Future Proof Accountants - Blog Posts Under Accounting

onboard

No matter which industry you work in, if you have clients, it is crucial to have a consistent onboarding process. An onboarding experience should be consistent and set the tone for your relationship moving forward. If it is a welcome phone call or email, everyone should receive the same experience. Here is an example of […]

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report

If you have been considering adding a bookkeeping arm to your accounting practice, firstly you should ask yourself why! The simple reason may be to add another income stream. This is completely okay. Some practices are adding the bookkeeping services because they can’t find quality bookkeepers for their clients to use. Others may add it […]

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If you look after several businesses in Xero and want to ensure all your clients have their single touch payroll are lodged, you can easily do this in the one place. This tip is a great time saver and will save you from having to open each and every clients file to ensure everything is […]

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Medical Professional

By having the blank report feature in Xero Practice Management, you can take your reporting to the next level. It enables you to have flexibility when it comes to creating a report from scratch. Here are my three favorite ways to use the blank report:  1. Presentations Basically anything you need to put in writing […]

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House

We are all busy right? Anything that can save me time, I am interested in knowing more. WorkflowMax and Xero are two of my favourite programs because they save me and my business TIME – and we all need more of that. I have put together a list of my favourite things about using Xero […]

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2

You are experts at what you do however reporting set up is a different skill set to that of an accountant. Reporting for any business is critical and the correct reporting can make a significant difference to a business’s success, especially when big decisions are made off the back of reporting data. With so many […]

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tick box
October 25, 2021

Spotlight vs Fathom

Depending on the kind of advisory your practice provides, you have the choice between either as both platforms are highly functional and reputable, however the final decision of which software you choose will completely depend on your clients needs. To know which is right for your practice, there is no straight answer for that, as […]

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We are all guilty of it, we get so busy in our operational side of the business that our own practice systems might need a refresh so it is always a good idea to get a regular health check. In the same way we look after our personal health, checking on your practice’s health from […]

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When you are reporting from Xero Practice Manager, finding the right report can be very difficult. You can of course go through the Reports tab and see if you can find what you are looking for. However my tip would be to use the Report builder. The Report builder is very useful. It has plenty […]

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Recently we helped a practice get set up on Xero Projects, as they wanted to use this platform instead of XPM. So I wanted to take a look at both platforms and go through the differences. Both systems are great, Xero projects is perfect for small whereas XPM is suitable for bigger practices or multi partner […]

Read More Practice Management, Support