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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.

Xero How-To Videos

Xero Budget Manager.

Xero Excel Budget

Xero Premade Reports

Customising the Xero Profit & Loss.


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