Xero Health Check
Simply choose the package that suits your needs
Call 01727 818 262 or email us for personal guidance
Would you like to get more out of Xero but don’t know how?
Can’t create a custom report? Entered something in the wrong place and can’t fix it? Got unreconciled lines but can’t find them? Does your balance, not balance?
As a dedicated Xero Bookkeeping partner, we’d love to help you get to grips with all of Xero’s fabulous functions?!
Ever wondered if there was someone who could help, a friendly Xero expert who will speak in your language? You have come to the right place. Our team of experienced, approachable bookkeepers will help you identify, decipher and fix issues.
Xero Health Check Process
Review
We schedule an online meeting where we discuss your existing Xero set up, your reports, frustration and the issues you are facing.
The meeting will take no more than an hour.
Assessment
You grant us temporary access to your Xero system – we are happy to sign an NDA – so we can review all areas of your account.
We will assess your Xero package and review areas such as reconciliation balances not matching, inconsistent feeds, custom reports, credit control and more.
Report
Once the review is completed we will provide a full report, detailing our findings, suggestions and solutions.
The report will be emailed within ten working days of the initial meeting
Packages
The Launch Pad
£199.00
The perfect package for a smooth takeoff. Started Xero but not sure its working properly? Do you need to add to your chart of accounts, did your conversion balance entry not work. Can’t integrate other systems you use to Xero? We can review and suggest fixes and integrations.
Find out moreIdeal for new or young businesses
Growth Spurt
£299.00
Do you use different add-ons in Xero that aren’t working as seamlessly as you’d hoped? Need help unpicking the issues? We can solve issues with Payroll, Projects, Expenses, Hubdoc, Dext and much more… We can review and suggest fixes and integrations.
Find out moreIdeal for growing businesses
Sky’s the Limit
from £499.00
Has your business taken off so fast but your systems are lagging behind, do you need assistance with your e-commerce platforms and their integration into Xero? Does your stock system not reflect the numbers you need? We can review and suggest fixes and integrations.
Find out moreIdeal for larger businesses
What our clients say
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to see how we can help you with your to-do list for work and home