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
TO GAIN ACCESS FILL IN FORM BELOW.