Xero Health Check

Does your new Xero file need a Health Check or a review to see if it is set up correctly?

Are you looking for assurance that your Xero file has been set up correctly if you or a friend has set it up recently? Book in now for our full Xero Health Check and Review.

We can give your Xero file set up a good Health Check and assure you that your Xero file has been set up correctly by going over all of the back end settings if you or a friend set it up yourselves.

  • Are you not sure if your Xero accounting software has been set up correctly?
  • Did you set it up yourself?
  • Did a friend or relative help you?
  • Not sure if the information you are putting in is coming out right?
  • Book in now for a one-time Xero Health Check. Have a Xero Gold Partner and Certified Xero Advisor check your Xero setup.
  • The Xero Health Check takes around two hours
  • It is conducted in our office in Belrose on Sydney’s Northern Beaches
  • We can also conduct our Xero Health Check by using Zoom software to any area in the greater Sydney region or anywhere within Australia
  • Make sure your reports and GST are accurate and get a bit more of an understanding of how Xero actually should be used to your best advantage.

Xero Health Check and Review

  • Organisational settings
  • Financial settings
  • Chart of accounts
  • Invoice template
  • Email template
  • Bank account and bank feed setup
  • Bank reconciliations
  • Bank rules

We also:

  • Offer limited email and telephone support
  • Show you some top Xero tips and tricks we have learnt along the way
  • Provide limited telephone and email support
  • Offer further Xero training and assistance as required