Are Your Books Helping You Make Better Decisions?

A free Health Check to help you tidy up your books, spot missed opportunities, and unlock clearer financial insights and areas for improvement — no jargon, no pressure.

"Xero increasingly offers a powerful platform to provide financial information allowing people to make great decisions, but most businesses and not-for-profits do not use it to its full potential."

Richard
AHX Advisors

What’s Included in Your Free Health Check

✅ Review of bank reconciliations, GST codes, and payroll journals

✅ Identification of messy entries or missed opportunities

✅ Summary of what’s working and what could be improved

✅ Optional next steps if you want to go further

Start Your Health Check

Complete our super quick onboarding form below. Just a few details about you and your organisation—plus secure access to your Xero file.

Wait, what… you want access to my Xero file already?

Yes. We want to jump straight in and get going. No delays, no phone tag, no "sign here, do that." Just mapped clarity from the start.

Your Name *

Your first and last name as the organisations contact.

Your Email *

The email you would like access to our client portal provided to.

Your Phone

Organisation Name *

If you're unsure look up your ABN or organisations name on https://abr.business.gov.au/

Organisation Type *

Opportunity Funnel *

Are you using Xero?

Tag - xero_user

xero_user

Optional Notes

Consent & Access

I confirm that I have provided (or intend to provide) access to my organisations Xero file and have read the AHX privacy policy.

Submit

Want Ongoing Clarity?

Our Xero Review starts at just $95 per period — monthly or quarterly, aligned to your BAS cycle.

This is a clarity-first service. We don’t fix your books — we show you exactly where they stand. You’ll receive a tailored report, strategic insights, and full access to our portal, guides, and tutorials.

If deeper support is needed, you choose what to activate. No pressure, just clarity.

We work with you to improve your processes — step by step, at your pace.

Xero Review Pricing

Discover what is the best pricing for you.

Base Tier

$ 95.00 per period

Covers core bookkeeping review — aligned to BAS cycle
Ideal for sole traders, small businesses, clubs or charities.

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What’s Included
Xero Review Report — monthly or quarterly.
Client Portal Access — all reports and documents in one place.
Guides & Tutorials — full access to our support library.
Insights Report — tailored suggestions to improve your Xero setup, with direct links to relevant guides and tutorials.
Advanced Support — submit a support request via our portal for fast, tailored help.

Fast onboarding — satisfaction guaranteed or you get fully reimbursed

Base Tier + Payroll

$ 145.00 per period

For organisations with payroll, timesheets, and leave balances.
Includes everything in the Base Tier, plus:

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Payroll-Specific Additions
Payroll Review — We check payroll, STP alignment, your payable accounts, and your set up.
Payroll Insights — tailored suggestions to improve your payroll processes and Xero configuration, with direct links to relevant guides and tutorials.
Payroll Support Library — access guides, checklists, and tutorials to help you streamline payroll and stay compliant.
Advanced Support — submit a payroll related support request via our portal for fast, tailored help.

Fast onboarding — satisfaction guaranteed or you get fully reimbursed

Need More Than a Review?

Our CFO Support is built for complexity — covering asset management, inventory systems, donor reporting, grant compliance, strategic forecasting, and more. If your needs go beyond bookkeeping and payroll, we’ll flag that during your review and offer tailored support. No pressure, just clarity.

Explore CFO Support — tailored advisory, activated only when needed

Learn More