Is Your Xero Letting You Down? Get a Complete System Check to Identify Issues and Get Back on Track

Whether you’re new to Xero or have been relying on it for years, how can you be sure it’s performing at its best? A fresh set of expert eyes could uncover hidden issues or inefficiencies that might be holding you back.

Xero is built to be user-friendly, but even the best systems can have hiccups. That’s where we step in. We’ll dive into your Xero setup, giving you the peace of mind that everything’s on point—or a clear, actionable plan to get things running smoothly again.

With over 12 years as a trusted Xero partner, we’ve fine-tuned a 20-point checklist to thoroughly assess your system from every angle. If there are any snags, we don’t just identify them—we provide straightforward solutions and recommendations in a no-nonsense report. Whether you want to pass the details to your accountant or let us help sort it out, we’re here to make sure Xero works for you, not against you.

Plus, if you’re eager to take your Xero knowledge to the next level, we offer tailored training as an add-on. Whether you need a quick skills boost or in-depth guidance, we’ve got the training to suit you.

Choose from 3 services to meet your needs

Comprehensive XERO review

£99 + vat

For peace of mind a comprehensive Xero review of your data and a report on how to fix the issues found.

Comprehensive XERO review + Training

£249 + vat

For peace of mind a comprehensive Xero review of your data and a report on how to fix the issues found.

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Online 1to1 training with one of Xero Experts.

Bespoke Days Xero training

£750 + vat

Spend a day with our Xero expert for a Xero master class. Combine the review and training to make sure you and your team understand Xero and how it works. Come up with a plan one how to keep Xero on track going forward.

What’s included in your review?

Over the last 12 years we have developed best practices on how to set up and use Xero – we have used this knowledge and experience to put together a comprehensive checklist to benchmark your Xero against.

Amongst other things we check:

  • General Set Up
    We’ll review your overall Xero setup to ensure it’s properly configured for your business needs, optimising functionality and accuracy.

  • Your Bank
    We’ll check that your bank feeds are correctly linked and reconciled, ensuring all transactions are accurately recorded and no discrepancies exist.

  • Sales
    We’ll assess your sales processes, from invoicing to payment tracking, making sure everything flows smoothly and nothing is missing.

  • Purchases
    We’ll examine how you’re managing bills and expenses, ensuring they’re correctly entered and tracked for accurate cash flow and reporting.

  • VAT
    We’ll review your VAT settings and returns to ensure they’re being calculated and filed correctly, helping you avoid any compliance issues.

  • Use of Add-ons
    We’ll evaluate any add-ons or integrations you’re using to ensure they’re working seamlessly with Xero, boosting your efficiency rather than causing complications.

  • Reporting
    We’ll review the accuracy and usefulness of your financial reports, ensuring they provide clear insights into your business performance and are customised to meet your specific goals and compliance needs.

Watch why a Xero review is important?

What You’ll Get from Our Xero Review

Our comprehensive report will give you a clear snapshot of your Xero system’s current state. We’ll outline any issues we’ve identified, from minor tweaks to larger concerns, and provide practical, easy-to-follow recommendations to resolve them. The report will cover all key areas—General Set Up, Bank, Sales, Purchases, VAT, Add-ons, and Reporting—highlighting what’s working well and where improvements can be made.

You can choose to pass these recommendations on to your accountant or bookkeeper, or we can work with you directly to implement the solutions. Our goal is to ensure your Xero is running smoothly, giving you the confidence to manage your business finances with ease.

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Our most recent customer feedback…

I found Accsys whilst looking for bespoke help on Xero. Will conducted a comprehensive review of my account and then arranged a bespoke two hour training to run through all my issues. I found them extremely friendly, helpful, knowledgeable and all without the finance jargon! I would strongly recommend them and am now looking into using them as my accountants going forward. Thanks again Will!

Victoria Payne, Victoria Payne Private Travel

I had Xero training with Will. I went in with lots of questions and was unsure on some processes and left so much more knowledgeable and understanding a whole lot more. Everything explained in depth but simply. Highly recommend

Luke Smith, SYNERGY EV LIMITED