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WorkflowMax Masterclass

Workflowmax is the practice management tool which can help consulting firms like accounting firms to create efficient systems to run smooth business, create efficient work flows, scheduling tasks, creating and calculating work in progress.


* Limited registration only. Register before we’re filled.

What You Will Learn

Project Management is the basis of life. From young ages, we are always seeking solutions to our minor problems and coordinating people subconsciously to achieve an outcome. However, bringing it closer to the real world, Project Management plays a pivotal role in a businesses operation, fluidity and outcomes. With WorkflowMax, you are provided with the opportunity to excel and manage all your projects from anywhere, liaise with anyone via the software and keep everything intact.

We cover the following areas:
  • Step by step guide to setting up WorkflowMax
  • Practice Settings & Client Database
  • Creating – Tasks, Jobs, Invoices, quotes
  • Reports
  • Payroll
  • Timesheets
  • Learn how to maximise the benefits of using WorkflowMax and Xero together
  • Learn how to setup WorkflowMax for your clients

“Management is, above all, a practice where art, science, and craft meet.”

WorkflowMax also integrates with the leading accounting software, Xero. By integrating with Xero you will appreciate everything you need to maximise your business performance. Data entered into WorkflowMax flows seamlessly into Xero – saving time and eliminating double-handling. Run your jobs remotely with WorkflowMax cloud project management software. Do it all in one place, from anywhere – quoting, scheduling, time tracking, invoicing and reporting. Enjoy greater visibility over your people, and your profit.

Learn More

More reasons to signup

  • Easy

    Not everyone is tech savvy, which is why we are here to make this experience as simple and easy for you.

  • Support

    Genuine support is available through weekly sessions with Neha and our closed Facebook group for all your queries.

  • Convenient

    Experience flexibility and convenience with our online only approach, so you can fit us into your schedule.

  • Relevant

    Courses are designed for now and the future, so you can be sure to stay ahead of all the hottest industry topics.

  • Expert knowledge

    With ample real world experience, Neha is an expert in her field and is passionate about sharing her learnings with you.

  • Valuable

    With each course, Neha delivers tremendous value with industry insights that will help you harness your skills for a successful Accounting career.

About The Instructor

Expert who will be conducting this webinar

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Neha Nayyar


Numbers have always been Neha’s passion and this ardor combined with a flair for accounting inherited from her grandfather, inspired her to take up accounting as her profession.
Her father has been a business owner all his life, so she understands the nitty-gritty that a business owner endues on a daily basis. It is that essence that inspired her to provide a solution to those who can better invest their time in their business.
After completing her Masters’s in accounting and becoming a qualified CPA, Neha became aware of the fact that several start-ups and small businesses have to juggle a lot of tasks such as accounting, marketing, and insurance. These tasks are time-consuming and can distract the business owners, therefore hindering business growth. From here, the idea of Sum and Substance clicked to Neha.
Sum and Substance steers businesses through easy decision-making Processes and helps them accomplish goals on time.
We aid businesses in setting up bookkeeping, accounting and administration systems. We can assist in setting up your initial bookkeeping system, provide training and offer strong ongoing support keeping in mind your business requirements.
So, indulge your passion. Share your business requirements with Sum and Substance.

We are here to help you.

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