Health Check

Is your Xero accounting file setup correctly? Unsure whether your systems are running optimally and efficiently for your business ? Perhaps it’s time for a Health Check!

What is a health check?

Discover whether you are getting the best use of your Xero accounting software and that it is working correctly for your business by conducting a Health Check.

What we look for in a Health Check:

  • Any inconsistencies
  • Chart of Accounts
  • Ensuring reconciliations are done correctly
  • Correct recording of ABN’s
  • Check that the bank feeds are reflecting correctly
  • Plus so much more!

How does it work?

  1. Simply book in a Health Check using the link below.
  2. You will then need to invite us to be an advisor for your Xero file (
  3. We will review your Xero file.
  4. Following the review we will then meet with you online to discuss a thorough review of our findings and go through a list of recommendations.

$159 (incl GST)

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Don’t use Xero? We can perform a health check no matter what system you use, contact us for a price.


Incredible support and service! Sum and Substance provided outstanding support in helping me get my Xero software up and running and working properly. They took the time to fix up my book keeping and give me the tools to ensure that I keep them in order.’

– Jessie Weatherley