SERVICES

Xero Rescue & Training

Reliable financials, secure future

Your numbers are the foundation

Accurate financials are the cornerstone of success, whether for your business or personal wealth. Every decision you make must be based on reliable data.

In business, accurate financials provide clarity on profitability, cash flow, and long-term sustainability, empowering you to make informed, strategic decisions. On a personal level, precise financial records allow you to manage investments, track expenses, and plan for the future with confidence.

Expert guidance for your in-house team

If you choose to manage your financials in-house, it is imperative that your team is adequately educated and supported. Minnik Chartered Accountants offers expert guidance, ensuring your numbers are accurate and reliable at all times.

We help you build a system that keeps your financials in top shape, providing the insights needed to make confident, strategic choices for your business’s future.

Review our process and take the next step towards financial clarity.

Chartered Accountants of Australia & New Zealand

How a Health Check transforms your business

Leah Oliver CA BB Acc Fin

Xero Rescue & Training

The 4 Step Process

STEP 1

Health Check

A comprehensive Health Check is conducted on your Xero file, identifying areas that require corrections or improvements.

Our expert team thoroughly reviews your financial data, pinpointing any discrepancies or inefficiencies that could affect the reliability of your numbers.

The results of this assessment are presented in a detailed Business Health Report, which outlines our findings and provides actionable recommendations to help you achieve 100% financial accuracy.

STEP 2

Identify Issues

Essential for business owners and management, an empowering Business Health Session follows the review.

During this session, we explain the findings, highlight key areas for improvement, and provide guidance on how to implement the recommended changes.

This collaborative approach ensures you fully understand your financial position and are equipped with the knowledge to keep your business financials on track, setting you up for long-term success.

STEP 3

Rectify Issues

Depending on the issues identified in your Health Report, we work closely with you and your team to rectify them.

Our goal is to ensure that your Xero file is not only correct but that your financials are prepared for accurate maintenance moving forward.

With your financial records in order, you are positioned to confidently manage your numbers, and havepeace of mind that they are reliable, enabling you to make informed decisions for the future of your business.

STEP 4

Xero Train

Armed with an accurate Xero file, you and your team are ready to train on how to produce reliable financials in Xero.

Xero Training is tailored specifically to the needs of your business, guided by the insights from your Business Health Report, and is delivered time efficiently.

We recommend that all relevant team members attend the sessions, ensuring everyone is aligned to maintain accurate records and maximize the potential of your Xero system moving forward.

Why Choose Minnik

Minnik Chartered Accountants offer a comprehensive, tailored approach that ensures your financial data is accurate, reliable, and aligned with best practices. Our team conducts an in-depth Health Check of your Xero file, identifying any discrepancies or inefficiencies that could impact your financials. We then work closely with you to rectify these issues, providing you with a solid foundation for ongoing accuracy.

What sets us apart is our personalised Xero training, which is specifically designed to meet the unique needs of your business, based on the insights from your Health Report. You’ll not only gain a clear understanding of your financial position but also empower your team with the skills and knowledge to maintain precise financial records, ensuring your business stays on track for success.

Book Minnik Consult

Get your free Financial Health Check