Xero Health Check: Uncover Hidden Issues in Your Xero File

If your Xero reports aren’t making sense or your bank balance doesn’t match your statement, it might be time for a checkup. Our Xero Health Check is a focused diagnostic that reviews your file for common issues, with a clear video walkthrough showing exactly what to fix and why. You stay in control, with no obligation to engage ongoing services.

About our Xero Health Check Service

Find the problems in your Xero file before they cause bigger issues.

Even if you’re using Xero regularly, things can go wrong behind the scenes.
If your bank balance doesn’t match your bank statement or your BAS figures never seem to line up, there may be hidden issues in your file that need attention.

A Xero Health Check - a detailed Xero Checkup of your file is a focused diagnostic to uncover those issues and help you understand exactly what needs to be fixed. You’ll receive a personalised video walkthrough of your file showing what we found, why it matters, and how to resolve it.

This is a one-off review with clear, practical recommendations. You remain in control of what happens next.

Xero profit and loss report on laptop

What We Commonly Find

  • Bank balance not matching your bank statement
    Often caused by unreconciled transactions, missing data, or manual adjustments.

  • Duplicated entries
    Created when bank rules and bills or invoices are both used for the same transaction. Easy to miss, but they distort your numbers.

  • Incorrect GST coding
    Non-GST expenses mistakenly claiming GST, or business purchases set to BAS Excluded.

  • Old unreconciled transactions
    Transactions that appear cleared in the bank feed but haven’t been properly reconciled.

  • Invoice and bill payments not matched
    Leading to inaccurate Aged Receivables and Payables reports.

  • Payroll setup errors
    Especially for director wages or superannuation processing.

What You’ll Receive

A recorded walkthrough of your Xero file, explaining:

  • What we reviewed

  • What we found

  • What to do about it

This video is tailored to your specific setup and is yours to keep. You can replay it as needed and use it to decide which remediation actions you want to take yourself or if you need to engage someone for further assistance.

How It Works

Step 1. Discovery Call
Schedule in your quick complimentary phone call to understand your concerns and confirm the service is right for your situation.

Step 2. Invite Access
You’ll invite us into your Xero file with advisor-level, read-only access.

Step 3. We Review Your File
We check key areas of your file against bookkeeping best practices and common compliance risks, prioritising anything you have flagged as a concern in our discussion.

Step 4. You Receive Your Video Report
We record a video walkthrough highlighting issues found and recommended actions. You’ll understand where things went off track and what to do next.

Who This Is For

This service is ideal for business owners that set up their own Xero file and do their own bookkeeping.

Book Your Xero Health Check

Use the button below to book your free discovery call. We’ll guide you through the process and make sure the service is a good fit for your needs. Want to ask a quick question first? Send us a message here.