What is a FinanceFit Healthcheck?
A FinanceFit Healthcheck is a review of your Xero account and your business numbers. We are looking for the general health of your accounts, opportunities for improving your finances, increasing revenues and saving costs etc. We also look at the way you are using Xero and look for opportunities for you to streamline your accounting process or improve control.
The Caseron FinanceFit Healthcheck is just one simple observational view of your business financials, financial processes and your use of Xero.
We will be looking for profit leaks and opportunities to reduce tax.
It is intended to highlight potential area’s of your business and financial processes where there may be opportunities for improving processes, cashflows and profits or reducing risks.
Success is no accident. It is hard work, perseverance, learning, studying, sacrifice, and most of all, love of what you are doing or learning to do.
Xero Deep Dive
We look for area’s in Xero that could potentially be improved on – presentation, process or outcome. We look at your accounts and look at the quality of your data, accuracy of your financials and meaningfulness of your reports.
What this is not!
Nerves of steel and a leap of faith…
How does this work?
Giving us access to your Xero account does require a little leap of faith – after all, we don’t know each other yet!
Book your FinanceFit Healthcheck
We will take a look at your accounts and run a number of checks for you
We send you a report and talk through it over Skype / phone / in person (if you live locally)
Adding a New User
Settings >> Users > Add New User
As soon as we have complete the FinanceFit – you can remove our access to your Xero account. If you would prefer to give us read-only access – that is possible but might limit some of the checks that we run using Adviser permissions.
We aim to achieve a 2-3 working day turn around subject to busy periods around payroll dates and January tax returns!
I need this!! Let’s get started…
Looking for a new Bookkeeper or Accountant?
If you are looking for a new accountant we understand that choosing an accountant or bookkeeper is
a very personal and sometimes quite difficult decision to make.
This is your opportunity to try before you buy, take us for a test drive, and to see if we know our stuff!
Most importantly, to see if we might be a good fit for your business.
GET REPORT FOR FREE
FinanceFit Healthchecks free of charge for clients booking a discovery call and who request a quote. Use code RequestAQuote at checkout.
I JUST WANT THE REPORT
if you are not looking to change accountant and you just want the report. The fee is £125+VAT.
For a free no-obligation 20-minute discovery call – click on the link below.
This will take you directly to my calendar so you can book a call at a time that suits you.