Accounting Software WOF/Health Check

This is a ‘must have’ service for every accounting file. We identify errors in coding, file setup, and/or processing. We highly recommend this one to two hour audit service.

MYOB & Xero accounting health check service

What accounting software packages?

MYOB Essentials
MYOB AccountRight or previous versions
MYOB AccountEdge
Xero
Other program by agreement

What do we cover in the WOF?

Check setup dates/current year end
Check preferences and locking date
Check over accounts list and GST settings
Check general ledger for correctness
Check Receivables reconciliation
Check Payables reconciliation
Check Inventory reconciliation
GST exceptions & balance to General ledger
Check bank reconciliations
Check for sales and purchase orders
Check deposits on orders
Job costing/category/time billing check-up

How long does the WOF take?

Allow 1-2 hours of consulting time depending on findings & the report. Once we have run the health check, we may need further sessions with you to correct the errors.

What experience do we have?

We have > 20 years hands on consulting experience with accounting software. Our consultants are expert in the MYOB Accounting family as well as Xero.

Get Your Accounting Software WOF

Our 'go to'

AccountAgility is our ‘go to’ when we have clients getting messed up with their MYOB files. Lynley will go in, health check the file, correct the errors and train the bookkeeper to follow best practice.

We look after the client’s tax requirements, but she will dig deep into the software to ensure the reports are reliable.

Margot Leigh ... Chartered Accountant Margot Leigh & Associates

Really appreciated the support

We choose Lynley because she has many years experience on payroll setup & training. Over the years Lynley has always been available to assist online with questions on both the payroll software and on payroll legislation. We really have appreciated the support.

Sharleen Murray ... Office Manager – Stauff Corporation

Streamlined our systems

Gow Langford Gallery is NZ’s largest privately owned art gallery. The Gallery represents over thirty established New Zealand and international artists. The accounting systems need to be able to accommodate complex transactions.

AccountAgility have worked closely with us, supporting both AccountRight and Payroll since 2012. We have streamlined our systems to eliminate additional spreadsheets and paper documents and now make maximum use of AccountRight.

Shona Irwin ... Chief Financial Officer Gow Langsford Gallery