Advisory resources

Advisory resources

Checklists

We've produced some amazing checklists for your clients to use every day in their business. We'll add to these based upon advisory needs. If you'd like specific checcklists based upon your workflow, please let us know by emailing our client care team

Free checklists

Client point of sale

Resources and point of sale material for you to use in your client sales and prospecting processes. Some are customisable to add your own branding. If you'd like us to add other resources, please let us know by emailing our client care team and we'll be happy to add this for you

Free point of sale material

Monthly performance checklist

Business performance scorecard

Business Scorecard

 

Free business management guide

Client point of sale poster

Business advisory

Business Health Check

Advisor Point of sale

 

 

 

Financial education and cheat sheets

Here, we are able to provide you with a number of educational and cheat sheet materials for use within your business and clients. Educational pics, cheat sheets, explainers all for you or your clients to use in conjunction with Jazoodle

Our plans

We know that business advisors and consultants and your clients will love Jazoodle, and we'd like to support your business and get you started with your first client. Register for your free demo account now and show your clients the power of Jazoodle. There's nothing to pay until you add your first Xero connected client

Prices quoted are per company attached per month or per year

If you are in Australia, 10% GST will be charged on these prices and a full tax invoice issued for you

If you are in the USA, UK or New Zealand, you will be charged in your local currency at the equivalent currency rate

Starter

$10
pm
1 company
Xero Connected
28 Essential KPIs
Business Health Score
Setup In Minutes
Post Revenue Current Valuation
Post Revenue Future Valuation
Forecast Future Performance
 
 
 

Standard

$25
pm
1 company
Xero Connected
28 Essential KPIs
Business Health Score
Setup In Minutes
Post Revenue Current Valuation
Post Revenue Future Valuation
Forecast Future Performance
 
 
 
Most Popular

Ultimate

$40
pm
1 company
Xero Connected
28 Essential KPIs
Business Health Score
Setup In Minutes
Post Revenue Current Valuation
Post Revenue Future Valuation
Forecast Future Performance