Best Practice Workflows in Xero Practice Manager

*How to get the most out of your invoicing * Manage timesheets and WIP * How to best use the Practice Manager’s job templates * Better track performance and KPI’s * Navigate the Dashboard and Clients tabs

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* Limited registration only. Register before we’re filled.

What You Will Learn

From its monumental launch in 2013, Xero has proven itself as the leading accounting management software for small to medium sized businesses. Statistical rankings from around the globe depict that Xero is in the top 5 most accurate, unequivocal and clear-cut accounting management tools, with a “whopping” first place for billing and invoicing services. Xero also possesses the ability to integrate with a variety of third-party apps commonly used by small businesses, such as a variety of client management systems. Data flows directly into the Xero ledger, removing the time and effort required for manual data entry. Ease and excellence!

WHAT YOU WILL ACCOMPLISH
  • How to get the most out of your XPM
  • Manage timesheets and WIP
  • How to best use the Practice Manager’s job templates
  • Better track performance and KPI’s
  • Navigate the Dashboard and Clients tabs

Learn with us here at FP Accountants, as our leading accountants will go through all the necessary practice workflows and knowledge you need to utilise and integrate Xero effectively within your capacity. Feel the difference knowledge and excellence can provide to you when we explain how you can maximise Xero’s potential and use it to better your business, reach KPIs, manage timesheets and more.

Learn More

More reasons to signup

  • Easy

    Not everyone is tech savvy, which is why we are here to make this experience as simple and easy for you.

  • Support

    Genuine support is available through weekly sessions with Neha and our closed Facebook group for all your queries.

  • Convenient

    Experience flexibility and convenience with our online only approach, so you can fit us into your schedule.

  • Relevant

    Courses are designed for now and the future, so you can be sure to stay ahead of all the hottest industry topics.

  • Expert knowledge

    With ample real world experience, Neha is an expert in her field and is passionate about sharing her learnings with you.

  • Valuable

    With each course, Neha delivers tremendous value with industry insights that will help you harness your skills for a successful Accounting career.

About The Instructor

Expert who will be conducting this webinar

Neha Nayyar

Instructor

Numbers have always been Neha’s passion and this ardor combined with a flair for accounting inherited from her grandfather, inspired her to take up accounting as her profession.
Her father has been a business owner all his life, so she understands the nitty-gritty that a business owner endues on a daily basis. It is that essence that inspired her to provide a solution to those who can better invest their time in their business.
After completing her Masters’s in accounting and becoming a qualified CPA, Neha became aware of the fact that several start-ups and small businesses have to juggle a lot of tasks such as accounting, marketing, and insurance. These tasks are time-consuming and can distract the business owners, therefore hindering business growth. From here, the idea of Sum and Substance clicked to Neha.
Sum and Substance steers businesses through easy decision-making Processes and helps them accomplish goals on time.
We aid businesses in setting up bookkeeping, accounting and administration systems. We can assist in setting up your initial bookkeeping system, provide training and offer strong ongoing support keeping in mind your business requirements.
So, indulge your passion. Share your business requirements with Sum and Substance.

We are here to help you.

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