Xero Practice Manager Best Practices

Will McTavish

Who is this course for?

This course has been created for Accountants that are currently using Xero Practice Manager but feel they aren’t quite utilising all the features of the platform, or are having issues with their scheduling, billing and reporting processes.

What does the course cover?

This course takes your from a novice to an expert with Xero Practice.  You will learn every process you need to know as an accounting practice and all the workarounds we’ve figured out to help you get the most out of your Xero Practice Manager.

How long does it take?

There is about 6 hours of videos in the course, and we’d recommend putting aside another 4 – 6 hours to practice what you are learning.  We advise working in 2 hour blocks to maximise your knowledge retention, so you should be able to knock this course out in 3 – 4 sessions.

Why take this course?

There are so many Xero Practice Manager (XPM) users that are having issues with their invoicing, or feel they aren’t getting the full benefit from the platform.  This course turns critics into advocates of XPM because they finally get to experience the power of the best job management system on the market.

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What our fans say

I found working with Will extremely productive. We had been using WorkflowMax for several years but Will’s input and the online training course provided us with insights into areas we hadn’t previously fully explored. In particular, we now have a range of invoice templates that suit different situations. I’d highly recommend working with Will and the team at Link Academy to get the best out of your investment into WorkflowMax.
Mark Presnell - Convergence
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