Xero can significantly improve the way you do business, saving you hours of time and giving you the instant visibility you need to make strategic decisions. But what if it isn’t as impactful as you expected it to be?
Why Xero might not be working as well as you’d hoped:
You weren’t shown the full capabilities when you were encouraged to switch softwares
You know it can do more, but there are SO many possibilities it feels overwhelming
You’re clear on what you need Xero to do, but you don’t have time to implement changes
Our 3 step process analyses how much value you’re currently getting out of your Xero subscription and supports you in making the necessary changes.
Make sure your numbers are accurate
Make sure your data is right with a Xero Health Check. Without accurate numbers, we won’t be able to see where improvements can be made to your systems and processes.
Clean up your data
If you get a bad score in the healthcheck, your bookkeeping will need a clean up. Once this is done, we’ll be ready to move to the next stage.
See what you’re missing in Xero
Once you have accurate data, the Xero Optimisation Review will make sure you’re getting the most from Xero with recommendations and solutions.
Why improvement must start with a health check
To be able to understand what needs to change about the way you use Xero, we first need to get an understanding of how you’re using it and make sure your numbers are correct.
In a health check we’ll review your data and look at things like average debtor days, reconciled and unreconciled bank transactions and duplicated accounts.
As a result we’ll produce a report to show you where the gaps are and what needs to be cleaned up.
This service is £99.
The Xero Optimisation Review, step 3 of the process, takes you from using Xero to leveraging Xero to propel your business forward
Once you know your data is clean, the Xero Optimisation review will help you uncover solutions to save time and money, improve your cash flow, and take the pain away from laborious tasks.
Improve the time it takes your customers to pay
Automate the processing of invoices you receive from suppliers
Save time sending out sales invoices
Generate meaningful reports to understand your financial position
More ways to automate and streamline your business operations
Starting at just 250GBP, our review gets you actionable solutions to
save you time and make it easier to run your business.