Have you moved to Xero Practice Manager but feel you’re not getting the most out of it? Do you want to produce tax returns in the shortest possible time, free up your staff to take on new customers or reduce the amount of non-billable hours on admin?
Xero accountants can select from a growing array of tools to help them run their practice efficiently. Which ones should they choose and how should they use them?
The latest Macpherson Report profiles two of the most highly automated firms in Australia, Xero gold partners Interactive Accounting and Zerobooks. Cloud software consultancy Your Modern Practice, which helps accounting firms set up of Xero Practice Manager, provides additional advice.
The 22-page Macpherson Report examines their choice of cloud software apps and how they use them to optimise key processes required to run an accounting firm.
The Macpherson Report includes comprehensive advice on:
- How to automate client onboarding
- How to collect information from clients
- How to automate job workflow
- How to automate client communications
- How to automate accounts payable
- How to automate accounts receivable
The Macpherson Report is available now for Digital First readers at a discounted price of A$249 + GST. In 10 days it will rise to its regular price of A$279 + GST.
No matter how well designed the tool, it will only produce excellent results when you work out the best way to use it. Discover how much of your firm can be automated.
You can buy your copy of the Macpherson Report here.