Don’t re-invent the wheel. Download this free XERO Health Check.

Ever wanted a checklist of what to check when looking into a new client’s XERO file.

Avoid the pressure of having a client look over your shoulder and you miss one crucial check.

This checklist will ensure you don’t miss a thing and save you time thinking what else do I need to check.

Why reinvent the wheel?

What should I check when visiting a client for the first time?

Take this handy go to checklist and impress your client with your knowledge, efficiency and thoroughness.

This document includes:

What to check when at a client’s premises

An area for comments to make notes of what needs to be done

Be prepared when visiting a client for the first time with this handy guide of what to look for & discuss with the client


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