
Transform Your Business With XPM
Have you ever wondered how to customise Xero Practice Manager for Pure bookkeeping licensees?
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.
- How to include the Client Manual in the Client Profile
- Set up the Jobs with the PB checklists
- Create the Admin checklists in XPM and much more
This FREE webinar will show you the inner workings of how XPM can be customised for Pure bookkeeping licensees. 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 .