Xero Health Check

Does your Xero file need a Health Check or Full Review so you can feel confident using it?

Xero health check and training for those who have set Xero up themselves and want to make sure it is correct.

We can give your Xero file and bookkeeping system a good Health Check and assure you that your Xero file has been set up correctly using our Xero Gold Partner Health Check Template.

  • We can also help with Xero training and assistance to get you on the right track.
  • 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 Checkup 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.
  • We will also give you a free bookkeeping health check to make sure your bookkeeping processes are the most efficient.

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

What are you waiting for?

Book in now for your detailed Xero Health Check, Xero Training and Assistance and start feeling confident using your Xero Accounting Software and save yourself time, energy and stress.