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 really enjoyed various courses. It is systematic and organised and takes me through the various steps thoroughly. It is very convenient as I can do it anytime and anywhere at my own pace. I like the top tips and common problems one may encounter.
It has helped a lot in putting a structure on how to plan an implementation with key dates and information required. The support I get is great and my queries answered promptly. It has been great dealing with everyone in your team, great service.


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