• Katrina-Aarsman-XPM-Health-Check-Bookkeepers-HQ

Xero Practice Manager –
Health Check

$257.00 inc GST

Benefit from over 15 years of using Job Management software and CRMs. Use this experience to your advantage and get a Health Check today to help you work smarter and better.

Bonus: Includes a Template of suggested Custom Fields to make the client profile your client manual. Valued at $37

SKU: XPM Health Check Categories: , Tag:

Product Description

Have you setup XPM yourself and struggling with it?

Is XPM working the way you want?

Are you making the most of its features?

Having set up XPM myself and used it effectively for over 3 years I have found the most efficient way to set it up and use it specifically for a bookkeeping business.

Over my fifteen years in business I knew what I wanted from a Job Management software and CRM. I also knew you can’t expect 100% of your wish list in one software program but I did get most of the big ticket items from my list – including finding work arounds within the software.

Having made errors in the setup myself, tweaked the system and sought advice from consultants I am now offering to review your XPM or WFM to ensure the correct setup and give some insider tips on how to utilise it. I will review the following

  • Settings
  • Client Setup
  • Job Setup
  • Tasks
  • Use of templates and recurring jobs

You will receive a report which will include my findings and suggestions.


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Health Check”

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