Forecast and Reporting Basics for Health Practices
Kelly Chard and Sam Gray talk through how to set up reporting for health practices.
1. Setting a financial budget/forecast for your practice
- How to start
2. Using Xero to track financial results
- Helpful reports
- Customised templates
3. Creating a monthly oversight process
- Example Agenda
Let the GrowthMD team help you, book a discovery meeting.
Xero How-To Videos
Xero Budget Manager.
Xero Excel Budget
Xero Premade Reports
Customising the Xero Profit & Loss.