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

How to customise the PDF

After downloading the health check template, you can customise the PDF to include your practice’s logo, helping to keep your branding front and centre when you’re working with clients.

To customise the PDF, all you’ll need is a PNG file of your logo. Once you have that, simply follow these instructions from Adobe on how to place images into a PDF, using the example to the right to get your logo in the correct place.

Customise health check pdf