Transform Your Business With XPM

Register Here !

Enter your name and email address below to register  for the LIVE and recorded webinar!

Have you ever wondered how to customise Xero Practice Manager for a bookkeeping business?

When you first open XPM it is very accountant generic. Well let Katrina show you how it can be set up for a bookkeeping business.

    • Make the Client Profile your Client Manual so you can get all that information out of your head.
    • Find out the how to use the structure of the Jobs, Tasks and To Do Lists.
    • Set up a Job Template that can be copied for all clients.
    • Automate your Jobs by recurring that same Job Template monthly or quarterly.
    • By recording time you can monitor your staff's performance.
    • Invoice directly from XPM or sync to Xero.
    • Monitor work using the Job Manager.
    • Produce reports to monitor jobs, client and staff profitability.

This FREE webinar will show you the inner workings of how XPM can be customised for a bookkeeping business. Imagine having a system that can have your back - this will TRANSFORM your business into a scalable asset.


Fast to Implement

Get practical tips that you can implement in your own practice management software immediately.

Video Training

Get an over-the-shoulder look at how we work within Xero PM, so you can easily follow along.

Flexible

Discover principles that you can change to suit your individual business .

Register Here !

Enter your name and email address below to register  for the LIVE and recorded webinar!