Xero Health check

Find out what is working, what is not and what to do next

You are using Xero, but something does not feel quite right.

Perhaps your reports are difficult to understand, balances look unusual or everyday tasks take longer than they should.

The Xero Health Check gives you an expert review of your system and a clear plan for improving it.

We identify the issues and explain the next steps. You remain in control of completing the recommended changes.

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What’s included:

Discovery Session

We begin by discussing your business, your current bookkeeping process and the concerns or questions you would like the review to address.

 

Core Set-Up Review

We check your organisation settings, chart of accounts, bank feeds, VAT configuration, payment tools and other important Xero features.

 

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Bookkeeping Review

We examine your records and reports for missing information, unusual balances, unreconciled items, inconsistencies and common bookkeeping errors.

 

Practical Action Plan

You receive a focused report explaining what is working, what needs attention and the order in which the recommended improvements should be completed.

 

Findings Walkthrough

We talk through the findings, explain why they matter, answer your questions and make sure you understand the recommended next steps.

 

Here’s what you’ll walk away with:

  • A clear picture of the current condition of your bookkeeping
  • A better understanding of errors, gaps or inefficient processes
  • Opportunities to save time through improved workflows
  • Greater confidence in your VAT and financial reporting
  • More useful and reliable management reports
  • A prioritised action plan written in plain English
  • Recommendations tailored to your business
  • The knowledge needed to complete the improvements yourself

Starting at £350

Starting at

£350

​Is this familiar?

  • You have been using Xero but are unsure whether it is set up correctly
  • You inherited a Xero file from someone else
  • Your reports contain figures you do not understand
  • You are not confident that your bookkeeping is accurate
  • Your processes feel slow or unnecessarily complicated
  • You want a second opinion before VAT or year-end
  • You are comfortable making improvements once you know what to do

REPLACE UNCERTAINTY WITH A CLEAR PLAN

You do not have to continue wondering whether your bookkeeping is right.

A focused review can show you where you stand and give you a practical way forward.

Message us, download this service guide, or explore our other services.