Case Studies

We respect the privacy of our Accountant clients who choose to keep their names confidential.

Client: ABC (Tax Account One Partner Practice with one Admin staff)

Problem

  • Financial reports were being done after exporting from Accounting Software on Excel
  • Financial reports were taking a long time and often any changes required were labour intensive
  • Client wanted better and efficient reporting system 

Recommendation: We conducted a discovery session with the client and came with the following recommendations

  • To use Xero Practice reporting to solve the problems above
  • We set up reports and train them on how to use them and make changes as needed.
  • Signed up for our monthly membership to get ongoing help at an economical price and in a timely manner

Solution

  • Client started using the reports we set up for them with some initial help
  • We helped set up reports and trained them on how to make changes as needed.
  • Signed up for our monthly membership to get ongoing help at an economical price and in a timely manner. So when they need help, we are there for them.

Client: XYZ (Tax Account 2 Partner Practice with one Admin staff and 5 Accountants)

Problem

  • Financial reports were being done after exporting from Accounting Software to reporting system
  • Financial reports were taking a long time and often any changes required were time consuming to working between 2 systems
  • Workflow system was not being used optimally

Recommendation: We conducted a discovery session with the client and came with the following recommendations

  • To use Xero Practice reporting to solve the problems above
  • We set up reports and train them on how to make changes as needed.
  • We Clean up XPM and provided training to the team
  • Signed up for our monthly membership to get ongoing help at an economical price and in a timely manner

Solution

  • Client started using the reports we set up for them with some initial help
  • We helped set up reports and trained them.
  • We helped clean up and correcting the set up for XPM. The team is now using this properly for issuing quotes, invoices, timesheets and reporting
  • Signed up for our monthly membership to get ongoing help at an economical price and in a timely manner. So when they need help, we are there for them.
  • Clients have saved time by 50