Health Check

Is your system producing the reports you want? Unsure whether your systems are running optimally and efficiently? Perhaps it’s time for a Health Check!

Discover whether you are getting the best use of your system and that it is working correctly for your practice by conducting a Health Check. Generally, we take a look at how your systems are set up, how your reports are set up, whether your systems are speaking to each other and payments are coming through etc.

Depending on which Health Check you require, we will discuss your concerns and pain points, review your file and produce a report and suggestions on our findings.

We perform health checks for the following:

Workflow Max
Xero Accounting File
Financial Reporting

What’s included?

Comprehensive report
Two meetings

The initial meeting will help us understand your issues, goals, and the information you wish to attain. After the initial meeting, you will be provided with a thorough report with a video recording. Following the report, you will have a second and final meeting to discuss the findings, strategies, and suggestions.

Cost

$300+GST

BOOK YOUR HEALTH CHECK

Excellent video training, Neha knows her way around Xero and takes the time to get to the bottom of questions asked and even issues that arise with Xero during the session (we all have them). Many thanks, Neha

- JUSTIN TOMAS

Attended a webinar on Xero Tax Planning hosted by Neha from FPA. Excellent experience, well worth the time and money. I'd describe it as an efficient, practically oriented walkthrough on some ways to approach a common accounting activity, hosted by someone who is both a master of their trade, and passionate about the discipline. Well done - I'll be looking into your other offerings as well.

- QI WEALTH ACCOUNTING

Neha did an excellent online training for our accounting team on Workpapers in August 2021. She delivered the training in a clear, concise and friendly way. Her methodical way of presentation is very easy to understand and follow. We would highly recommend her to Xero training.

- JUDITH PIMENTEL

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