Know with certainty the position of your accounts, and what you can do about it with our Xero health check

The starting point of any conversation about your accounts, is for both of us to understand where things stand today, and where you want to be

We will review your accounts to determine any work necessary to align the accounts to your goals, recommend best practices, and suggest areas of improvement in a written report delivered in 48 hours

Who is a Xero health check best for?
We will review your -
  • financial and organisational information such as GST registration
  • chart of accounts and how it relates to your GST
  • balance sheet for issues
  • bank accounts and how you reconcile them
  • payroll and how it's set up
  • sales invoices and how you recognise income
  • bills and expenses
  • any apps that you use and how they are brought into the accounts
  • journals and how you use them
  • reporting and customisations

in order to -
  1. flag any issues in the accounts to resolve
  2. advise on best practice and improvements
  3. recommend a plan of action

If you choose to move ahead with us in actioning changes in your accounts, we will apply the $497 as a credit for you towards having the work completed
from $497

How does a Xero health check work?

Frequently asked questions about Xero Health Check

What is a Xero Health Check?

A Xero Health Check is an independent review of your Xero account by Xero certified advisors. It identifies errors in your accounts, helps you understand how to fix them, and also highlights potential opportunities for you. For example - apps or addons that you could use for your business, recommendations in processes to improve how you manage your accounts, or suggestions for how to get more out of Xero. A health check on Xero is the starting point to improving how you use Xero

Why do I need a Xero Health Check?

There's an old saying - you don't know what you don't know. The same is true for your business. This is why we started offering Xero health checks. We often see that people who are in their accounts each day are often are too close to the data and can overlook things that could be improved. Seeing the trees instead of the forest. Being Xero certified advisors we bring an independent external perspective to your accounts. Having worked with thousands of businesses across different industries our understanding of what works for various businesses is deep, and we bring those best-practice recommendations to you as part of the health check