Your Xero Health Check includes a comprehensive review of your Xero file across bookkeeping accuracy, bank reconciliation integrity, payroll compliance, GST coding, superannuation status, accounts receivable/payable, fixed assets, setup issues, user permissions, automations, and financial reporting structure. You’ll receive: • A full PDF report that includes: • ​Executive Summary Dashboard Report 1–2 page snapshot showing your biggest blind spots and top 6 high-value fixes). • Detailed Action Plan Every finding explained in plain English including financial impact, and the exact steps to fix it in Xero. • Profit Protection Insights Tips to prevent costly mistakes and save hours of your time. • Industry Benchmark Comparison Understand whether your business is performing above or below industry standards. • 30-Minute Strategy Call Following completion of your Xero Health Check, we schedule a 30-minute strategy call to discuss the report findings, clarify priorities, map out your next steps moving forward and discuss any other questions you may have.

• Service-based businesses using Xero (professional services, trades, agencies, health, consulting, construction, hospitality) • Turnover between $1m and $10m • Business owners who want: • Cleaner books • Reliable numbers • Clear profitability • Less manual work • Better systems • A second opinion that their books are done correctly • If you rely on Xero for decision-making, budgeting, pricing, or compliance — this service is for you.

Common red flags include: • Bank accounts or clearing accounts never reconcile • Constant discrepancies between Xero and real-life cashflow • GST or BAS lodgements seem “off” • Payroll doesn’t match Single Touch Payroll • Large A/R or A/P balances that don't reflect reality • You don’t fully trust your P&L or Balance Sheet • Your bookkeeper says “it’s fine” but you’re not convinced • You’ve grown quickly and aren’t confident your systems have kept up If any of these sound familiar, you’ll benefit massively from the Xero Health Check.

You can purchase your Xero Health Check directly through the checkout on this page. We offer secure and encrypted checkout through Stripe.

1. You'll instantly receive an email with: • The onboarding form • Xero access instructions • Next steps 2. Once you complete the items in the email, we will email you to confirm your Health Check start date within 1-2 business days.

After you complete your purchase, you’ll receive an onboarding email with two quick steps: 1. Complete our onboarding form; and 2. Grant us Xero Adviser access Once both steps are done, we’ll schedule your Xero Health Check into the next available slot and confirm your official start date by email. Your Health Check cannot be scheduled until onboarding is completed, so the faster you complete those steps, the sooner your Xero Health Check will commence.

Your Xero Health Check will be completed within 7-10 business days of your start date. That means, you will receive your Xero Health Check report within 7-10 days from your start date.

Yes. To perform a full Health Check, we require Advisor access (read/write). This allows us to view all areas of your file and confirm whether your numbers are reliable. Your data is secure and protected under: • Our BAS Agent registration and professional obligations • Confidentiality under APESB professional standards • Strict privacy and data-handling policies You can remove my access at any time after the Xero Health Check is complete.

No. Your Health Check runs in the background without affecting daily operations or your accountant/bookkeeper’s workflow. I do not change or modify anything in your Xero file without your permission and unless you have purchased the upgrade for me to fix issues for you.

This service is tailored specifically for Xero files and does not apply to MYOB, QuickBooks or other accounting platforms. Our methodology is built around Xero’s chart of accounts, bank reconciliation engine, contact structure, payroll centre, and reporting framework. If you are considering switching to Xero, we can discuss migration options separately — but the Health Check itself is Xero-only.

Great news — it means your file is in excellent shape. Your investment still gives you peace of mind, a formal Xero Health Check report, and expert confirmation that your financial foundations are solid.

Fixing issues is not included in the Xero Health Check, but you can upgrade to the Fix My Books Implementation Package, where I work through your Action Plan and resolve everything possible directly in Xero. This is ideal if you want your file cleaned up properly without spending hours doing it yourself. You will be presented with a no obligation quote for me to Fix Your Books during your strategy call.

Yes. Depending on what your Xero Health Check uncovers, you can choose from several upgrade options including: • Dext implementation • Hubdoc → Dext migration • Xero Projects implementation • E-Commerce review and implementation (Shopify, Square, A2X, Fresha and more)

In most cases, yes. Professional accounting and bookkeeping services for your business are typically income tax deductible. Check with your tax accountant if you are unsure.