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CAN YOU TRUST YOUR NUMBERS?

 

Xero File Health Check

 

SAVE ME NOW!

CAN YOU TRUST YOUR NUMBERS?

 

Xero File Health Check

 

SAVE ME NOW!

Benefits of a Xero File Health Check

No Costly Mistakes

Identify errors and problem areas in your account, before they cost you money!

Trust Your Numbers

Real time, meaningful insights into the day to day running of your accounting and bookkeeping processes within your business. 

Have Accurate Financial Data

To make more informed business decisions!

I'M SOLD - LET ME IN!

Symptoms of Needing a XERO Health Check

How a Health Check Works

ENQUIRE ONLINE

  • Fill in an enquiry form.
  • We gather some basic contact information so we can get in touch and introduce ourselves and answer any questions you might have.

XERO ACCESS

  • You give us authority to access the Xero file.
  • Don’t worry, we’ll show you how to add us in as a user.
  • Your data is safe with us.
  • We promise you the strictest of confidentiality and privacy.
  • When the health check is over, we will show you how to remove us as a user if you so wish.

XERO HEALTH CHECK

  • We Identify errors and recommend improvements in your Xero File and Bookkeeping setup and procedures.
  • Our aim is to ensure that your bookkeeping is tax compliant, accurate and efficient.
  • Ultimately, giving you insight into your day to day financials of your business to make more informed decisions.
  • This Step typically takes around two weeks from the time we gain access.

FINDINGS 

  • We provide a detailed written report on our findings.
  • We recommend improvements in the Xero file set up and procedures.
  • We’ll  schedule a 30 min followup phone call.
  • This is a good opportunity for you to ask any questions about our findings.
  • We are  here to provide ongoing support, advice, implementation and training if you so wish.

Benefits of a XERO Health Check

  • Ensure your accounts are accurate.

  • Identify errors, duplications and omissions

  • Identify problem areas and fix them before more issues arise.

  • Make sure that any changes have been implemented correctly.

  • Flag training needs to ensure that errors are not repeated.

  • Have accurate financial data to make better business decisions.

I'm Ready!

See For Yourself

"Magdaleen has been working with us for over a year now. When it comes to Xero, Magdaleen knows it all - and her services have helped us save over $20,000 in bookkeeping fees. In addition to that, she’s also provided us with a deeper understanding of the business through add on applications that bundle with Xero. Thank you, Magdaleen!"

ALEXIS HOY - LIFESTYLE TRADIE PTY LTD

Choose your package

STANDARD

$489

  • Check bank feeds, reconciliations and balances
  • Review of standard automations within Xero
  • Issues Identified and recommendations provided in a detailed PDF Report
  • 30 min Zoom Health Check consultation.
SIGN UP NOW

ADVANCED

$689

  • Check bank feeds, reconciliations and balances
  • Review of standard automations within Xero
  • Issues Identified and recommendations provided in a detailed PDF Report
  • Review and feedback on the Chart of Accounts
  • Feedback on your management report layout
  • Advanced Automation and Xero Add On recommendations
  • 45 Min Zoom Health Check consultation
SIGN UP NOW

Receive timely updates on all things XERO and compliance OR send us a message if you would like to know more about our services. 

Receive timely updates on all things XERO and compliance OR send us a message if you would like to know more about our services.