlois
Hannah Langlois
04:18 01 Apr 20
Fantastic resources! The team are really friendly and helpful. Super supportive of bookkeepers and small business... more
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