FREE XERO HEALTH CHECK
HAS YOUR BUSINESS GROWN QUICKLY AND YOUR XERO FILE HASN’T KEPT PACE? OR IS IT TIME FOR A CHECK UP?
A regular health check, especially if you do your own bookkeeping, is an important investment. It’s like getting your car serviced to make sure it keeps running at peak performance.
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Maybe you have a chart of accounts that is full of meaningless accounts, GST coding that is a dog’s breakfast or management reports that honestly make absolutely no sense to you or you just don’t understand them.
How much are your bookkeeping errors, or lack of accurate records costing you?
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Some of the things we can identify in a health check:
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Bank accounts not balancing
Old transactions that have not been reconciled
Duplicate transactions in the bank account
Errors in settings
GST coding mistakes
Chart of Accounts coding issues
Included;
Review Xero Set Up
Check bank feeds, reconciliations + balances of each account
Review Charts of Accounts
Transaction Coding issues
GST review of the account transactions for the current financial year
Review of payroll setup
Detailed Report of findings and recommendations