May 27, 2021

Article

Did you know that we can perform a ‘Health Check’ on Xero accounting records? The result of our work is a report detailing areas for consideration and suggestions to improve the records, save you time and aide your business management.

What we do:

1. We check that the set-up of your subscription is in line with the needs of and our expectations for your business

2. We review your Xero data for consistency or potential missing information

3. We suggest areas for improvement in data quality or automation

We split the Health Check in to two parts:

Initial discussion and scope

We will discuss with you: your use of Xero, your business and any other aspects that may impact the Xero data. We will use the information gathered to help us tailor the outcomes of your Health Check.

Data-check and report compiled

We will run our checks and complete a written report detailing our findings, suggestions for improvements to the data or use of apps, and a conclusion on the overall health of your Xero records.

If you think you could benefit from a Xero Health Check please contact xero@albertgoodman.co.uk or speak with your usual AG contact.

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