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.

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?
Growing Businesses Companies Startups Sole Traders
We will review your -
  • 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

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
Get started today

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 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

Why do I need a Xero Health Check?

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

How much does a Xero Health Check cost?

A Xero Health Check is a fixed-fee engagement. The cost depends on the size of your Xero file - the number of bank accounts, employees on payroll, and how many financial years of data need reviewing. We quote upfront after a quick look at the file so you know the investment before we start. The health check typically pays for itself by uncovering GST coding errors, payroll misconfiguration, or reconciliation issues that would otherwise compound over time

How long does a Xero Health Check take?

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

What problems does a Xero Health Check find?

The most common issues we uncover include incorrect GST coding on transactions that inflates or understates your BAS, bank feed gaps that create missing or duplicated transactions, payroll settings that miscalculate award rates or leave accruals, chart of accounts that does not match how the business actually operates, manual workarounds that an app integration could automate, and reporting that hides important detail behind overly broad account categories. We prioritise findings by financial impact so you fix the most costly issues first