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

Tools to Take Your Customer to the Next Level

Using XPM for Practice Reporting

WorkflowMax Masterclass

WORKSHOP - BAS/GST/Reports/Tax in Xero

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

WORKSHOP - Setting Up WorkFlowMax

WORKSHOP - Using & Setting Up XPM

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

Building ChatBots with ChatGPT

Implementing AI in your Firm

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

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

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

How we use Spotlight reporting for custom and management 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

Create Work Quality Control Systems in Xero for Your Practice

End of Year Review in Xero

Reviewing Client's Xero Files

Getting Ready for End of FY23 in Xero

Managing Payroll in Xero

Single Touch Payroll & Payroll Tax in Xero with EOY Finalisation

Using Payment Gateways with Xero

How to Use Hubdoc & Dext Integration with Xero