As part of our standard approach, we carry out an accounting health check to assess the quality and reliability of your bookkeeping in Xero (this is the case whether the bookkeeping is done by yourself or one of our bookkeepers). This gives us a clear picture of how well the accounts reflect your actual business activity.
Where we spot inconsistencies or unusual balances, we do a targeted deep dive into specific areas – such as the balance sheet, VAT control, or unreconciled transactions – to understand what’s behind the numbers.
This accounting health check process helps ensure:
- Your figures on Xero are accurate and meaningful.
- You’re working with clean, reliable data when making decisions.
- Xero is being used effectively and set up in a way that supports your day-to-day business needs.
- Any issues are identified early, reducing the risk of surprises at year-end.
- If anything is unclear, we’ll ask you about it while it’s still fresh in your mind.