Bookkeepers rejoice! Know what work will be involved when onboarding a new client, find out just how clean your current client books are and save hours of manual bookkeeping checks, in a few simple clicks.
ABN and GST status, business insolvency, duplicate invoices and bills - that's just the tip of the iceberg when it comes to time-consuming manual checks for bookkeepers. But what if you had a silent partner doing that work for you?
Getting information from your clients in a timely matter can be a pain. Complicated checklists, manual checks and rework can exacerbate the problem. But if you're starting to feel the EOFY pinch, it’s not too late to make some changes.
We know how the workload has increased for bookkeepers. Ensuring data integrity, process checklists, outsourced teams, an increasingly demanding client base – it’s a lot. And we have built XBert specifically to help.
If your long (or short term) goal is to sell your bookkeeping business – or even to retire completely - it’s important to consider now, how implementing technology solutions in your practice will make that entire process easier.
Change can be hard. Keeping up with fast-evolving tech tools can be overwhelming. Here we share top tips for bookkeepers looking to take the fear and pain away from embracing technology in their business.
Being a bookkeeper is 2021 looks markedly different from what was expected even five years ago. With technology moving so fast and so many changes on the horizon - where do you need to focus to keep your finger on the pulse?
Month-end, BAS and TPAR lodgement, End of Financial Year can be stressful enough for bookkeepers, without knowing you might find some nasty surprises courtesy of your client’s ‘less than professional’ reconciling. But there's a solution.
Technology is here to stay - and so are bookkeepers, with enhanced service offerings and more value to add to businesses of all sizes. Find out the top traits of bookkeepers dedicated to evolving their services.
“XBert has saved me having to hire another part-time employee.” Trina Dando of South Coast Bookkeeping loaded a few files into XBert and immediately saw the benefit of the comprehensive list of risk alerts and AI-audit features.
Heather Smith has spent nearly two decades working with the cloud accountants, bookkeepers and advisors community. In this guest blog, she shares how using technology and automation, and focusing on niches, can be wildly lucrative.
When it comes to the financial health of your clients, there can be no guesswork. XBert and Float are teaming up with an incredible offer to help bookkeepers everywhere save time, evolve their services and add meaningful value to their clients with smart, accurate advice.
Non-billable hours: every bookkeeping business has them. But do you have more than you should? And how can you ensure you’re making the best use of your time? Read on to discover the best way to reduce your non-billable hours and increase productivity.
Despite early concerns bookkeepers and accountants could lose their relevance to robots; it seems the opposite is true. AI and machine learning have allowed bookkeepers to evolve their professional services in a number of ways.
With more business owners taking over managing their books, bookkeepers are often left to clean up coding errors, invoicing mistakes and other issues. We discover the 12 most common errors many bookkeepers are left to resolve every day.
Looking for an awesome accounting or bookkeeping blog? We've done the digging for you. Here we feature some of our favourite Australian accounting and bookkeeping blogs, covering all things industry-related: great and small.
XBert's ground-breaking browser extension for bookkeepers just went to a whole new level, taking your productivity with it. Get real time risk-alerts in Xero and view, manage and create tasks as you work on any site.
Fostering a great culture and keeping track of productivity can be a challenge while working remotely. The XBert Team shares some simple steps that will help your team not only survive, but thrive while working offsite.
While there are many positive benefits to having outsourced bookkeeping teams – there are also issues that can be exacerbated by distance. Jolene Lutman shares her experience with managing outsourced teams.
One lesson in business is always true: if you’re not innovating, you’re falling behind. Fail to stay on top and you risk losing your clients to competitors who have adopted the best practices. Accounting process automation is no different.
Having expanded across Australia in 2020 and with a rapidly growing client portfolio, it was imperative 'full-stack finance team' Xeta had fail-safe processes and high-scalability systems in place. Enter: XBert.
For accountants and bookkeepers, January means we’re only just on the downhill run towards the end of the financial year. Now is the time to ensure you have the systems and processes in place to make it smooth and pain-free.
Let’s be real. No matter how rigid and organized your practice processes are, there are always sneaky errors that can creep through. We’re all human. Luckily for accountants and bookkeepers everywhere, XBert isn’t.
Given the rapidly changing face of the business world and the trials and tribulations highlighted by the COVID-19 pandemic, BI Reporting is proving to be imperative for accountants and bookkeepers looking to collect data effectively and turn insights in action.
Jolene Lutman is a business analyst, productivity proponent and tech-focused bookkeeper whose mission is to save clients time and boost efficiency - and XBert is exactly what she was looking for to help meet those needs.
We have huge news! XBert's a finalist in the FinTech Australia Awards recognising start-ups delivering transformative new financial services through the innovative use of technology - and you can vote for us.
XBert's been awarded an AusIndustry grant to fund continued innovation, global market expansion and help more businesses and advisors detect risk and make smart decisions using accurate data and insights.
Businesses can change ABNs, GST status or cancel their business registration at any time. XBert audits cloud accounting data and monitors the Australian Business Register so you meet compliance and spot risks.
Michele Grisdale from Rainforest Bookkeeping uses apps to drive efficiencies and add value for clients. Yet, she couldn’t find an effective replacement for her process management whiteboards - until XBert.
XBert's powerful AI audits accounting data hourly ensuring your reports are accurate for smarter, data-driven decisions and advice. Along with our process automation tools, you can manage bookkeeping workflows efficiently and save money.
Diane McCaffrey and her team love perfect. They use XBert daily to ensure accuracy and automate manual audits and checks like GST and ABN changes. Improved data integrity and insights mean clients also reap the benefits.
As a business solutions manager, Liam McNamara’s always hunting for innovative tools to drive efficiency and ensure data quality. Read how XBert helps Liam and the Jaquillard Minns team increase and improve advisory.
Bookkeepers and accountants are going above and beyond supporting clients while under enormous pressure. XBert CONNECT’s AI-powered alerts, automation and process management save vital hours for higher value tasks.
Keep track of your clients, process flows, team workload and service offerings with our Template Tasks and AI-powered Process Status dashboard. We've got pain-free automated process management covered.
XBert co-founder Troy Brown was devastated when he lost his business after the Global Financial Crisis. We want to help. Our free trial is 90 days for single businesses and we have a tailored partner program for advisors.
XBert gives you up-to-date visibility over bookkeeping and business health at any time. Collaborate better with advisors, receive alerts to bookkeeping risks, catch mistakes early, and improve accuracy and compliance.
We attended the Xero Roadshows to showcase XBert and meet with accountants, bookkeepers and small businesses. We discussed what you love about your work, what needs improving and what the future holds.
Duplicates are time-consuming to fix and can cost money. You could pay bills twice, inflate sales with duplicate invoices or send invoices to the wrong address. XBert’s automated checks will find duplicates and mistake money.
The late payment of invoices is a major cause of stress for small business owners affecting both their wellbeing and business viability. XBert can help you better manage overdue invoices, cash flow gaps and reduce debtor risks.
Keeping track of invoices is difficult and errors happen. Duplicate invoices can be a pain to fix, may affect your relationship with customers and clients, and inflates your income which can influence your business decisions.
Are you able to easily track anomalies and possible errors in business finances? When a bill is much more or less than previous months, will you know and check? Or are you too busy and you'll pay it without realising there may be an issue?
An audit by the ATO can put the fear into any small business owner, but it doesn't have to. With XBert monitoring your Xero accounting data, we can help make your books more accurate and reduce the risk of non-compliance.
Take productivity to the next level and use XBert's groundbreaking browser extension to get hourly risk alerts in Xero! You can also view, manage and create tasks as you go. Save time and money, no sweat.
GST compliance is a burden for small business and can cause business risk and financial loss. Don't be the one responsible for non-compliance and liability. XBert can help resolve GST risks, save you time and reduce stress.
When is an invoice really overdue? Your customer's payment terms may not match yours. All business owners have to deal with late payments, but when does it become a serious debtor risk and not just a difference in terms?
Do you have dirty data - multiple contact records for each customer or supplier? Are your invoices not paid because they're sent to an old or inactive address? Is your business data reflecting the real picture?
It was a massive week at Xerocon. The team ran over 160 XBert CONNECT demos, sat on expert panels, explored business risk alerts and workflow management, showcased XBert's smart data and insights and more.
Communication with your team, bookkeeper and accountant is key to a successful business. Our new TEAM CHAT feature ensures you have all the collaboration tools you need to help reduce risk and save money.
It's hard enough for business owners to get everything done, and then there's the books. Bookkeepers manage multiple client tasks. How will you know when there's money at risk, or will it slip through the cracks?