Xero Health Check

Xero Health Check – An important investment for every business! 

How much are bookkeeping errors costing you?

You would be amazed at the high number of errors and financial improvements our Certified Xero Whiz’s have found, when reviewing a business’s Xero file. 


A Xero Health Check is a necessary activity and an important investment for every business.  To be able to identify financial data risks, bookkeeping errors, and compliance errors early, can have a marked impact on the profitability and financial viability of every business.  

We love Xero, and it is an amazing accounting software that we recommend to all business owners.  However, as great as the Xero software is, if your Xero file has not been set up correctly, or has not been customised specifically for your business needs, then you will not be receiving the full benefits from your Xero accounting system. 

Likewise, your Xero accounting file is only as good as the quality of the financial data that is being recorded within the software.  Many business owners are understandably unaware of the errors and risks that can exist in their Xero file.  If the underlying bookkeeping entries and financial data are inaccurate or incomplete, or in some cases hidden from an owner's view or knowledge, it can be catastrophic to a business’s financial viability. 

How can a business owner, or business manager, make important business and financial decisions, if there are bookkeeping errors in their Xero file.  If the financial data and subsequent financial reporting in Xero is incorrect, business financial decisions are ill-informed and potentially very damaging to the profitability and continued operation of the business.  The sustainability of a business can be challenging enough, without being hampered by bookkeeping errors and financial risks in your business accounting system.

A Xero Health Check from one of our Certified Xero Whiz's can help prevent a business heading, and a lot of the time unknowingly, in the wrong direction.  The sooner Xero bookkeeping errors and financial risks are detected and resolved, the sooner a business can transition from feeling constantly financially stressed, to an enviable thriving business position, with the knowledge and confidence that their business accounts in Xero are accurate and working in their best financial interest.  


Xero Health Checks – Expert review from Certified & Award-Winning Xero Whiz’s
 

A Xero Health Check involves one of our Certified Xero Whiz’s conducting an expert review of your Xero file.  We are passionate about everything Xero, our team are trained and up to date with the latest Xero features, which is testament to our prior recognition as a Xero Bookkeeping Partner of the Year. 

We love how Xero accounting software can assist business owners, particularly when the Xero file is set-up correctly and configured to provide the most benefits to the business.  Our aim is to consider your business risks, and to ensure your bookkeeping and the financial data in Xero is accurate and tax compliant.   

Our Xero file review identifies errors in your Xero file setup, problems with your accounts, risks with your financial data, and areas to improve efficiency and reduce costs through automation and technology.  The extent of the review performed will be in accordance with the Xero Health Check option you have selected. 

We have partnered with a very secure and amazingly powerful data quality and risk detection technology provider, and in combination with our award-winning Xero advisors, our process to review your Xero file is very comprehensive, efficient and provides such an important insight for all businesses using Xero.

At the completion of our Xero Health Check, you will receive a PDF report with our findings, and a list of recommended actions.  We will also schedule a phone call and/or virtual meeting to discuss the findings and recommendations directly with you, and to assist with any initial questions. 

Please note:
There is no mandatory requirement to engage our Xero Advisors to implement any recommended actions to your Xero file, or to commit to using our award-winning bookkeeping and business advisory services beyond the completion of your Xero Health Check.  We are available to discuss our services, if they are of interest to you. 


FREE* Basic Xero Health Check

We can help make your business finances easier and help your business to be strong and healthy in terms of efficiency and profitability.  As a part of our commitment in supporting businesses to be successful and sustainable, we are now offering a FREE Basic Xero Health Check.  

Our Basic Xero Health Check is perfect for business owners who are unsure of the need for a review of their Xero file but are interested in obtaining an important insight into any possible risks or issues, that our Certified Xero Whiz's may find within their current Xero file and business financials. 

If you are managing your own business accounts in Xero, or if you have set-up your own Xero file for your business, we would highly recommend taking advantage of our FREE Basic Xero Health Check.  

If you are a business that employs an internal accounts or administration resource to manage your bookkeeping and accounts in Xero, or you may engage an external bookkeeper or accountant to oversee your accounts and compliance in Xero, the Basic Xero Health Check will also be very beneficial as an independent check on the quality of your current Xero bookkeeping and accounts.  

As advised above, there is no mandatory requirement to engage our services following the completion of your Xero Health Check.  You may wish to share the findings with your current bookkeeping and accounting resources.

Please note:
* Our current offer of a FREE Basic Xero Health Check is a limited offer and only available to all new Basic Xero Health Check requests received by Friday 9th February 2024 - so don't delay!  Prioritise checking the current state of your Xero file and your business accounts, an important business action for the start of 2024! 


Choose a Xero Health Check Package 

In addition to our Basic Xero Health Check, we also offer two further Xero Health Check options, available for business’s who would prefer a more in-depth and detailed review of their Xero file and financial data.  

Our more detailed Xero Health Check options include; an Advanced Xero Health Check, and a dedicated Xero Payroll Health Check.  

The first step is to choose the right Xero Health Check option for you and your business.

1. BASIC Xero Health Check
Our Basic Xero Health Check includes a quality check of your Xero file setup. and the current bookkeeping performed in your Xero file.  A scan is performed on your key financial business data, to identify any potential issues, errors, anomalies and duplicates.

What may appear to be simple bookkeeping errors, like paying GST to a non-GST registeed business, making duplicate payments, sending duplicate invoices, financial risks with delayed receivable payments or fraudulent behaviour, can be critical to a business's cashflow and liability, if not identified and corrected.

Our fees for a Basic Xero Health Check start from: $375.00 +gst 

Please note: We are currently offering a FREE Basic Xero Health Check for all new Basic Xero Health Check requests received by Friday 9th February 2024.

2. ADVANCED Xero Health Check
Our Advanced Xero Health Check provides a more in-depth review of the Xero file and financial data. In addition to the checks performed within our Basic Xero Health Check, our Xero Advisors will review the chart of accounts, financial/management reports, custom settings, technology integrations, and will provide recommendations on best practices, system and process improvements, and automation and technology improvements.

Our fees for an Advanced Xero Health Check start from: $825.00 +gst 

Please note: We are currently offering a FREE Basic Xero Health Check for all new Basic Xero Health Check requests received by Friday 9th February 2024.  If you are eligible for the Free Basic Xero Health Check, you can upgrade to receive the Advanced Xero Health Check for only $450.00 +gst.

2. Xero PAYROLL Health Check
Our Xero Payroll Health Check provides a dedicated review of your payroll settings and processes in your Xero file.  It is common for business's to request the Xero Payroll Health Check in addition to the Advanced Xero Health Check.  Our Xero Advisors will review the payroll settings and processes, employee payments and entitlements, review payroll tax and Single Touch Payroll (STP) compliance, and will provide recommendations on best practices, system and process improvements, and payroll automation and risk minimisation.

Our fees for a dedicated Xero Payroll Health Check start from: $600.00 +gst

Please note: Our Xero Payroll Health Check also performs several checks at an individual employee level. In addition to the Xero Payroll Health Check fee, we typically incur an additional fee from $75.00 +gst per employee (depending on the complexity of the checks required, and the per employee amount may reduce depending on the number of employees to be reviewed).

Further details on each available Xero Health Check option, and the applicable fees for the more detailed Xero file reviews, can be discussed in more detail with our team. 


IMPORTANT:

If you choose to engage our Xero Advisors to action any corrections or recommendations that have been identified from our Xero Health Check on your Xero file, we will happily credit the fees incurred for your Xero Health Check package towards the work actioned.   

Xero Health Check Process 

If it is important to you, to have certainty in the accuracy of your business financials, and to have confidence in your business decisions …. then don’t delay, and contact our Xero Advisors now for a Health Check on your Xero file.  

With our award-winning Certified Xero Advisors, and in partnering with some amazingly powerful and secure data quality and risk detection technology, the process to review your Xero file has become incredibly easy, and delivers such an important insight for your business. 


Inviting our Xero Advisors to your Xero file is a very straight forward process.  Please contact our team for any assistance.

Important:  
Please know that as a Registered BAS Agent with the Tax Practitioners Board, our access to your Xero file is treated with the utmost respect and confidentiality. 

If privacy or security of financial information is a concern, we can provide you with a Confidentiality Agreement, and we are also readily available to assist with any queries that you may have regarding our access to your Xero file.

If our Xero Advisors are invited to your Xero file for the purposes of providing a Health Check on your Xero file, please know that we will not make any changes to the data recorded in your Xero file.  Our Xero Advisors are only viewing your Xero file, for the purpose of providing a review of your accounting file, and to provide you with important insights into the quality of your Xero file and our recommendations where changes are required


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