Ensuring Good Bookkeeping Practices: Xero Health Checks for Your Business
Xero Health Check is a vital service for businesses seeking to ensure that their accounting records remain accurate and up-to-date. Conducted by Xero-certified advisors and qualified accountants at Xero Experts, these checks ensure that good bookkeeping practice is taking place and that any errors in your business data can be identified before they cause bigger problems.
Our team will carry out a thorough review of your accounts, including identifying and correcting any errors, redundancies, or omissions in your Xero data. We will also evaluate your accounting processes to ensure they are organised and efficient, saving you time and effort.
Don’t leave your accounting records to chance. Contact us today to learn how Xero Health Check can help your business stay on top of its finances and achieve its goals.
Discover the Benefits of Conducting a Xero Health Check for Your Business!
With a comprehensive Xero Health Check, you can identify and address challenges quickly, ensuring financial health is always in order.
With Xero health check, you can:
- Verify the accuracy of your business accounts in Xero
- Detect any mistakes, repetitions, or gaps
- Identify areas where training is required to prevent recurring errors
- Detect and fix potential problems before they become bigger issues
- Confirm that any new additions or modifications (such as additional accounts) have been correctly set up since your last health check
- Enjoy peace of mind, knowing that everything is in order
Who needs a Xero Health Check?
Xero Health Check can help ensure your business’s financial health is in order. It provides a full review of your current Xero setup to identify areas where improvements and adjustments can be made, helping to increase efficiency, reduce errors, save time, and improve accuracy.
It is ideal for:
- Businesses who are new to using Xero
- Who have not conducted a regular check-up on their existing Xero system
- Businesses with multiple users accessing the same Xero accounts
- Business owners looking for ways to optimise their accounting processes and procedures
- Businesses looking for ways to maximise accuracy while minimising manual effort
Why Choose Xero Experts for Your Xero Health check?
We are Xero Gold Partner and Certified advisors
In-depth Xero migration, add-ons, and systems knowledge
We upgrade the skills of your in-house finance team
Team of experts with years of experience in accounting and finance
Tailored solutions designed to meet your specific requirements
Proven track record of success
What We Check for When We Perform Xero Health Check
- Charts of accounts review
- VAT settings review
- Conversion balance review
- Tracking category review
- Bank feed error check
- Payment gateway setup review
- Manual journals review
- Invoice settings review
- Payroll and pension setup check
- Fixed asset register setup check
- Inventory function setup check
- Expense claim function clean-up and check
- Old outstanding invoices & bills review
- Profit & loss and balance sheet review
- Email templates review
- Published reports review
- Recurring bank rules review
- Thorough Xero audit trail review
- App integration review
What Happens After the Health Check?
After completing the Xero Health Check, we will provide you with a comprehensive report that details all the areas we have reviewed, along with our notes and recommendations. This report will include the following:
- A detailed summary of our findings, including any errors, inconsistencies, or areas of improvement we have identified
- A checklist of actions that you can take to address the issues we have highlighted and improve your financial management practices
- A review call via Zoom with one of our Xero-certified advisors and qualified accountants to discuss the findings and plan of action. During this call, we will go over the report with you, answer any questions you may have, and provide you with tailored advice on how to optimise your Xero account and improve your financial processes
By providing you with a clear roadmap for improving your financial management practices and ensuring that you have a thorough understanding of the issues at hand, we aim to empower you to take control of your finances and drive your business forward.
Ready to get started?
Our Xero Health check is available for a reasonable price of £199 for each set of Xero accounts.
How Does It Work?
