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
Free business management guide
Client point of sale poster
Business Health Check
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
Standard
Ultimate
