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What you get with this Offer
The accurateness of your books and records are vitally important to the success of your business, as you will make decisions based on the data it presents you with.
To help get you on the right track, I have developed a Xero health check service for business owners to provide them with the comfort they are using Xero to the best of its abilities.
You may be unsure if you are using xero efficiently, given its range of features, of you may be concerned that it is not set up correctly, for this reason you may find a health-check valuable to your business.
A Xero Health check includes a review of the whole system including: settings; Bank feeds and reconciliations; Chart of accounts; Fixed asset registers set up and a management report so that you can see where you are upto. We can also review the way in which you use the software and may suggest some apps that support xero to increase efficiency.
The result of the Xero health check would be a report detailing the findings and a list of recommendations. The report would be delivered via either a written report or telephone review where an action plan will be provided.
You will then need to decide who clears the action point either by yourself or if you need additional support from us.
A xero health check will have a range of benefits for your business, you will be able to use the software in sound knowledge that you are using it to the best of its ability and that the data within it is correct. Any suggested improvements will mean that you save time on your bookkeeping which will give you more time to spend on your business rather than the admin. If your bookkeeping system is accurate then it can save time and costs on the end of year accounts too.
You will have the security that we have a range of xero certifications, meaning that we are proficient in using the software and its extended features. We are also chartered accountants, which means we know exactly what your accountant will be looking for in your bookkeeping.
If you need a more regular Xero review, then should you become a client, you could build this in to your accounts package.
Get more with Offer Add-ons
I can migrate you on to xero and set it up
Additional 1 working day+£240
What the Freelancer needs to start the work
To enable us to complete the work, we would need an initial contact from the client to determine the current xero set up i.e. how long they have been using it and which level they use. We will then need to be invited in as a user to access the account and the information.