Xero Health Check

Accounting Services in Cheltenham

Xero is marketed as the simple solution for small business accounting but when you’re spinning a dozen ‘business owner plates’ every day, it is easy to let things fall through the cracks and fail to take all the right steps.

If you don’t use Xero the right way, you will end up with unidentified expenses, payments that can’t be reconciled and balance sheets that make no sense. As a result, you will have no idea where you stand financially.

Let Straight Forward Accounting Solutions untangle your Xero account with a health check.

Who is this service for?

This health check is ideal for any business owner currently using Xero accounting software who is looking to get the most optimal use of the platform.

After your check, you’ll feel more confident that you are managing your bookkeeping in the most effective and efficient way so you can access accurate and up to date information about your financial status.

What’s included:

Straight Forward Accounting Solutions will:

Perform an online Xero health check to identify current set up and use

Prepare a final report outlining issues and action steps needed to rectify.

Conduct an online meeting via Zoom to go through your report to maximise understanding (up to 30 minutes)

How it works

Simply choose a time and book your session with XeroCertified Advisor Lisa Stoneham. She will let you know what information you will need to share prior to your Xero Health Check and Zoom call.

Your Investment: $500 plus GST

If you have any questions before booking in and paying, feel free to book in a 15-minute free consultation.