Xero health check

Use this health check template to identify data issues,  customise a training session and open advisory conversations.

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Enhance your practice management workflow

The Xero health check template helps to refine your specialist services such as budgeting, forecasting forex and risk assessment.
Download the PDF template below and use it as a handy tool to:

  • Identify data issues prior to drafting financials
  • Customise a training plan based on your clients business
  • Identify new potential revenue streams for you
  • Increase engagement with your clients
  • Identify coaching and advisory conversations for your clients

 

Download template      Download script