Feel like your Xero Practice Manager needs a tidy up?
Whether you set up Xero Practice Manager yourself or things have become untidy over time, get an experienced second opinion on your firm's setup.
Review your job templates, processes and WIP in a 90-minute session with Reuben, who has personally worked with more than 600 firms using XPM. Leave knowing what needs attention and what to do next.
Reuben Sweeney
Worked with 600+ XPM firms
Know what’s working. Understand what needs attention.
Your XPM setup may have worked well when you started, but does it still reflect how your firm operates today? If any of these sound familiar, we can help you work through them.
Inconsistent job structure
Jobs set up differently across clients or partners, making it harder to track work and report consistently.
Invoicing is difficult
Too much time spent working out what to invoice, checking job details and adjusting invoices before they’re ready to send.
WIP your not confident in
Old balances, completed jobs still carrying WIP, or figures you’re unsure you can rely on.
What we’ll cover
We’ll work through your setup together, focusing on the areas that matter most to your firm.
Job Templates
Review how your templates and jobs are organised, where inconsistencies have crept in, and what could be simplified.
Job Creation
Look at how your team creates jobs, with recommendations for a more consistent approach.
Internal Jobs
Review your internal jobs and ensure these follow best practice to ensure reliable productivity reporting.
Work in Progress
Review your WIP, identify what needs attention, and work through clean-up actions during the session.
Workflow
Explore how you track work and report on performance, where you’re struggling, and what could help.
Q&A
Bring anything else you’re unsure about. No preparation is required.
Leave with clarity and a practical plan
By the end of the review, you’ll have:
Confidence in your setup. Know what’s working well and where improvements would help. Practical recommendations. Understand what to change in your templates, job structure and setup process. A clearer WIP position. Make progress on tidying your balances and understand what still needs attention. Clear priorities. Know what to tackle first, what can wait and where you might need help.
Meet Reuben
Reuben has personally worked with more than 600 accounting firms using Xero Practice Manager.
He’ll help you understand what’s working, explain where changes would help, and work through the next steps with you.
“Reuben made it so easy, and could explain everything while helping improve things along the way.”
Co-Pilot Accounting and Advisory
A few things you might be wondering
“Is this suitable for our firm?”
The review is for Australian and New Zealand accounting firms of any size using XPM. It’s suitable whether you set it up yourself, inherited an existing setup, or want to revisit processes that have become untidy over time.
“Will you make changes for us?”
The session focuses on reviewing your setup and making recommendations, with help working through changes where practical within the 90 minutes. If you need more assistance, we can arrange follow-up sessions. Reuben will provide how-to resources after your session.
Do we need to prepare anything?
No preparation is required. If you already have specific questions or parts of business you’d like to focus on, we can work through them together during our session.
What if we need more than 90 minutes?
We’ll identify the next steps for any outstanding work. Further sessions can be booked separately if you’d like help completing it.
Feel more confident in your XPM setup.
Get an experienced second opinion and a clear plan for what to improve.
Choose a suitable time and pay when you book.