Health Check of your Xero Account
A Xero health check is a structured review of your Xero setup and accounting processes. It identifies misconfigurations, reconciliation issues, and missed opportunities - then gives you a clear set of recommendations.
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$497 fixed fee
48hrs turnaround
Know with certainty the position of your accounts, and what you can do about it
Understand where you stand
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
Written report in 48 hours
We review your accounts to determine any work necessary to align them to your goals, recommend best practices, and suggest areas of improvement in a written report delivered in 48 hours
Fee credited if you proceed
If you choose to move ahead with us in actioning changes in your accounts, we apply the $497 as a credit towards having the work completed
Best for
Clear responsibilities
What we do, what you do
We will -
- financial and organisational information such as Goods and Services Tax (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
You will -
- flag any issues in the accounts to resolve
- advise on best practice and improvements
- 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
Frequently asked questions
Common questions about Xero Health Check
A Xero Health Check is an independent review of your Xero account by certified Xero advisors. We examine your chart of accounts, bank feed setup, GST coding accuracy, reconciliation status, payroll configuration, BAS alignment, and app integrations to identify errors, inefficiencies, and missed opportunities. You get a clear report showing what needs fixing, what could work better, and specific recommendations - such as apps that automate manual processes, or reporting improvements that give you better visibility into business performance
Most businesses that use Xero daily develop blind spots - incorrect GST coding that compounds over months, bank rules that miscategorise transactions, leave accruals that drift from actual entitlements, or manual processes that an app could automate. A Xero Health Check catches these issues before they become expensive. We regularly find GST errors worth thousands in overclaimed or underclaimed credits, payroll misconfigurations that create compliance risk, and reporting gaps that hide how the business is actually performing
A Xero Health Check is a fixed-fee engagement. The cost depends on the size of your file - the number of bank accounts, employees on payroll, and how many financial years need reviewing. We quote upfront after a quick look at the file. Most health checks uncover GST coding errors, payroll misconfiguration, or reconciliation issues that have been compounding unnoticed
We typically complete a Xero Health Check within 5 to 10 business days depending on the complexity of your accounts. The review itself involves examining your chart of accounts, bank feeds, reconciliation status, GST coding, payroll setup, BAS alignment, and app integrations. You receive a written report with findings and recommendations, followed by a walkthrough session where we explain each issue and the recommended fix
The most common issues we uncover: incorrect GST coding that inflates or understates your BAS, bank feed gaps creating missing or duplicated transactions, payroll settings that miscalculate award rates or leave accruals, a chart of accounts that doesn't match how the business actually operates, manual workarounds that an app integration could automate, and reporting that hides important detail behind overly broad categories. We rank everything by financial impact so you fix the expensive problems first