Xero Health Check
What is a Xero Health Check?
A Xero Health Check is a detailed review of your Xero Accounting system to ensure everything is set up correctly and running efficiently.
Why a Xero Health Check is beneficial for your Business
Gain peace of mind and stay in control of your finances. A Xero Health Check helps identify errors or inefficiencies before they become bigger problems, ensuring your financial data stays accurate and reliable.
Accurate, up-to-date financial data is essential for smart decision-making. Regular system reviews help prevent costly mistakes and ensure your business has the clarity it needs to grow with confidence.
Full Xero system review
We review your Xero setup, reporting structure, and transaction workflows to ensure everything is accurate, compliant, and working as it should.
Identify and fix errors
Mistakes, misclassifications, or missing transactions can affect your financial reports. We find and correct these issues to save you time and avoid unnecessary stress.
Optimise Xero for your Business
We help improve how Xero works for your business — from workflows and reporting to system configuration — ensuring your setup supports growth and better financial decisions.
What we do
A Xero Health Check reviews the key areas of your accounting system, including:
Review transaction coding accuracy — ensuring entries are allocated correctly
Evaluate your Chart of Accounts — making sure it aligns with your business needs
Check GST settings and compliance
Assess reporting setup and financial visibility
Review integrations, reconciliations, and system configuration.
At the end of the review, you’ll receive a clear summary of findings along with practical recommendations to optimise your Xero setup.
Take control of your Finances with a Xero Health Check
At CB Solutions, our Xero Health Check provides clarity and confidence in your financial data. We review your system to ensure accuracy, improve efficiency, and help you make smarter business decisions — without the stress.
Take the next step
A Xero Health Check gives you clarity on what’s working and what needs attention in your Xero account. With clear recommendations, you can improve accuracy, save time, and move forward with confidence. Let us help you turn insights into action.
