Xero Health Check

Using a 100+ point checklist, a Xero expert rigorously checks your Xero file and bookkeeping setup for inefficiencies which are costing you valuable time and money 

Make sure you've got accurate and up-to-date information to hand.

As a business owner you need know that you can rely on your financials to be correct so you can make the best business decisions.  Furthermore you need to know you are getting the most out of your software.  When it comes to your bookkeeping it‘s better to be proactive before something goes wrong.  In fact, when it comes to bookkeeping, the longer an underlying issue or inefficiency exists, the more expensive and time-consuming it usually is, to fix.  

Let us take a look and make sure your Xero file is in  good shape. 

Key Benefits:

Even if you’ve been using Xero for years, a Xero Business Health Check is still an important investment. It’s like getting your car serviced to make sure it keeps running at peak performance. 

Ensure your accounts are accurate

Give yourself peace of mind. The decisions you make on running and growing your business, should be based on accurate and up-to-date data.

Identify inefficiencies

Identify duplications, omissions and irregularities and fix them before they become problems.

Payroll Compliance

Ensure your payroll is setup correctly and compliant.

Create Efficiencies

We will make sure you are getting the most out of your monthly subscription. Xero is like any other expense in your business. You need to make sure you are extracting value.

Certified Professionals

All the tasks will be carried out by our highly qualified and certified Xero specialists

Just some of the things
we cover:

Bank feed errors

Unreconciled transactions

Online Payments

Invoices that should be written off

Inventory

Expense claims

Fixed Assets

Reports

Xero App Integrations

Check Budgets & Cashflow

Payroll

Email settings and much, much more!

What you will receive:

Certified Professional

A Xero expert rigorously checks your Xero file and bookkeeping setup for errors that could be costing you valuable time and money

Our 10 step plan

We will provide an analysis report along with an implementation plan upon reviewing your file with our systematic approach.

Peace of Mind

Peace of mind knowing that tasks will be completed correctly, on time every time. Without exception

We'll check in periodically to see you're tracking. Don't worry, we wont leave you on your own!

Some common questions we get

We start with a meeting to understand the requirements of your business.  You would authorise and give us access to your file.  We would then check some of the standard things like:

  • Bank feeds. statement and balances 
  • Reconciliations and unreconciled transactions 
  • Check your initial set up & conversion balances 
  • Check your customise invoices & email templates 
  • Review the chart of accounts 
  • Ensure your P&L and Balance Sheet are useful 
  • Check GST codes for each account 
  • Review GST reporting 
  • Check your wages setup, leave accruals, superannuation calculations 
  • And so much more

For a limited time, we are offering a Business Xero Health Check for free.  We will review  and provide an analysis report along with an implementation plan

If you’re not a client and you feel like something is wrong with your Xero account, we understand there’s no harm in being proactive and getting a certified expert to look under the bonnet!  At BPI, we work with clients who are forward thinking, proactive and we love working with people who care! Reach out and find out how we can help. In any case, we don’t take on new clients who are already using Xero without doing a Health Check so we would be happy to ease your concerns. 

CLICK HERE FOR A FREE CONSULTION. 

We are offering a Business Xero Health Check for free. In the new year we will be running a health check on all our business client and we’ll send you your report in due course.  In the interim, if you have some more pressing concerns, please don’t hesitate to reach out 

CLICK HERE FOR A FREE CONSULTATION

If your business could do with a check up or you're interested in finding out more?