Deep-Dive Xero Healthcheck 🚀
You are only a few steps away from understanding what's going on with your Xero data and understanding what you need to do to get a 5 star Xero.
Your email address
Business Name(s) (legal and trading if different)
What does the business do?
What's your website?
Add a link here, if you don't have a website but do have social media, pop a link to there instead
How long have you been using Xero?
< 1 year
1 - 2 years
over 2 years
Did an accountant help you set up Xero?
Yes - partially
No - did it myself/ourselves
Out of 5, how good do you think your data is in Xero?
There is no wrong answer, it's just fun to think about it. Think about things like how up to date it is, whether you have missing invoices, is your bank reconciled, how smooth your processes are for data entry etc
What other software or apps do you use within your business?
Finally, payment details - if you want more than 1 company healthchecked, simply update the quantity
( X )
Deep-dive Xero Health Check
Number of healthchecks
Credit Card Details
Credit Card Number
Should be Empty:
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