GET A SECOND PAIR OF EYES ON YOUR XERO DATA
A Xero health check spots errors and opportunities. Feel confident you’re claiming everything you could be and get quick wins to make your life easier.
FEEL 100% CONFIDENT
YOUR ACCOUNTS ARE AS THEY SHOULD BE
In order to make decisions, business owners need assurance their key numbers are correct.
Something with your accounting is causing frustration. Either it’s blindingly obvious what’s going wrong, or it’s difficult to pinpoint the exact cause.
Either way, you know you need more than you’re getting.
Some or all of these symptoms are causing you stress:
You have no idea what state your books are in
You think things have been missed on your VAT return and you’re out of pocket
Your tax returns are filed late and it leaves you constantly worried
You think you could be doing things more efficiently but you’re unsure how
Xero is designed to make your life easier, not more difficult. The root cause of the frustration is often the support you’re getting from your accountant.
We can health check your data without upsetting your accountant
Some businesses come to us needing reassurance everything is being done, but they don’t want to upset their accountant. You might need a health check to confirm the source of your stress and confusion, so you have the confidence to move on.
It’s important to us that you don’t feel any more worry than you’re already feeling. See how we get access to your accounts without alerting anyone.
A WALKTHROUGH FROM GEORGI
WORRIED ABOUT YOUR ACCOUNTANT SEEING ACCESS?
WHAT YOU GET FROM A XERO HEALTH CHECK
Our report will provide you with:
An overview of what has been missed or managed incorrectly
Recommendations on smarter use of tech – for example to get paid faster or to make your life easier
Reassurance that you have been paying the right amount of VAT
Comfort around the integrity of your data – confidence you can use it to make decisions
Our suggestions on how to move forward now you have better information
HOW IT WORKS:
1
We get access to your Xero account
2
We’ll run our processes to look for:
3
We’ll present you with a report with your results and our recommendations
- Inconsistent VAT rates
- Inconsistencies in how things are coded
- Mistakes or inefficiencies with connected software
- Mistakes in aged receivables and aged payables
- Areas where quick wins can be made
- Areas where long term efficiencies can be made
EVERYTHING FEELS A MESS RIGHT NOW – BUT THERE IS AN END IN SIGHT
Phil was stressed by bad data and poor communication with his old accountants. Running a busy coffee company, he knew he needed to get Xero working fast. He made the right decision by seeking assistance, but unfortunately, he soon learned not all accountants are good ones.
The biggest issue we uncovered was in Phil’s VAT returns and how much money was being left on the table – money he could have been using to grow his business.
We didn’t leave a single stone unturned when it came to getting Phil’s books back in order.
USE OUR EXPERTISE
GET BACK ON TRACK
We’ll present you with a report with your results and our recommendations