Xero Accountant | Xero Migration | Xero Support | Xero Training | Crypto Accounting
+44 0203 488 6202
info@ecloud-experts.com
Xero Health Check
The Xero Health Check reviews your accounting system for accuracy, efficiency, and compliance, identifying errors and providing actionable recommendations to optimize financial processes and maximize your Xero platform’s performance.
Businesses We've Supported
What our client Says
Xero Health Check
The Xero Health Check is a comprehensive review aimed at ensuring your accounts and records are accurate, reliable, and aligned with best bookkeeping practices—an essential foundation for business success. Financial records riddled with vulnerabilities or errors can lead to costly mistakes and poor decision-making. This service is conducted by a Xero-certified advisor and qualified accountant who will thoroughly assess your Xero account to pinpoint and address any potential issues.
During the review, we focus on identifying discrepancies, inefficiencies, or inconsistencies in your financial data. This includes reviewing account reconciliations, invoice and expense management, tax codes, and reporting settings. By doing so, we not only address existing issues but also implement practices that minimize future risks. Whether you’re new to Xero or have been using it for years, our Health Check ensures your system is optimized for accuracy and efficiency.
Once the assessment is complete, we provide you with a detailed report outlining our findings and actionable recommendations. This empowers you to maintain clean, compliant records and make informed business decisions. The Xero Health Check is an investment in the financial health and longevity of your business, giving you the confidence to focus on growth and success.
What’s Included in our Xero Health Check
- Review charts of accounts
- Review of VAT settings
- Review Conversion balance
- Review tracking category
- Review bank feed errors
- Review payment gateway setup
- Review app integration
- Review invoice settings
- Review payroll and pension setup
- Fixed Asset Register setup check
- Inventory function setup check
- Expense Claim function cleanup and check
- Review of manual journals
- Review of old outstanding invoices & bills
- Review Email templates
- Review of published reports
- Review of recurring bank rules
- Thorough review of your Xero Audit Trail
FAQs for Xero Health Check
A Xero Health Check is a professional review of your Xero accounting system to identify errors, inefficiencies, and ensure compliance with best bookkeeping practices. It helps optimize your financial processes and maintain accurate records.
The Health Check is conducted by a Xero-certified advisor and qualified accountant with expertise in identifying and resolving issues within Xero.
A Health Check ensures your financial data is accurate, reliable, and free of vulnerabilities. It minimizes risks, improves decision-making, and helps you maintain compliance with financial regulations.
It includes a review of account reconciliations, tax codes, invoice and expense management, chart of accounts, reporting settings, and overall system efficiency. You’ll receive a detailed report with actionable recommendations.
The duration varies depending on the complexity of your accounts, but most Health Checks are completed within a few days.
You’ll gain confidence in your financial records, improve system efficiency, identify potential risks, and ensure compliance with bookkeeping standards.
You’ll grant limited access to your Xero account for the advisor to conduct the review. Access can be revoked at any time after the process.
It’s recommended annually or whenever significant changes occur in your business or financial processes.
Yes, your data is handled with the utmost confidentiality and in compliance with data protection standards.
Contact us to schedule your Xero Health Check. We’ll guide you through the process and ensure your system is in top shape.
Yes, while the primary focus is on identifying issues, the recommendations provided often include solutions. If further assistance is needed to implement fixes, our team can offer ongoing support.
Absolutely! Whether you’re a small business, a growing enterprise, or a freelancer, the Health Check is tailored to your needs to ensure your Xero setup supports your goals effectively.
Why eCloud Experts for Xero Health Check?
Certified Advisor
We are Xero certified advisor and Champion partner
Migration Specialist
Extensive knowledge of Xero Migration, applications, and system
Bespoke Support
We provide bespoke Xero Support based on your needs
Expert Trainers
Award winning Xero trainers and consultants
Looking for a Bespoke Xero Support for your business? Click below!
Check out our related service
Xero Monthly Payroll Support
We provide Monthly Xero Payroll
Support for one employee to up to 100+
Employees.
Xero Monthly Support
In addition to our Xero Hourly support,
we also offer Xero Monthly Support
Never Do It On Your Own Again
With us as your Xero advisor, you can get a handle on your business’s finances through the power of Xero and the apps which integrate with it. We make sure that every single day is business as usual for you and your team.