Events
Here are our upcoming and past events. Click on the event to learn more and register for future events, or view recordings of past events.
Upcoming Events
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 ...
Past Events
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...