
Xero Health Check

Operate At Your Best
Our Xero health check is a detailed review of your existing Xero file by an expert Xero certified accountant. We carry out a comprehensive check to ensure that your setup is done correctly, and is taking full advantage of the functionality of Xero including all automation.
Areas Include
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Inventory
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Templates
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Liability
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Accounts such as payroll, superannuation, GST, PAYG payable
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Asset register
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Invoice settings and reminders
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Initial setup
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Conversion balance
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Chart of accounts and tax codes
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Bank accounts balance
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Bank rules and automation
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App integration
Implications of These Issues
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Your bank balance shown in Xero does not agree with actual bank statements
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You may be paying your liabilities incorrectly, such as incorrect amount of tax/GST
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Your BAS / Tax return is incorrect
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Your business decisions may be based on incorrect reports/figures
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You may not be compliant with ATO regulations, risking potential fines
We will give you a report where we list all our findings and any errors. We can then provide you with a recommendation to ensure accuracy of your data, and help you to work in the most efficient way with Xero.