Xero Health Check

Our Xero specialists are trained to look for errors and inconsistencies, and to recommend ways to improve the function of your Xero file. This will make your ongoing bookkeeping a quicker and more accurate process.

What is a Xero Health Check?

Getting a grasp on a new software can be exciting but challenging, especially if you already feel like something might be a little off with your numbers.
Even if you’ve been using Xero for years, you may be wondering what Xero add-ons and automations you're missing out on, or wish your bookkeeping was less time consuming. 
A BlueRock Xero Health Check involves a thorough analysis of your Xero account set-up.

Xero Health Checks are conducted by BlueRock’s Xero professionals who will, once given access to your Xero account, look for opportunities to improve accuracy, productivity and data insights based on the following:

Xero best practice set-up
Payroll settings and set-up
Bank balance inaccuracies
Unreconciled transactions
Sales invoicing review
GST coding mistakes
Manual journals
Reports
... and much more.
We’ll do a thorough review of your Xero account and email you our findings. We also offer a 20-minute call with one of our team members to run through the audit and make sure it’s all super clear for execution. If you require any help with resolving the issues or ongoing advice and training, we’re here to help you. 

When to do a Xero Health Check

If your business is in a growth phase or is highly transactional, we recommend timing your Xero Health Check with your BAS lodgements and doing one every 3 months.  
For smaller businesses with lower transaction volume or businesses that are experiencing stable growth periods, you could carry out a Xero Health Check every 6 to 12 months.
Ready to book in a Xero Health Check?
Visit our office.

Let us know that you want to drop by and we'll line up a visit.

Send us a message!

Fill in the enquiry form and we’ll be in touch.

Did you know?
BlueRock is a certified B Corp business.
Does that mean we didn’t make the ‘A-Team’? Far from it; landing a ‘B’ in this case is an affirmation of our commitment to being “a force for good” in the corporate arena.