SERVICES OVERVIEW
SERVICES OVERVIEW
Three Ways to Get Xero Working Properly
The right service depends on where you are now and how much practical help you need.
Xero Set-Up & Running
Start with Xero set up around your business
For businesses moving to Xero or setting it up for the first time.
We build the essential parts of your Xero system, connect the tools you use and show you how to manage your bookkeeping confidently from day one.
Included:
- 5• One-to-one discovery session
- 5• Complete Xero system set-up
- 5• Bank feeds, payment tools and app connections
- 5• Practical recommendations and automation
- 5• Live walkthrough of your new system
Main Outcome:
A clean, organised Xero account and a clear understanding of how to use it.
Xero Health Check
Find out what is working and what needs attention
For businesses already using Xero but unsure whether everything is correct or working efficiently.
We review your set-up and bookkeeping records, identify gaps or errors and provide a clear, prioritised action plan.
Included:
- 5• One-to-one discovery session
- 5• Detailed Xero set-up review
- 5• Review of records and reports
- 5• Practical written action plan
- 5• Walkthrough of our findings
Main Outcome:
Clarity about the condition of your bookkeeping and a practical plan for improving it.
Xero Health Check & Fixes
Identify the problems and get them corrected
For businesses whose Xero records need practical corrections, not just recommendations.
We complete a detailed review, carry out the agreed fixes and leave you with a cleaner, more reliable system.
Included:
- 5• One-to-one discovery session
- 5• Detailed system and bookkeeping review
- 5• Agreed corrections and clean-up work
- 5• Workflow and automation improvements
- 5• Report and live handover session
Main Outcome:
Cleaner records, more dependable reports and greater confidence managing Xero.
What about the pricing?
Every business is unique — and so is every business owner
The pricing on this page is a guide only. Get in touch to arrange a face-to-face or online chat, so we can get to know you and understand your specific needs.
From there, we’ll recommend the service package that suits you best and provide a tailored quote.
NEXT STEPS…
Download the complete service guide below to compare all three options in one place.
Explore our blog for practical bookkeeping articles and clear Xero guidance, written for business owners who manage their own records.