Xero Health Check
Less admin, more freedom.
The Xero Health Check
Are you worried about your Xero?
Our experts in Xero can rigorously check your Xero file to find errors and processes that may be costing you time and money. Finding these errors can prevent you having to make decisions based on Xero data that might be inaccurate or even misleading.
The aim is to find issues early before they could become a serious problem in your Xero data. You might also prevent the need for a potentially expensive fix up when your accountant starts to prepare your financial statements.
What we Check:
- Conversion Balances and Bank Statement Balances
- Reconciliations and Bank Rules
- Unreconciled Transactions
- Transaction Errors, Duplicates and Missing Information
- Chart of Accounts and Tracking Categories
- Bank Feeds and Payment Gateways
- Organisational Defaults and Invoice Settings
- Fixed Assets and Inventory
- Manual Journals
- Outstanding Invoices and Supplier Bills
- Email Templates and Reminder Settings
- Published Reports
- Expense Claims and Expense On-charging
- Process Automations and PDF Storage
What's Included:
- Minor corrections are often fixed during the check
- After the check you'll receive a written report with recommendations
- You'll meet with our Xero expert on a 30min zoom to go over the report and answer any questions
We can also customise your Xero Health Check where you tell us which areas you want checked. Just ask.