If your Accounting Seed environment isn’t performing the way it should, our Health Check uncovers the root causes and outlines the path to correction. You walk away with a clear scorecard and a prioritized plan to strengthen your setup.
Your review includes a full look at how Accounting Seed is built, how your team uses it, and where the system is blocking your reporting and workflows.
The System Scorecard is a structured report that gives you:
Companies use the Scorecard to guide cleanup work, plan upgrades, or prepare for changes in staffing or accounting processes.
Before committing to a full Health Check, you can take our Workflow Stress Test. A brief self‑assessment designed to pinpoint where your Accounting Seed workflows are breaking down.
It’s efficient, practical, and immediately highlights your most significant risks.
With your Scorecard in hand, you decide how to move forward. Some teams engage us for a full Accounting Seed Implementation cleanup. Others choose ongoing support through our Fractional Accounting Services.
You’re also free to use the findings internally. The Health Check provides meaningful value regardless of the route you take.
We keep things simple and practical.
01. Discovery
We learn how your business works and what problems you want to solve.
02. System Review
We assess your current Salesforce setup, including workflows, data, and accounting structure.
03. Build or Cleanup
We fix issues, redesign processes, and automate where it makes sense.
04. Testing and Training
Your team gets a system that works and knows how to use it.
05. Ongoing Support
If needed, we continue supporting your team with accounting and Salesforce updates.
If your setup feels messy or your reporting isn’t matching expectations, a Health Check reveals exactly what’s happening behind the scenes, and what to do next.
We look at your setup, workflows, automation, data consistency, reporting structure, and any areas that slow down your accounting process.
The audit uncovers errors, missing links, and workflow gaps that create delays. Fixing these issues makes your close faster and more consistent.
Yes. The Scorecard gives you a clear list of issues and priorities, making future improvements easier whether you use our team or handle the changes internally.
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