Recorded

Take your advisory services to the next level by unlocking the full power of Xero’s custom reporting tools. In this hands-on webinar, you’ll learn how to create, interpret, and monetise custom reports that go beyond the basics—think cash flow forecasting, job profitability analysis, and more.

Whether you’re looking to deliver more value to clients, streamline reporting workflows, or turn insights into income, this session is packed with practical tips and real-world examples to help you do just that.

What you’ll gain: 

 • Step-by-step guidance on building high-impact custom reports in Xero

 • Strategies to turn reports into billable advisory services

 • Real-life use cases: cash flow, job profitability, and KPI dashboards

 • Tips for pricing and positioning your reporting services effectively

Ideal for accountants and bookkeepers ready to move beyond compliance and into profitable advisory work.

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

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.