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VIP Xero Health Check Review package

The VIP Done-For-You Xero Health Check Review will uplevel your business finances with expert guidance, personalised recommendations, and high-level reporting.

The Santosha Money Mastery team will take this off your to-do-list and review and optimise your Xero file for you, so it’s set up to help you achieve your business financial goals.

Package Inclusions:

1-Hour Initial Meeting: Together we’ll review your business goals and ensure your financial strategy aligns with your vision.
Comprehensive Financial Health Check of Xero: We’ll thoroughly review your Xero file to identify areas for improvement, make corrections (up to 2 hours) and provide feedback to ensure you are set up for mastering your money like a Boss.
Preparation of Cash Flow Forecast: Get a clear picture of your financial future with a detailed cash flow forecast tailored to your business.
Preparation of Budget: We’ll create a budget that aligns with your business goals, giving you a roadmap for financial success.
Custom Reporting Setup in Xero: We’ll set up personalised reporting in Xero that makes sense to YOU, allowing you to make educated decisions to maximise your business profit.

Note: This package does not include any reconciliations and recoding work is limited to 2 hours. Additional rescue bookkeeping can be purchased at a rate of $100 / hour excluding GST. Please email us at [email protected] if you need help with this.

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