Specialized Xero Health Checks for Online Sellers

Make sense of your numbers again.
We examine your Xero setup, uncover the problems, and help you improve accuracy

What is a Xero Health Check?

A Xero Health Check is a focused review of how your ecommerce accounting system has been set up and how well it supports the way you sell online. We look at your sales channels, payment gateways, VAT settings and reconciliation routines to see whether everything is working as intended. The goal is to give you a clear picture of any issues affecting your numbers and practical guidance on how to strengthen your setup.

Signs You Need a Xero Health Check

We should briefly highlight the points (reasons) where a Xero Health Check would make sense for E-commerce businesses. We can highlight the following points:

  • Your figures in Xero do not match your sales platforms or payment gateways.
  • You are unsure whether VAT on sales, fees, or refunds has been treated correctly.
  • Reconciliation takes longer than it should or produces unexplained balances.
  • You have grown into multiple sales channels and want to confirm everything is set up properly.
  • You are preparing for funding, due diligence, or a move to structured monthly reporting.
  • You have inherited a Xero setup from a previous accountant and want a second opinion.
  • You want confidence that your numbers are accurate before scaling further.

 

Our Xero Health Services

All the current content (excluding the pricing part) we have on the page can be consolidated into this section. However, that would make this section too long, so we will need to consolidate the original copy a bit.

The example body copy would look like: 

“We review how your accounting system has been set up and how well it supports the way you sell online. Our checks focus on accuracy, efficiency, and VAT compliance.

  • Review of platform and marketplace integrations – We check how your website and sales channels connect to Xero and confirm VAT settings on tools such as A2X.
  • Recommendations on helpful Xero add-ons – We highlight apps that can streamline processes or improve reporting.
  • Assessment of bank reconciliation routines – We review your reconciliation process and look for common issues that affect accuracy.
  • Review of bank rules – We assess existing rules and suggest improvements to speed up processing.
  • Review of VAT treatment – We look at your latest VAT return and VAT codes to confirm sales and costs are treated correctly.
  • Review of user permissions – We ensure each user has the right level of access.
  • Guidance on tracking categories – We show how tracking can give clearer oversight of your sales and costs.
  • Review of Xero security settings – We check your current security setup and highlight any improvements.”

The Xero Health Check Process

Discovery and access

We speak with you about your setup and arrange secure access to Xero and your key sales channels.

Full review

We work through our checklist, looking at integrations, VAT treatment, reconciliation routines, and any areas affecting accuracy.

Findings and recommendation

You receive a clear summary of what we found and the steps we recommend to improve your setup.

Ongoing support (Optional)

If you want help implementing the changes or moving to structured monthly support, we guide you through the next steps.

Why Choose Elver for Xero Health Checks?

  • We focus on e-commerce businesses, so we understand how multi-channel sales, payouts and VAT rules need to flow through Xero.
  • We review your setup with the same care we apply to ongoing bookkeeping and VFO clients, giving you clear, practical recommendations.
  • Our pricing is transparent and reflects the work involved, with no unexpected extras.
  • We handle the review from start to finish and explain everything in plain English.
  • You get support from qualified accountants who work with Xero and A2X every day.

How Much Will It Cost?

The current body copy does have a paragraph on pricing. We can include/consolidate that in this section:

“Our pricing reflects the complexity of your e-commerce setup and the depth of review you need. For single-platform businesses, Xero Health Check services start from £300 + VAT. Multi-channel or higher-volume sellers may require a broader review.”

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Xero Health Check FAQs

How will a Xero Health Check benefit me?

A Health Check gives you confidence in the accuracy of your numbers. It highlights issues that could affect VAT, reconciliations or reporting, and shows you how to correct them. You gain a clearer view of how your sales channels, payment gateways and bank activity flow into Xero, along with practical steps to improve your setup and make day-to-day finance tasks easier.

Do I need a Xero Health Check if I already have a bookkeeper?

Yes, in many cases. A bookkeeper may be keeping records up to date, but they may not be checking whether your integrations, VAT treatment or reconciliations reflect the way your e-commerce business actually operates. A Health Check gives you a second opinion on the structure behind the numbers.

Can you also fix the issues you find?

Yes. You can choose to handle the fixes yourself, or we can help you implement them. Some clients move into ongoing bookkeeping or VFO support after the review.

Do I need A2X to benefit from a Health Check?

No, but if you sell through Shopify or Amazon, A2X often makes your bookkeeping far cleaner. As part of the review we’ll tell you whether A2X would help, and how it should be set up.

Will this improve my VAT accuracy?

Yes. VAT errors are common in e-commerce setups. We review your VAT codes, VAT return and integration rules to ensure your sales, fees and refunds are treated correctly.

Will a Xero Health Check help with inventory accuracy?

It can support it. While we do not manage inventory directly in a Health Check, we do review the way inventory flows into Xero and flag any issues that affect margin accuracy or stock reporting.

Wait! Before You Go…

Don’t miss out on your FREE consultation with one of our experienced directors.

Benefit from personalised advice and tailored solutions for your e-commerce business. Our directors are here to help you navigate the complexities of e-commerce accounting and VAT/GST compliance, alongside Virtual Finance Director (VFD) services to provide comprehensive financial guidance tailored to your e-commerce business.