Xero Health Check

xero health check

Our Xero Health Check package in a nutshell

This is what we do to get you a bookkeeping system health checked in Xero:

ONE TO ONE SESSION

The first step is a chat with you to find out all about your business and to gather the information needed.

system health check

We do a health check to your current bookkeeping system so we are sure that we start with a really clean set of books.

RECOMMENDATIONS AND TIPS

You will receive a PDF report with an exhaustive list of tips and recommendations.

SYSTEM WALKTHROUGH

During our final one-to-one session, we talk you through your new system and help with any questions you might have.

Xero Health Check

THIS IS WHAT YOU GET ONCE WE HAVE HEALTH CHECKED YOUR BOOKKEEPING SYSTEM IN XERO

Tidy and complete data set

Have a good starting point: with a nice, clean set of data, balanced and agreed to the previous year’s accounts.

Maximised automation

Have all the necessary organisation, finance, clients and suppliers information set up… to speed up and automate processes as much as possible.

Ready to get paid

Get real-time bank data: bank accounts, credit cards, PayPal and other payment services you might be using like Stripe or GoCardless are all connected.

Increased efficiency

Have any apps you use connected: point-of-sale, payment, record keeping, time recording, e-commerce, cashflow, reporting…

Business branding

Send invoices to your clients and prepare reporting using your own branding.

Better visibility on your business

Print out the basic financial reports you need.

Be in the know

Know when your financial year is and other tax deadlines like VAT, PAYE, CIS…

PEACE OF MIND

We equip you with the tools to do your own bookkeeping confidently.