Book a free Xero Health Check with one of our Platinum accredited Xero Advisors and get set for growth.

Did you set up your Xero account more than 2 years ago? Was it a DIY job? Is your accountant charging extra each year to clean it up? Then it might be time for a review & refresh!

Book a free Xero Health Check with one of our
Xero-accredited Platinum Champion advisors today!

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RECEIVE A COMPREHENSIVE 10 KEY AREA REVIEW
OF YOUR BUSINESS XERO FILE

Our team of Xero experts will carry out a health check on 10 key areas of your Xero file before delivering a report outlining some easy wins and recommended next steps to get your Xero file humming.

 
We will carry out checks on the following areas:

chart of accounts

bank rules

billable expenses

payment processes

contacts

debtor management

budgeting

reporting

settings

dashboard

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Step 1. Request a Xero health check

Fill in the form below and we will be in contact. To get started, you will need to give permission for Generate to access your Xero account. This can be done securely by adding our email address within the settings of your Xero account. We can talk you through this, but first send us an expression of interest.

Step 2. We work our magic

Our team of certified Xero Advisors, Platinum Champion Partners and Chartered Accountants will conduct a ten stage review of your Xero file. We will assess your chart of accounts, bank rules, billable expenses, payment processes, contacts, debtor management, budgeting, reporting, settings and dashboard.

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Step 3. Receive your report

Within two weeks of commencement we’ll present our findings and give you clear next steps on how to get your Xero file to a AAA rating.

Oh, and did we mention it's free?!

For a limited time, the team at Generate are offering to review the Xero files for companies, partnerships and trusts for free with no strings attached. Free accountant advice for your business.

 

Other accounting firms are charging anywhere from $500 through to $1,500 for a similar Xero health check. In contrast, Generate are offering an expert assessment of your current Xero setup for absolutely nothing.

 

Get in quick, our team are only reviewing a certain number of Xero files each week.

Book your free Xero health check today.

WHY CHOOSE GENERATE?
XERO PLATINUM CHAMPION PARTNER & MORE 

We are chartered accountants and our passion is working with forward-thinking, innovative businesses. See a few of our brilliant clients below.

 

We know Xero!

We have been Xero partners since 2010, so we genuinely know the software. We are certified Xero Advisors, Platinum Champion Xero Partners, Xero migration specialists, Xero payroll specialists and Xero Single Touch Payroll certified.

Clients like working with us - really!

Our team are friendly and experienced. We understand that every business is different and we get results, but don't just take our word for it. Read some of our 79 client reviews on Google and see our 4.9 average star rating.

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Let's Get Started!

Request A Free Xero Health Check
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Thank you for your expression of interest. We will be in contact with you soon.