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Xero Health Check
Not sure if your Xero setup is working as it should? A Xero Health Check helps you find hidden issues, tidy things up, and make sure everything’s running smoothly. We’ll give you easy-to-follow advice to boost accuracy, stay compliant, and get the most out of Xero—no stress, just smarter accounting.
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Why a Xero Health Check Matters for Your Business?
Running a business is challenging enough without worrying whether your financial records are accurate. That’s where a Xero Health Check comes in. Think of it as a routine check-up for your accounting system—designed to make sure everything’s in order, reliable, and aligned with the best bookkeeping practices. Clean books are the backbone of smart decision-making, while messy records can lead to costly mistakes you definitely want to avoid.
This service is carried out by a Xero-certified advisor and qualified accountant who takes a deep dive into your Xero account to uncover any hidden issues or inefficiencies.
What We Review During Your Xero Health Check?
During the review, we look closely at things like account reconciliations, invoices, expenses, tax codes, and reporting settings. Our goal? To catch and fix any discrepancies, clean up inconsistencies, and streamline your processes—whether you’re brand new to Xero or have been using it for years.
Once we’ve completed the check-up, you’ll receive a detailed, easy-to-understand report with clear recommendations tailored to your business. It’s not just about fixing what’s wrong—it’s about setting you up for long-term success with a more accurate, efficient, and compliant Xero setup.
A Xero Health Check is more than just a service—it’s peace of mind. It helps you stay in control, avoid risks, and focus on what matters most: growing your business with confidence.
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!
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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.