Xero Health Check
You’re booked. Let’s get you clarity fast.
Thanks for purchasing the Xero Mini Health Check. Do the 2 quick steps below so we can start your review today.
1
Book your 15-min intro call
We confirm priorities and context so your review focuses on what matters.
2
Invite us to your Xero file
- In Xero: Organisation → Settings → Users → Invite
- Email: [email protected]
- Role: Advisor (tick Payroll Admin if you want payroll reviewed)
- Require 2FA then send the invite
- Reply to our email confirming access. You can remove access at any time.
Need help? Email [email protected].
What you’ll receive
- 2–4 page plain-English report with traffic-light findings
- Your Top 5 fixes and a BAS/GST & STP risk snapshot
- 30-min debrief to prioritise actions and map next steps
- Optional quote for clean up or a full Health Check if needed
Note: This is a read-only review. We do not make changes inside your file during the mini check.
After your report lands
Book your 30-minute debrief to review findings and sequence the quick wins.
FAQs
Is $299 all in?
Yes. It covers the mini review and short report. Implementation is quoted separately.
What if you find bigger issues?
We flag them and, if you want, scope a full Health Check or clean up.
Do you need my login?
No. Invite us as an Advisor with 2FA.
Timezone?
We are Sydney based. Calendly detects your local time.
Xero Certified Advisor • Registered BAS Agent • Profit First Professional • Australian owned