What our clients say
Xero Health Check
Xero Health Check ensures that your accounts and records are in top condition, which is essential to the success of your business. We carry out the check to ensure that good bookkeeping practice is in place. Vulnerabilities or errors in your business data can cause many problems and lead to wrong decisions. These Health Checks are conducted by Xero certified advisor and qualified accountant who will once given access to your Xero account.
Benefit of Xero Health Check
- NEnsure your organization accounts are accurate
- NIdentify errors, duplications and/or omissions
- NIdentify a need for training to ensure errors aren’t repeated
- N Identify problem areas and rectify before other issues arise
- NEnsure any additions or changes (i.e additional accounts) since setup or your last Health Check have been implemented correctly
- NPeace of mind!
What is included in Xero Health Check?
- NReview charts of accounts
- NReview of VAT settings
- NReview Conversion balance
- NReview tracking category
- NReview bank feed errors
- NReview payment gateway setup
- NReview app integration
- NReview invoice settings
- NReview payroll and pension setup
- NFixed Asset Register setup check
- NInventory function setup check
- NExpense Claim function cleanup and check
- NReview of manual journals
- NReview of old outstanding invoices & bills
- NReview Email templates
- NReview of published reports
- NReview of recurring bank rules
- NThorough review of your Xero Audit Trail
Our Xero health check service cost just £199 for each set of Xero accounts.
When the health check has been done, you will receive a report showing you all the areas we have reviewed with accompanying notes and recommendations. The report will include;
- A full report of our findings
- A checklist of actions to take
- A review call via zoom to discuss the findings and plan of action
- Buy Xero Health Check service at our Book now page
- Invite us into your Xero account- firstname.lastname@example.org
- We will take a look at your account and run a number of checks for you
- We will send you a report via email and talk through it over Zoom
We aim to complete Health check within 3-5 working days.
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.