Events | Webinars & Insights for Xero Practices

Upcoming Events

21 JULY 2026

Best practice workflow using Xero and Link

Every year the same compliance work needs to go out for the same clients, but the same disconnected processes slow it down.

Healthy write-off conversations in 2026/27

Write-offs are very rarely a person problem, but many write-off conversations can feel like a personal attack. The result is that most managers avoid ...

How to break the cycle of recurring WIP problems

Two months into a new financial year, WIP starts to build the same way it always does. Most firms recognise the pattern, but few have a system to brea...

Why jobs get stuck and how to get them moving faster in 2026/27

Everyone's busy. But the same jobs have been sitting in the same place for two weeks, and you only find out when the client calls to ask where it is.

Growth without the guesswork: how to know which new clients your team can take on.

You sign up a big new client group, it's champagne all round. But you don't actually know if your team has the capacity to deliver the work or when. Y...

What accounting firms don't teach their managers

Most managers in accounting firms are promoted for their technical ability, not their management ability. Nobody teaches them how job budgets work, wh...

Link 2027: what we're building next and why

A new year. New targets, new clients, new challenges. This is our annual roadmap session, what we shipped in 2026 and everything we're building for yo...

From proposal to allocation: a better way to create your jobs in 2027 (NZ)

For as long as the tempo of a firm is dictated by the client's proposal acceptance, the firm will always struggle to balance work, spread it throughou...

Realistic Targets and KPI's for your team (AU)

In this webinar we will cover what realistic targets and KPI's for your team look like for 2027/28. We'll look at how growing firms become stuck and w...

Why some jobs have planned write-offs even before the work begins

When a job is allocated, you know what it will cost to deliver: who's doing the work, at what rate, and how long they have. Compare that against the j...

Connected Practice Management: What it looks like when every part of your firm works together

Most accounting firms run on a collection of tools — each solving one part of the practice management problem. The challenge is that a tool which does...

From proposal to allocation: a better way to create your jobs in 2027 (AU)

For as long as the tempo of a firm is dictated by the client's proposal acceptance, the firm will always struggle to balance work, spread it throughou...

Realistic Targets and KPI's for your team (NZ)

Join Will & Reubs for a 45 minute webinar on Wednesday 19 May to learn:

Status: Register Now

Duration:45 min

Past Events

24 JUNE 2026

Webinar

Re-pricing client engagements in 2026/27

Many firms lack a consistent process for re-pricing their client engagements. This makes it harder to have meaningful conversations around write-offs ...

Realistic Targets and KPI's for your team in 2026/27

In this webinar we will cover what realistic targets and KPI's for your team look like for 2026/27. We'll look at how growing firms become stuck and w...

How to avoid setting up your jobs incorrectly for 2026/27

The way your jobs are set up for 2026/27 will impact your workflow, invoicing and reporting for the year ahead.

The Rule of 55: Targets, KPI's and why firms become stuck

As a firm grows you face new challenges, the numbers get bigger and it becomes more difficult to change the path you are on if you find you are doing ...

Xero Practice Manager NZ Workshop: Setting up your jobs for 2026

The way your jobs are set up for 2026/27 will impact your workflow, invoicing and reporting for the year ahead. Join Will & Reubs for a 60 minute wor...

How to Manage Fixed Monthly Fees without butchering your reporting

Most Xero practices will have some portion of their engagements invoiced via fixed monthly fees. Your clients love them, and so does your bank balance...

Status: Completed

Duration:45 mins