Xero Health Check

Would your business benefit from a review of your Xero Account?

Ensuring your accounts and records are in the best of health is essential to the success of your business. Incomplete or errors within the data, can cause many problems and lead to bad decision making.

Xero is a brilliant accounting tool; it has the ability to suit most small businesses and is relatively simple and easy to use.  However,  all business owners can not be expected to be qualified accountants and may need the support and assistance to ensure their bookkeeping is correct.

With this in mind, we have introduced a Xero Health Check service for business owners to give them comfort that they are using Xero correctly and provide support where it is needed.

Why might you need a Xero Health Check?

  • Unsure whether you are using Xero to it's full potential

  • Worried your Xero is not set up properly

  • Concerned you are doing things ineffectively

  • You want to reduce your yearend accountancy fees, by giving your accountant a clean Xero data file

  • Interested to learn if there are additional apps you could use to make your life easier

What are the Benefits of a Xero Health Check?

Your Xero data and account will be reviewed by a qualified chartered accountant and Xero Certified Advisor.  You will be given an action plan to work to correct any errors and suggestions to save you time on your bookkeeping and reduce the work required for your year-end accounts.

Overall giving you peace of mind that your accounting records are clean, tidy and most importantly accurate.

A E Accountancy Services Ltd’s Xero Health Check includes:

  • The Xero Settings

  • Bank feeds and reconciliations

  • Chart of accounts set up

  • Fixed asset registers set up

  • A review your financials for errors or inconsistencies

  • Your opening balances

  • Your tax Settings

  • Review app integrations

  • Invoicing Setting and reports

What will I get following the Xero Health Check?

A full report of our findings

A checklist of actions to take

A review call to discuss the findings and plan of action.

 

The Xero Health Check will result in a clean Xero setup, complete and accurate data and a happy and informed business owner!

 

The cost of an A E Accountancy Services Ltd Xero Health Check is £225 plus VAT per entity.

If you would like to arrange a Xero Health Check, or have any questions please contact us.

If you think your business would benefit from a regular Xero review, please see our pricing page for details of our inclusive packages or contact us to discuss your individual requirements.