Bookkeepers: save time and provide the the cleanest books ever
Michele Grisdale is the founder and director of Rainforest Bookkeeping, a 100% cloud-based, paperless practice, Xero Silver Partner and staunch supporter of trades, small businesses, bookkeepers and BAS agents. Without apps like XBert and programs like Xero, Michele says there's no way she'd still be in bookkeeping with all the data entry, mountains of paperwork and walls of filing cabinets required.
What XBert does for Rainforest Bookkeeping
Michele's goal has always been data integrity. XBert saves Michele so much time and helps her provide the cleanest set of books ever to clients. The AI audit and process automation finds issues, errors, anomalies and duplicates.
I trust that XBert has my back so that I can better serve my clients. XBert eliminates the non-billable time I used to waste, and I know I'm providing the cleanest set of books. It's a really exciting app built for professionals. With Xero and Receipt Bank, I was able to go paperless, now with XBert, I can manage work from anywhere.
With XBert Workflows, Michele's been able to throw away her whiteboards and manage her practice from anywhere. Michele hadn't found anything to beat her whiteboards for daily planning, managing and checking services and workflow. She was searching for her Holy Grail - a whiteboard she could take with her at all times and access from her phone. XBert’s Work board is the answer. It gives Michele the in-her-pocket, take-anywhere, visual representation of her whiteboards she always wanted. At a glance, she knows what needs to be done for each client and by when, and that she can take the weekend off when her dashboard is full of green ticks.
XBert's changed my business. What you think is a clean set of books isn't until you have XBert. Now I'm confident of what I'm presenting to clients. Seeing all of my clients on my XBERT CONNECT dashboards allows me to focus on the risks for each client. The Process Status dashboard is my take-anywhere whiteboard for practice management, and I have peace of mind that it's all under control.
Michele wants to be as efficient as she can and hates 'unnecessary clicks'. Before XBert, she'd have to open every client file to check if there were any issues. Now she can work by exception with XBert alerting her to possible mistakes, anomalies or things that don't seem right. Using XBert's Template Tasks, Michele can create standardised templates for common workflows and ensure consistency of service across her client base.XBert gives her peace of mind and the efficiencies that allow her to continue doing what she loves – bookkeeping, mentorship and supporting clients to do more of what they love.
XBert's like having an additional staff member to check our work. As my practice grows, it gets more difficult to double-check every transaction for every client. We've worked XBert into our workflow, so we have XBert, Xero and Receipt Bank open at the same time to make checks or adjustments on the fly, ensure subcontractors and supplier details are accurate before the invoices get processed, and set rules for suppliers to avoid errors in future invoices with GST setting. TPAR will be a breeze. Welcome to the team XBert!