Stop firefighting jobs and start running the practice on rails. In this live session we’ll show how to lock deadlines in Xero Practice Manager (XPM) and Asana, visualise team load in Asana(Workload/Capacity), and wire simple automations so nothing slips. Then we’ll use Syft to read your client performance (packs, KPIs, consolidations) and Xero’s JAX AI to surface quick, actionable insights you can act on. 

Don't worry if you do not use Asana you can use the same process for other Task management systems like Monday.com

Outcomes 

• A deadline-proof workflow with XPM and Asana

• Outside the box ideas for controlling lodgements and month-end.

• A practice ops dashboard: Syft pack  

• JAX prompt playbook 

What you’ll learn 

• XPM for Job Management

• Asana for execution & balance& workload planning

• Syft for decisions

• JAX for quick answers

* This webinar will be recorded - all those that book will receive a copy of the recording after the event.

BONUS OFFER FOR WEBINAR ATTENDEES

XPM Practice Manager Pack - Save $170

The XPM Practice Manager Pack delivers a comprehensive series of sessions designed to help bookkeepers unlock the full potential of Xero Practice Manager. 

The webinars included are:

• Using XPM for Practice Reporting
• Taking XPM to the Next Level
• XPM Ideal Processes - WIP/Timesheets/Costs
• Best Practice Workflows in Xero Practice Manager

Ideal for bookkeeping professionals who want to optimise their practice management processes and gain confidence using XPM.

Valued at $396 - with this webinar - only $225

Disclaimer:

Whilst we take great care in delivering accurate information in our webinars the information presented and any supplementary materials we may supply, are provided to registrants for educational and information purposes only. Nothing contained in our webinar is to be considered as the rendering of accounting advice for specific sets of circumstances and we recommend that you seek appropriate accounting advice that is tailored to your specific circumstances. No fiduciary relationship is formed by registration in any webinar or associated materials we provide.