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 is a detailed 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.
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 Will Receive
A recorded walkthrough of your Xero file, explaining:
What we reviewed
What we found
What to do about it
Where minor issues found in the diagnostic can be corrected quickly, we will include fixing these at no extra cost. These will be noted clearly in the report and video for your approval before any changes are made.
If more extensive remediation is required, you will receive a clear explanation of the issues, their impact and the suggested approach. We will include a quotation for remediation options with your report. There is no obligation to engage us to complete this work. You can use the report to guide your own corrections or choose any remediation path that suits you.
How It Works
Step 1. Submit Your Enquiry Form
Start by completing the Xero Health Check enquiry form. This gives us the information we need to confirm your situation is suitable and to prepare properly for the review.
Step 2. Discovery Call, if required
Once we have reviewed your form, we may invite you to book a short discovery call to clarify any gaps before beginning the diagnostic.
Step 3. Invite Access
You’ll invite us into your Xero file with advisor-level, read-only access.
Step 4. We Review Your File
We check key areas of your file against bookkeeping best practice and common compliance risks, prioritising anything you have flagged as a concern.
Step 5. You Receive Your Video Report
We record a video walkthrough highlighting the issues found and the recommended actions. You will 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.
If you decide to go ahead, the Xero Health Check is a fixed price of $495, which includes the comprehensive diagnostic review, your personalised video walkthrough and minor corrections where they can be completed quickly.
Book Your Xero Health Check
Use the button below to start by submitting your enquiry form. We will guide you through the next steps and confirm that the service is a good fit.