Xero / QuickBooks Health Check for Chari

Service Description

A practical 2 hour 1:1 Zoom session to review how your charity or CIC is using Xero or QuickBooks. We’ll look at your chart of accounts, tracking for funds and projects, bank feeds and reports, then identify quick wins and fixes so your system works better for trustees, staff and funders. Includes a short written summary of recommendations. Founding client rate for bookings made before 31 March 2026.