Manage your client billing, staff performance and overall business profitability in one place.
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Xero Practice Manager is essential practice management software for the modern accounting firm. Often referred to as WorkflowMax for accountants, with XPM, you can manage your client base seamlessly right the way through from initial engagement inquiry through to the final invoice.
XPM's Lead Manager gives you a complete overview of all new client leads and where they sit in the conversion funnel. The ability to commence a job, manage its status, view and manage the WIP and subsequent invoicing right through to the Xero accounting file makes this integrated solution the ideal platform on which to run an accounting practice.
In addition, real-time job profitability reporting allows you to keep track of key productivity metrics such as hours on the job, turnaround time and value per client, while XPM's workflow tool makes managing ongoing compliance work a breeze.
When integrated with Xero HQ, Xero Practice Manager is ideal for small to medium-sized accounting firms and can comfortably scale to 80 staff members. However, the fit of XPM is not so much predicated by the number of staff in the firm, but more by the firm's structure - in particular the hierarchy. So if your firm has more than 80 staff, don't dismiss Xero Practice Manager without a detailed assessment of its functionality compared to your requirements.
Find out how Xero Practice Manager can help save you time, make your business more efficient, and boost your profits by getting in touch with us today.
We recently engaged Matthew and Business Continuum to undertake a review of our current workflow system and provide feedback on areas where we could improve. Within a week we received a four page evaluation that clearly identified a number of changes that we could implement that would simplify our workflow system and ensure greater efficiency. Matthew's existing knowledge of the industry was a real benefit to us as his recommendations were very specific and tailored to what we were looking for."