Overall Health Score
Certified Xero Expert Accountant
PDF Report
Personalised Video Commentary
What we look at
Review and feedback of Chart of Accounts
Duplicate Contacts
Patterns in your regular suppliers
Contacts with varying VAT treatment
Contacts coded to multiple accounts
Unreconciled Transactions
Aged Debtors (Money owed to you)
Fixed Assets & Depreciation
Summary of Tax Accounts
Dividends Declared
How it works
01
Complete our online form to provide some basic information about the business. Tell us about how your business operates and how you are using Xero.
02
We carry out our checks looking for any errors of improvements you could make to your Xero set up. We will email a PDF report that also includes an overall health score.
03
We will email you with instructions so you can provide us with full access to your Xero account. Once we are finished with the Health Check we will remove our access.
04
Alongside the report we will also email a detailed personalised video providing additional commentary. You can then book in a 15 minute call to ask us questions about the report or Xero.
Our Package
