Xero Health Check

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Xero Health Check

Getting Started with Xero for Beginners

We offer a full Xero Health Check. Make sure your setup is correct from the beginning and gain valuable insights into working with Xero the most efficient way.

Are you not sure if your Xero accounting software has been setup correctly? Did you set it up yourself or did a friend or relative set it up for you but you are not quite sure if the information you are putting in is coming out right?

The Xero Health Check takes around two hours and can either be conducted in our office in Belrose or you can invite us into your Xero datafile and we can check it over remotely from anywhere in Australia.

Our Xero Health Check includes:

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

We will also:

  • Offer limited email and telephone support
  • Show you some top Xero tips and tricks

The Xero Health Check cost is a set fee and will need to be prepaid to lock in your preferred meeting time. We offer limited telephone and email support after the Health Check but will need to charge if the support exceeds a quick phone call or question.

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