Xero Health Check
Find out if your accounts are in good shape.
Get recommendations of best-practices and apps you can use to run your business better!
Gain a clear understanding of your account status and actionable insights with our Xero health check.
To begin discussing your accounts, we need to understand your current financial position and your future goals. We will review your accounts to identify any adjustments needed to align with your objectives, recommend best practices, and highlight areas for improvement. You will receive a detailed written report within 48 hours.
Who is a Xero health check best for?
WE WILL REVIEW:
- Financial and organisational details, including GST registration
- Chart of accounts and its relation to GST
- Balance sheet for identifying issues
- Bank accounts and reconciliation processes
- Payroll setup and configuration
- Sales invoices and income recognition
- Bills and expenses management
- Integration of any apps you use into your accounts
- Use of journals
- Reporting and customisations
SO THAT YOU CAN:
- Identify and address any issues in the accounts
- Provide advice on best practices 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 $99 as a credit for you towards having the work completed.
from $99 + GST