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Specialist Accountants for Medical Practices.

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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

- Why

- How to start

- Examples


2. Using Xero to track financial results

- Why

- Helpful reports

- Customised templates


3. Creating a monthly oversight process

- Why

- Example Agenda


Let the GrowthMD team help you, book a discovery meeting.



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Xero Budget Manager.


Xero Excel Budget


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Customising the Xero Profit & Loss.