Webinars

Automating Proposals in Four Systems

Automating Workflows in WFM, Practice Ignition and Asana

Automating Workflow Max

Best Practice Workflows in Xero Practice Manager

Set Up & Workflow with Workpapers in Xero

Setting up WFM and Asana

WORKSHOP - BAS/GST/Reports/Tax in Xero

WORKSHOP - Practice Management - setting up Asana, Slack & Stripe

WORKSHOP - Setting Up WorkFlowMax

WORKSHOP - Using & Setting Up XPM

Tools to Take Your Customer to the Next Level

Using ChatGPT for Staff Training

Bringing Efficiency to your Practice with ChatGPT

Using XPM for Practice Reporting

Managing Your Practice Workload with Asana

ChatGPT & Client Management

Setting Up Strong Offshore Team for Your Practice

Setting Up a Profitable & High Tech Bookkeeping Arm

BAS/GST/Reports & Tax in Xero (with chatGPT)

Navigating the Complexities of Offshoring in Accounting: Strategies for Success

Building High-Performing Offshore Teams for Accountancy Practices

Streamline Your BAS Process for the New Year

Taking XPM to the Next Level

Creating Client Specific GPTs

XPM Ideal Processes - WIP/Timesheets/Costs

ChatGPT for Accountants: Transforming Client Communication & Workflow Efficiency

Staff Retention - Managing Work-Life Balance and Reducing Burnout

Building the Hybrid Accounting Workforce Offshoring and Onshoring with AI

Crypto Made Easy: ATO Guidelines, Tracking and Automation Tools

Building and Scaling an Efficient Offshore Accounting Team

What to Delegate to Offshore Staff (and What You Shouldn’t)

Staff Efficiency with XPM and Chat GPT Using Notes, Reminders & Tags Effectively 

BAS Made Easier: Xero Workflow + Syft Analytics + New Workpapers

Building a Practice That Can Run Without You

Preparing Your Practice for Sale - Lessons from a Real Practice Sale

The Human Side of Selling Your Practice

Data Quality Review and Accuracy FY2026

Embracing AI in Accounting

Implementing AI in your Firm

Offshoring 2.0: Leveraging AI to Streamline Remote Workflows

Building ChatBots with ChatGPT

AI-Powered Client Engagement

Avoiding ChatGPT Mistakes: Training Staff on AI Limits & Accuracy

EOFY STP Finalisation with AI

ChatGPT vs Claude - A Practical Workflow for Accounting Firms

AI-Powered Staff Support & Training Using Claude

AI Strategy Starter for Accounting Firms: What to Do Now & in January

How to Build an Internal AI Knowledge Base for Your Team

Setting Up XPM with AI

Transform Your Practice with Claude AI

Building a Tax Planning Template - Xero HQ & ChatGPT

Building a Tax Planning Template & Ratio Analysis in Xero (for AU & NZ accountants)

Building a Tax Planning Template in Xero

Consolidating Tax Planning Template in Xero - Semi Automated Way

Building a Tax Planning Template for Trusts in Xero

Tax Planning Template, Ratio Analysis & Super Contribution Report in Xero

WORKSHOP - Building a Tax Planning Template for Trusts in Xero

Getting Ready for Tax Time

Industry-Specific Tax Planning in Xero using Chat GPT

Tax Planning Templates in Xero HQ with Consolidations & Custom GPTs

Xero Powered Tax Planning with Templates and Chatbots

Smarter Tax Planning: Using Xero Templates + Claude

General Purpose Financial Statements - Tier 1

General Purpose Financial Statements - Tier 2

Building a Strong Bookkeeping Business

Managing a Bookkeeping Arm in Your Practice

Planning a Bookkeeping Arm to Your Practice

Reporting for your Bookkeeping Practice & Clients

Setting Up a Bookkeeping Arm in Your Practice

Using Outsourced and Offshore Staff in your Bookkeeping

How Webinars Can Help Accountants & Bookkeepers

Creating High Performance Teams with Offshore

Setting Up & Growing an Automated Bookkeeping Arm

Building the Ultimate Automated Practice

Bookkeeping With Minimal Human Effort

Comparing Reporting Systems - Spotlight & Fathom

Converting Clients Fixed Assets & Editing Report Templates in Xero

Creating & Training Clients in Custom Reports

Creating Management Report Templates in Xero

Divisional Reporting in Xero Using Tracking, Projects & Associated Reporting

Financial Reports Ready for Partnerships

Financial Reports Ready for Trusts

Financial Reports Ready for Company

Financial Reports Ready for Sole Trader

Fixed Asset Reporting

Offshore Bundle

Preparing you for strong offshore stuff

Preparing Financial Statements in Xero

Set up Xero Projects, Xero Expense & Xero Tracking

Taking Your Management Reporting in Xero to the Next Level

Xero HQ Reporting

Xero HQ Reporting & Rental Schedules

Xero Budgets & Tracking Categories Including Case Study

Xero Budgets & Tracking Categories

Xero Management Reporting

Next Level Custom Monthly Reporting

AI-enhanced Divisional Reports in Xero

Monetising Xero Custom Reports

Creating Xero HQ Reports for Financial Statements and Management Reports

Create Work Quality Control Systems in Xero for Your Practice

End of Year Review in Xero

Getting Ready for End of FY23 in Xero

Preparing for End of Year 2025: Data Quality Review and Accuracy Check

Managing Payroll in Xero

Single Touch Payroll & Payroll Tax in Xero with EOY Finalisation

How to Build and Scale Payroll Services in Your Bookkeeping or Accounting Firm

Year-End 2025 Payroll Prep: Compliance, Reporting and Streamlining

Payroll Compliance & More with Xonboard & Xero

Payday Super, Xonboard & Payroll Tax

How to Use Hubdoc & Dext Integration with Xero

Stripe set up and Management

Syft and Xero Combined

Advisory Packs Powered by Xero + Syft

Nailing Practice Management with XPM, Asana & Syft