Free Data Health Check

Are you using your software effectively?

Is your accounting software driving you to success or madness?

When your car needs a check-up, you give it an MOT. Your data deserves the same treatment.

And, just like your car, it's much easier to prevent issues before they arise than pay the price later. You could be using your software wrong and you'd never know until someone takes a look at it.

Quickly identify issues in your data caused by misconfigured software

In your report we'll examine your Xero or Quickbooks data to help you undo any previous mistakes in your data collection and recording processes.

Some of the things we'll look out for include:

  • Duplicated or miscoded transactions

  • Opportunities to make better use of contact defaults

  • Opportunities for optimising your Xero software workflow

We take privacy seriously

Our qualified accountants will scrutinise your data with the same care we show for our clients. You can read our privacy policy here to understand more about the data we might ask to see and how we will stay GDPR compliant to complete your data health check.

Our Finance Team

Finance Box is your bean-counting superhero, swooping in to save your company's day with our payroll prowess, forecasting finesse and mastery of accounts management. You didn't start your business to get bogged down in the numbers - we're here to take them off your hands.