Xero Health Check

Who should use this service

If you aren’t feeling conformable about the state and setup of your Xero file and know there is probably a better way of doing things, then we can point you in the right direction.

If you feel there are errors in your records, we can help identify those errors and provide a solution on how to stop them from happening in the future.

If your accountant has ever said to you, we had to charge you extra to clean up the file before we could start preparing your end of year, you would benefit from this service.

How we deliver this service

Our advisor’s are Certified Xero Experts and understand the efficiency Xero can offer when used to its full potential.

Using a well establishment checklist that covers all business operations, we work through each area of your Xero file and provide you with a report that presents our findings in plan English. The report will highlight areas that are misleading your reports along with recommendation on bookkeeping processes to implement to be more efficient and consistent

We will contact you with a 30 minute one on one follow up zoom call to ensure you understand all areas of the report and how to implement the recommendations.

Wondering about Confidentiality and Security? We prioritise the security and confidentiality of your financial data. We employ robust security measures to safeguard your information and comply with industry best practices.

Your Investment

A review, full finds report and 30 minute follow up zoom call is $250 + GST.

If you choose to come on board with Codification for any other services, we will apply $100 + GST credit towards your next service.

Check out Accounts Q&A’s service offering if you just have a few questions about your Xero file.