Get a thorough Xero File Health Check from Jess, a Registered BAS Agent and Xero Silver Champion Partner, to ensure your financial records are in top shape.
 
Jess will review your Xero file and provide a detailed report identifying errors, discrepancies, and inefficiencies, along with clear and actionable insights on what needs to be done to clean up the file. This comprehensive review will help you stay on top of your finances with ease, ensuring your records are accurate, complete, and compliant.
 
Step 1: Book a Xero Health Check:
 
Book now and Jess will be in contact within 48 hours.
 
To get started, you'll need to give Jess permission to access your Xero account. This can be done securely by adding Jess's email address within the settings of your Xero account. Jess will send you detailed instructions and can guide you through the process if needed.
 
Step 2: Jess Reviews Your File:
Jess, will conduct a thorough 11-stage review of your Xero file.
 
This review includes an assessment of your chart of accounts, bank rules, expenses, income, contacts, reports, payroll, bank accounts, conversion balances, settings, and dashboard.
 
Step 3: Receive Your Detailed Report:
Within two weeks of commencement, Jess will email you an easy-to-read report with her findings and clear next steps on how to get your Xero file up to scratch.
 
This comprehensive report will outline any issues found, corrections required, and recommendations for future maintenance.
 
Step 4: Book a Follow-Up Chat:
Included is a 20-minute follow-up chat with Jess to discuss any questions you have.
 
This follow-up session will help you understand the report in detail and provide guidance on implementing the recommended changes.
 
Get Started Today
Book your Xero File Health Check. Benefit from personalised service and expert guidance to ensure your financial records are accurate. Don't wait – take control of your financial health today!