When it comes to bookkeeping and maintaining financial records, there are two ways to do this. Do it yourself or get someone else to do it (internally or externally). However, either way you need to be confident that it is being done right. You cannot base it on someone’s opinion, instinct or trust as it is one of the most important parts of your business.
Step 1.
Giving complete
insight
Firstly we will get access to your Xero and run a software that highlights where your data needs cleaning up. Then we will give you a complete insight into the improvements you need to strengthen the integrity of your accounting data
Step 2.
Providing financial insights
Having an accurate picture of where your accounts need fixing will put us in a position where we can highlight the numbers that fundamentally affect your cash flow, P&L and balance sheet
Step 3.
Creating an
action plan
We will be providing you with a valuable plan of action to improve the quality of your bookkeeping and financial information which will help you make informed business decisions
Step 4.
Reviewing the last
VAT return
As a bonus, we will also review your last VAT return and highlight what HMRC are looking at and explain how MTD works and how you can bring the most out of it
To find out the health of your Xero and where you might need some improvement, you need to just follow the below steps:
Step 1.
Get in touch
Arrange a call with our friendly team to discuss what you are looking for
Step 2.
Invite us as a Xero User
Give access to your Xero to run the report on your accounts
Step 3.
Book a time to get feedback
Arrange a call to discuss your action plan and the improvements
+ How long does it take to get the report?
It takes 1 minute to add us as a user then 15 minutes to run the report for you and provide the feedback about the quality of your accounting data.
+ I have an accountant, do I still need to get a Healthcheck performed?
Many firms do not carry out such extensive reviews. They are engaged to produce accounts from a set of data and submit them to HMRC and Companies House, not review your bookkeeping quality.
+ Can my accountant see I am checking on them?
It’s your right when you employ an accountant to check that your business accounts are up-to-date. This, in our eyes, is your rightful due diligence.
+ Is my data safe?
All of your data is safe with us, everything we do is recorded and backed up. This means you can see all historical activity on your accounts, down to the smallest details.
+ Can you use my data to defraud me?
At Northern Accountants, customer safety is our priority. We handle each and every account with the utmost due diligence it deserves. We’ll make sure all of your personal data is kept safe, out of harm’s way.
+ I do my own accounts. Is it possible I still miss something, even though I believe everything is correct?
Your accounts could be in perfect condition, however your business could be missing some vital tracking or financial management information. We believe that double-checking is better than not checking it at all.
+ I don’t want to become your client, can I still receive a FREE Xero Healthcheck report?
Of course. We provide this service to all businesses for free of charge. It provides you with vital information. But if you decide to take more advice or go forward and discuss the opportunity of working with us, we will be happy to do so.
+ Do you provide training if the report shows there is some missing information?
We provide three different types of training tailor-made to your needs and desires.
To find out more about this click here.
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Leeds: 0113 218 9552
Find us
enquiries@northernaccountants.co.uk