Xero Services
Get system savvy
Feel like you’re stuck in the dark ages, frustrated with your accounting software’s limitations?
I’ve got you. As a Xero Partner I know all the ways to help it streamline your accounting.
You deserve the tools, technology – and time – to grow your business and bring out your best.
Why use Xero?
Because it makes things simpler.
Easy generation of financial reports
Seamless integrations
Automated processes
Streamlined invoicing procedures
Ready to increase your cash flow, perfect financial reporting, and reduce financial stress on you and your team?
What's a Xero Health Check?
It’s much like a proactive trip to the doctor, making sure everything’s in working order and functioning correctly.
First, I review your Xero file.
Second, I offer recommendations.
Third, I fix the errors – and make improvements.
Benefits include:
- Peace of mind about your finances
- Confidence about growing your business
- Reduced risk of interest rates and fines
- Control of your financial stability
Why choose Passion Business Advisors?
Clarity, for starters.
Not only are my Xero bookkeeping services specialised, but I have over 20 years of industry experience, and an acute attention for detail. I’m known for spotting areas to improve in fast.
Keen to free up more time to do the meaningful work you’re passionate about?
Have some questions about my Xero Services?
How much does it cost for Xero Setup or Migration?
That depends on the size of your business and your specific needs. Book in a consultation so I can learn more, then I’ll prepare you a customised quote.
Factors for me to consider include
- The software you are currently using
- The amount of date you would like to import
- The number of employees you have
There may be additional charges if you have foreign currency, inventory and other software programs you need to integrate with Xero.
To arrange a personalised consultation, click here.
Do I need to do anything to prepare for the Xero Migration?
You can certainly prepare to make the process easier.
Here’s a blog post full of tips: 5 Step Guide to prepare for your Xero Migration.
How long will the Xero Migration take?
This answer depends on the amount of data involved and the type of software you are currently using.
To get a more accurate timeframe please book a personalised consultation here.
What happens after the Xero Migration?
If you want to know exactly what happens after migration, check out my blog: 5 Step Post-Migration Guide to make your Xero Migration a Success.
Hot tip for making the transition as smooth as possible: book in training.
Make sure you and your team know how to use all the amazing features of Xero!
I offer tailored training packages which you can book right here.
What is a Xero Health Check?
This is a thorough review of your Xero accounting file. This how I make sure there aren’t any set-up or transactional errors in the file.
Following the review, I’ll provide you with a report and arrange a consultation to discuss any issues and recommendations.
How do I know if I need a Health Check?
If you relate to any of these situations:
- Not confident that your Xero file is set up correctly
- Stressed about financial decisions because you don’t have accurate financial data
- You don’t regularly review financial reports because you’re not sure if the information is correct
- Worried that your BAS might be wrong
- Wondering if there is anything you could do to save time with bookkeeping
- Your accountant complains that it takes extra time to get your accounts done at end of year
- A Xero expert has never reviewed your file
- Unsure if you’re setting aside enough funds for BAS payment
A Health Check is for business owners who are not sure if their file is set up correctly and worried that bookkeeping errors are costing them time and money.
What are the benefits of a Xero Health Check?
More than you think. It’s not just about identifying problems and helping you fix them.
At the end of the process, you will have:
- Identified and fixed any errors before they cause major issues
- Peace of mind to know that your file is set up correctly
- Filled any gaps in the knowledge of your team and identified areas where training is needed
- Gained back control of the financial stability of your business
- Confidence that you are paying your employees correctly
- Made changes so that mistakes are not repeated
- Reduced penalties and fines
And remember, having a financially healthy business starts with meaningful and accurate data.
What if errors are found in my Xero file?
After you receive the Bookkeeping Health Check report and recommendation, you can determine how to fix it – by yourself, via your bookkeeper, using your accountant or with me.
If you would like us to fix any issues identified in the report, I can provide a separate quote.
Note: it can be scary to know there are errors in your file, but it’s much better to find and fix an error before any major issues arise.
How much does it cost to fix errors identified in the Health Check?
That will depend on the amount and type of errors involved. I can give you a quote once the Health Check’s been done.
