Bookkeeping File Health Check

Confidence starts with knowing you've got it right.

Our Bookkeeping File Health Check gives you the confidence of knowing your Xero file is accurate, compliant and up to date.

Using our comprehensive 100+ Point Bookkeeping File Health Check, we'll take a deep dive into your Xero file, giving you a clear picture of what's working well and identifying opportunities to strengthen your bookkeeping.

Book My File Health CheckSee What's Included

It isn't a problem until it is a problem.

Our Bookkeeping File Health Check is designed to uncover hidden issues early, giving you confidence in your bookkeeping before they become costly or time-consuming to fix.

Laptop displaying an accounting dashboard beside a File Health Check checklist, coffee and stacked balance stones

What's included

A comprehensive 100+ point review of your Xero file

Banking & Reconciliations

  • Bank feed errors
  • Unreconciled transactions
  • Reconciliation issues

Sales & Purchases

  • Sales invoices
  • Bills and credit notes
  • Bad debts

Payroll

  • Payroll compliance
  • Superannuation compliance

Financial Reporting

  • Profit & Loss
  • Balance Sheet
  • GST and BAS reports
  • Reporting accuracy

Fixed Assets & Inventory

  • Fixed asset setup
  • Depreciation
  • Inventory items and valuation

Xero Settings

  • Manual journals
  • Chart of Accounts
  • Organisation settings

...and over 100 individual checks across your Xero file.

Your Health Check Report

A clear picture of where your bookkeeping stands

01

Detailed Findings Report

A clear summary of what was reviewed and every finding identified.

02

Category Health Scores

A health score for each key area, so you can quickly see what's working well and what needs attention.

03

Practical Recommendations

Clear, practical recommendations to resolve each issue identified.

04

Priority Action Plan

Know what should be dealt with first and what can be planned for later.

Ready to find out how healthy your Xero file really is?

Book your 100+ Point Bookkeeping File Health Check and receive a detailed findings report, category health scores, practical recommendations and a priority action plan.

Book My File Health CheckCall Us
Call Us — 0407 879 188