Xero Health Check

Having someone review your Xero account once every 12 months just won’t cut it. Our Xero experts will carry out a full review of your Xero account looking for any issues and spotting ways you can improve the account.

Get started

Overall Health Score

Certified Xero Expert Accountant

PDF Report

Personalised Video Commentary

What we look at


Review and feedback of Chart of Accounts

Duplicate Contacts

Patterns in your regular suppliers

Contacts with varying VAT treatment

Contacts coded to multiple accounts


Unreconciled Transactions

Aged Debtors (Money owed to you)

Fixed Assets & Depreciation

Summary of Tax Accounts

Dividends Declared

How it works



Complete our online form to provide some basic information about the business. Tell us about how your business operates and how you are using Xero.


We carry out our checks looking for any errors of improvements you could make to your Xero set up. We will email a PDF report that also includes an overall health score.


We will email you with instructions so you can provide us with full access to your Xero account. Once we are finished with the Health Check we will remove our access.


Alongside the report we will also email a detailed personalised video providing additional commentary. You can then book in a 15 minute call to ask us questions about the report or Xero.


Our Package


Unreconciled Transactions

Review and Feedback

Duplicate Contacts

Free for 1 month