At B&M Financial, we understand that the accuracy and efficiency of your accounting systems are vital to the success of your business. That’s why we offer our comprehensive Xero Health Check service aimed at optimising your financial management and ensuring that your Xero system is fully tailored to your needs. Our team of certified Xero experts will dive deep into your accounts, reviewing every aspect of your current setup and providing detailed recommendations for improvement. Whether it’s streamlining your processes, training your staff, or cleaning up data, our Xero Health Check is the pulse check your business needs to thrive financially.
Our Health Check service is a comprehensive review of your Xero file by a Xero Certified expert to see if there are any errors that could be costing you time and money. Even if you’ve been using Xero for years, a Xero Health Check is an important check up that you should get every year.
Fill in the form and we will be in touch. To get started, you will need to give permission for B&M Financial to access your Xero account. We will talk you through this once you have sent your expression of interest.
Our team of certified Xero Advisors and Chartered Accountants will conduct a thorough review of your Xero file. We will assess your file over 15 different sections so ensure you aren’t making any mistakes or leaving any money on the table.
We’ll be in touch to present our findings and give you clear next steps on how to improve in a training session.