Analysis of a Xero Account


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What is included in our Xero Accounts Analysis

  • Process – We go through the key reports and section of Xero to detect potential issues in the accounting process and extract actionable recommendation to improve it.
  • Insights – We also highlight the key insights which can be seen from the financial statements, according to the business model of the company.

We provide our analysis in a concise slide deck ready for consumption.

The areas we look at are:

  • Financial Statements
    • Balance Sheet – Key assets and liabilities and monthly trends
    • Profit and Loss (P&L) – Key revenue sources and expenses as well as monthly trends
    • Cash Flow Statement – Key flows, trends and resulting expectation of upcoming balance (runway before hitting a negative balance if applicable)
  • Fixed Assets – Recording, depreciation and reconciliation
  • Banks –¬†Reviewing for potential issues in transaction recording and reconciliation
  • Other transactions
    • Monthly Accruals – Which ones are being done and how


When several entities are being reviewed, we also look at:

  • Comparison of the Charts of Accounts


The review is done by a Xero Certified Advisor.


  • Access to the Xero account(s) will have to be given to our advisor (read only is ok)
  • This analysis is for one entity only. Additional entities from a same group can be added with the add-on¬†(US$150 per additional entity after the first entity at US$250)


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