Health Checks
As time goes on, accounts systems can develop errors. If these errors are not identified and resolved, they can have a long term impact. Sometimes it is very clear there is something wrong but often business owners are just aware that the numbers don't quite tie up. Above and Beyond Ledgers will deep dive into your Xero accounts, organise chaos, identify issues and streamline your processes to ensure clarity moving forward.
During your health check we will:
- Ensure bank balances are correct and there are no duplications
- Ensure customer and supplier accounts are accurate and up to date
- Tidy up your Xero contacts, removing duplicates
- Consistently check your transactions
- Analyse your VAT returns for incorrect entries in the current financial year
Traditionally, bookkeepers help with your figures in a historical and reactive way, reviewing what happened last month, quarter or year. We believe in focusing on the future.
- Do you need help meeting your statutory obligations and 'Making tax Digital'?
- Would you like help but don't want to employ someone?
- Is confidentiality within your office Important to you?
- Is your expertise being drawn away from the business of making money?
- Do you struggle to keep up with all your clients and still keep the paperwork up to date?
- Do you wish to become a paperless office?
- Do you struggle to track overdue accounts?
- Are you a new business who requires help handling your financial transactions?
- Is the cost of using an accountant on a monthly basis too high?
We work with Xero - it's a secure, reliable and intuitive cloud-based software which gives you real-time access from your Mac, PC or mobile device. It is simple to use, effective and has a distinctly modern feel without compromising on quality.
