A no-cost, no-obligation check that Xero and the apps connected to it are set up properly, talking to each other and saving you time. You get a clear, easy-to-read summary and a free 15 minute chat to go through it.
What we check
Is your Xero file set up properly and using the features that save you time, like bank rules and batch payments?
Do Xero and the apps connected to it (job management, payroll, expenses and payments) work together without double handling?
Is super set up to be paid with each pay run under Payday Super, and are you paying super for any contractors who need it?
Is payroll set up correctly and running smoothly?
Are bills coded, approved and paid on time, with batch payments where possible?
Are your bank accounts up to date and matching your books?
Are transactions coded correctly so your BAS is accurate and easy to lodge on time?
Are your invoices set up to go out quickly and accurately, so you get paid sooner?
Are your overheads and job costs tracked so you can see how each job or project is going?
Apps we check
We check that the apps connected to your Xero are set up properly and working together. These are some of the most common ones we see.
Using something else? Just ask, chances are we know it.
What you get, at no cost
No jargon and no pages of waffle. You'll see at a glance what's working well, what needs attention, and practical suggestions to save you time and improve your systems.
How it works
Give us a call or book a free 15 minute chat. We'll learn a bit about your business and the apps you use.
You give us temporary advisor access to your Xero file. No sharing passwords, and you can remove our access at any time.
Your findings are ready within 5 business days of us getting access to your Xero file.
A free 15 minute chat to discuss the findings, along with solutions and suggestions.
Health checks are currently available for Xero users only. Your information is kept confidential and only used for your health check.
Free and no obligation
Book a free 15 minute chat or give us a call, and we'll get your health check started.
100% Australian based - servicing clients across Australia