Feel confident with your financial reporting with our Xero Health Check and Full Review!
Your Local Xero Gold Partner and Xero Certified Advisor
We provide a complete Xero Health Check up and review of your current Xero file to make sure the reports you are producing to gain valuable insight into your financial position are correct.
This is especially useful for anyone who has set Xero up themselves or had a friend give them a hand.
Let us give your Xero file and bookkeeping system a good Health Check using our Xero Gold Partner Health Checklist Template.
Our Xero Qualifications and Experience
Our team of experienced Sydney bookkeepers, registered BAS agents and certified Xero advisors are committed to delivering exceptional bookkeeping services to help you stay organized and in control of your finances. You can find us on the Xero Advisory Directory for more information
About Your Xero Health Check and Review
- 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 Check Up 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.
- You may also like to take advantage of some additional Xero training and assistance to make sure you are on the right track
- We also offer our supervisory bookkeeping and BAS agent services for clients who like to take care of their everyday coding off and reconciliations, we review their accounts, then prepare and lodge the BAS each quarter
What is Included in Your 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 can also:
- 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
GET STARTED NOW
Book Your Free No Obligation Consultation or Give Us a Call.
Get Your Xero File Set Up Reviewed!
Make sure your Xero backend settings are correct!
Feel Confident with the figures being generated on your financial reporting!
Get those niggly little questions you have about Xero answered!