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
-
Inventory
-
Templates
-
Liability
-
Accounts such as payroll, superannuation, GST, PAYG payable
-
Asset register
-
Invoice settings and reminders
-
Initial setup
-
Conversion balance
-
Chart of accounts and tax codes
-
Bank accounts balance
-
Bank rules and automation
-
App integration
Implications of These Issues
-
Your bank balance shown in Xero does not agree with actual bank statements
-
You may be paying your liabilities incorrectly, such as incorrect amount of tax/GST
-
Your BAS / Tax return is incorrect
-
Your business decisions may be based on incorrect reports/figures
-
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.