Business Health Check

Has your finance function kept pace with your business?

As your business grows, bookkeeping, payroll, reporting and financial systems become more complex. Processes that worked well with a smaller team can become harder to manage as transaction volumes increase, more employees come on board and financial information moves through more systems.

Our Finance Function Health Check helps you assess how your current setup is working and identify the areas that may need closer attention.

Does any of this sound familiar?

Growth can expose gaps in a finance setup that were much harder to notice when the business was smaller.

You may recognise some of these situations:

“Icanseewhathappenedlastmonth,butIdon’thaveaclearviewofwhatislikelytohappennext.”

“Reportsarebeingproduced,butI’mnotalwaysconfidentusingthemtomakedecisions.”

“Toomuchfinancialknowledgesitswithoneperson.”

“I’mnotalwayssurehowmuchcashisgenuinelyavailableafterupcomingobligations.”

“Payrollandcompliancearebecominghardertomanageastheteamgrows.”

“Oursystemsandprocesseshaven’treallychanged,eventhoughthebusinesshas.”

“Myaccountantisstillhavingtocorrectorreworkbookkeeping.”

“I’mspendingtoomuchtimechasingfinancialinformationthatshouldalreadybeavailable.”

“Icanseewhathappenedlastmonth,butIdon’thaveaclearviewofwhatislikelytohappennext.”

“Reportsarebeingproduced,butI’mnotalwaysconfidentusingthemtomakedecisions.”

“Toomuchfinancialknowledgesitswithoneperson.”

“I’mnotalwayssurehowmuchcashisgenuinelyavailableafterupcomingobligations.”

“Payrollandcompliancearebecominghardertomanageastheteamgrows.”

“Oursystemsandprocesseshaven’treallychanged,eventhoughthebusinesshas.”

“Myaccountantisstillhavingtocorrectorreworkbookkeeping.”

“I’mspendingtoomuchtimechasingfinancialinformationthatshouldalreadybeavailable.”

When several of these issues start appearing at once, it can be a sign that the finance function has not developed at the same pace as the business.

Professional Bookkeeping Service - Team Meeting

What should your finance function provide as your business grows?

A well-structured finance function should give you reliable information about what is happening in the business and enough visibility to understand what is coming next.

Reliable financial information

Your records should be regularly reconciled and maintained so that the reports you receive are based on information you and your accountant can rely on.

Reliable financial information

Your records should be regularly reconciled and maintained so that the reports you receive are based on information you and your accountant can rely on.

Payroll processes that can handle a growing team

As employee numbers increase, payroll becomes more demanding. The systems and processes behind it need to support accurate processing and changing compliance obligations without creating unnecessary pressure each pay cycle.

Payroll processes that can handle a growing team

As employee numbers increase, payroll becomes more demanding. The systems and processes behind it need to support accurate processing and changing compliance obligations without creating unnecessary pressure each pay cycle.

Useful management reporting

Reporting should help you understand performance, cash flow and upcoming financial commitments so you can make decisions with better information.

Useful management reporting

Reporting should help you understand performance, cash flow and upcoming financial commitments so you can make decisions with better information.

Financial systems that work together

Accounting software, payroll platforms, payment systems and other operational tools all contribute to your financial data. As the business becomes more complex, those systems need to work together without creating unnecessary duplication or manual handling.

Financial systems that work together

Accounting software, payroll platforms, payment systems and other operational tools all contribute to your financial data. As the business becomes more complex, those systems need to work together without creating unnecessary duplication or manual handling.

A growing business also needs enough continuity that important financial processes and knowledge do not depend entirely on one person.

Find out where your finance function stands

Our Finance Function Health Check gives you a structured way to assess how your current finance setup is performing.

The Health Check looks across four areas that play an important role in a growing business:

girl in white and pink dress with face mask
girl in white and pink dress with face mask
selective focus photography of girl drinking water

Once completed, you’ll receive an overall Finance Function Health Score and a personalised Playbook with a more detailed breakdown of your results across each area.

Your Playbook will help you understand where your current setup is performing well, where there may be gaps and what deserves closer attention next.

Bookkeeping & Data Specialists

Bookkeeping & Data Specialists

Payroll & Compliance

Payroll & Compliance

Management Reporting & Cash Flow

Management Reporting & Cash Flow

Financial Systems & Processes

Financial Systems & Processes

Take our Business Finance Function Health Check

Fill in your details below, answer the questionnaire and we will send you your results.

What you will receive

our Finance Function Health Check gives you two levels of insight.

Your overall result

You’ll receive an overall Finance Function Health Score with an explanation of what that result means for your business.

Your overall result

You’ll receive an overall Finance Function Health Score with an explanation of what that result means for your business.

Your personalised Playbook

Your Playbook provides a more detailed view of how you performed across each section of the Health Check, along with guidance to help you understand the areas that may need further attention.

Your personalised Playbook

Your Playbook provides a more detailed view of how you performed across each section of the Health Check, along with guidance to help you understand the areas that may need further attention.

Built on more than 40 years of bookkeeping experience

Professional Bookkeeping Service has supported Australian businesses since 1983 and today works with established and growing businesses across bookkeeping, payroll, reporting and financial systems.

Professional Bookkeeping Service is a registered BAS Agent and works with platforms including Xero, Employment Hero Payroll, Dext, OFX and Karbon.
  • Supporting Australian businesses since 1983

  • Registered BAS Agents

  • Specialist bookkeeping, payroll and reporting expertise

What our clients are saying about us

What our clients are saying about us

What our clients are saying about us

What our clients are saying about us

What our clients are saying about us

Frequently Asked Questions

Find helpful answers to common questions about working with Professional Bookkeeping Service.

Who is the Finance Function Health Check for?
What does the Health Check cover?
What will I receive after completing it?
Do I need to be a client?
What if I already know my finance setup needs attention?

Not sure whether your current setup is still right for your business?

If you are unsure where the gaps are, the Finance Function Health Check can help you understand how your bookkeeping, payroll, reporting and financial systems are currently performing.


If you already know that parts of your finance function need attention, contact PBS to discuss your current setup with the team.

Moving Beyond the Traditional Bookkeeper

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Moving Beyond the Traditional Bookkeeper

Newsletter

Sign up to our newsletter and never miss update.

Professional Bookkeeping Service © 2026
Terms & Conditions – Privacy Policy
Liability limited by a scheme approved under professional standards legislation.