Your Xero file looks fine. Until someone actually reviews it.
A reconciled bank account doesn't necessarily mean your bookkeeping is correct. Hidden issues like incorrect GST coding, uncleared transactions, payroll liabilities and balance sheet errors can sit unnoticed until BAS time or year-end.
Our fixed-price Xero File Review gives you an experienced second opinion before small issues become expensive problems — and a clear understanding of what, if anything, needs attention.
Delivered within 72 hours.
What's included in your review
- Bank reconciliation review
- Balance sheet health check
- Aged receivables review
- Aged payables review
- GST and BAS risk review
- Payroll liability review
What we review
We focus on the areas where bookkeeping issues commonly hide.
🏦 Bank Reconciliations
Review of reconciled bank accounts and balances.
🔄 Outstanding Transactions
Payments and receipts manually marked as reconciled but not correctly matched.
📄 Aged Receivables
Review of unpaid customer invoices and potential reporting issues.
📋 Aged Payables
Review of supplier balances and outstanding bills.
⚖️ Balance Sheet Accounts
GST, PAYGW, wages payable, superannuation payable and other key liability accounts.
🛡️ General File Health
Identification of unusual balances, bookkeeping risks and areas requiring investigation.
Small bookkeeping issues can create much bigger problems later.
Many Xero files look tidy on the surface while carrying historical errors, uncleared balances or coding issues that affect reporting, BAS and year-end accounts.
Uncleared bank transactions
Transactions sitting unreconciled or incorrectly matched can distort account balances and hide duplicated or missing activity.
Duplicate or incorrect supplier bills
Bills may have been entered more than once, coded incorrectly or left sitting unpaid after the supplier has already been settled.
Incorrect GST treatment
GST can be claimed or reported incorrectly when transactions are coded to the wrong tax rate or account.
Historical payroll liabilities
Wages, PAYG withholding, superannuation or payroll clearing accounts may still carry balances that no longer reflect the true liability.
Old receivables
Customer invoices may remain outstanding in Xero even though they have already been paid, written off or resolved outside the usual workflow.
Old payables
Supplier balances can remain open long after payment, creating inaccurate liabilities and misleading aged payable reports.
Balance sheet errors
Loans, clearing accounts, suspense accounts and other balance sheet items can carry unexplained or historical balances for years.
Reporting that cannot be fully relied upon
When the underlying bookkeeping is not accurate, profit, liabilities, GST and other financial reports may not reflect what is actually happening in the business.
A practical second opinion when you want confidence in your Xero file.
The Xero File Review is designed for business owners who want an independent assessment of their bookkeeping before committing to a larger clean-up project or ongoing support.
This review is a good fit if you:
- Have inherited a Xero file and want to understand its current condition
- Are changing bookkeepers and want an independent review before handover
- Have not had the file properly reviewed for some time
- Want greater confidence before BAS or year-end
- Suspect something may be wrong but are unsure where to start
- Are considering ongoing bookkeeping support and want a clear starting point
- Want a professional second opinion without committing to ongoing services
It may also be useful if:
- Your accountant regularly asks for corrections or additional information
- Your aged receivables or payables do not seem to reflect reality
- Payroll or superannuation liabilities look unusual
- You are unsure whether GST has been coded correctly
- Your balance sheet contains old or unexplained balances
- Your bank is reconciled but you still do not fully trust the reports
What you'll receive
Within 72 hours, you'll receive a written review outlining:
Areas reviewed
Issues identified
Potential risks
Recommended actions
Overall file health assessment
If significant issues are identified, we'll also provide a separate quote for any cleanup work required.
A clear process from purchase through to recommendations.
The Xero File Review is designed to give you clarity quickly. Once purchased, we'll guide you through access, complete the review and provide a clear explanation of what we find and what should happen next.
Purchase the review
Purchase the fixed-price Xero File Review online to begin the process.
Welcome & access
You'll receive a welcome email outlining the next steps and instructions for providing secure access to your Xero organisation.
We conduct the review
SGH reviews the key areas of your Xero file, focusing on reconciliations, balance sheet accounts, GST, payroll liabilities and other indicators of file health.
Report & Loom walkthrough
You'll receive a written summary of the findings together with a Loom video walkthrough explaining the issues identified, why they matter and where further attention may be required.
Recommendations
We'll outline the recommended actions in priority order so you have a clear understanding of what should be corrected, improved or monitored.
Next steps & proposal
If further work is required, SGH can provide a separate proposal for clean-up, catch-up, ongoing bookkeeping or other appropriate support. There is no obligation to proceed.
Know whether your Xero file is actually healthy.
Whether everything checks out or opportunities for improvement are identified, you'll receive an experienced, independent review that gives you confidence in your bookkeeping and a clear path forward.
- Independent review by a Registered BAS Agent
- Written report outlining findings
- Loom video walkthrough explaining the results
- Practical recommendations and next steps
- No obligation to engage SGH for further work
$149 + GST
Delivered within 72 hours of receiving access to your Xero file.
Purchase Your Xero File ReviewThis review is the ideal starting point if you're unsure about the health of your bookkeeping, considering changing bookkeepers or simply want confidence before your next BAS or year-end.