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How Healthy Is Your Business?

Your vehicle needs and oil change, a wash every now and then and a new battery every few years so you get a service. Just like you take your car to the mechanic to keep it running smoothly, you need to perform regular checkups on your business health as well. It's not just about performance, it is about safety.

Most business owners are extremely busy, so without regular financial check-ups they can easily lose control and become susceptible to financial problems.

With this in mind we can be the mechanic in your business and conduct a Business Health Check.

This service is offered to all businesses and is held in our offices, or held remotely and in your data file. We will review your data and guarantee we will find a way to streamline your systems or the session is free.

The session consists of one x 2-hour session and covers a variety of topics, tailored to your business. This is held at a time that suits you.

Topics and benefits:

Working through your Xero business file – Education around best practice around invoices/bills and documentation.

Xero Tips & Tricks – Reconciling transactions, best practices, producing reports, GST returns, reporting, recording bills, ensuring you have correct documentation and tips & tricks.

Understanding business best practices – Working through an understanding best practices around what you are charging, business costs, cashflow, GST reconciliations, month end best practice plus much more. Identify any further support needed and an opportunity to address anything you want to cover from the sessions again.

We have spaces available in January 2023 so don't delay and set your business and you up for a fantastic year.

Contact the Team to secure your space