XBert Step Ahead Program
A partner program for practice success
Getting started with XBert’s Step Ahead program.
Your task & process automation up & running in no time.
-
Week 1
-
Week 2
-
2 Months
01
Identify your goals
Define what you and your practice want to achieve by engaging XBert
-
- Standardised internal business processes
- Consisitent internal business processes
- Reduce complexity
- Save time
- Client status
- Automated checks & errorprotection
02
Your tech stack
Your software apps that integrate with Xero.
-
- CRM
- Task management
- Reporting
- Client communication
03
Your process and services
Preparing the best way to set up processes in XBert
- services
- Bookkeeping
- Payroll
- Tax Return
- BAS
- Processes
- Sales ( AR ) & Purchases ( AP )
- Banking & Compliance ( BAS, IAS etc )
- Tasks
- Apply payments / repayments to bills and invoices
- Create new spend / receivebank transactions
- Check balances
- Clients
- Number of clients / types
04
Setting up XBert
XBert configuration will be held over two(2) workshops for tailored practice install
-
- Allocate recurring tasks to clients
- Setting date information and task scheduling
- Keeping in touch
- Contact person
- Setting contact time / date
05
Support channels for success
XBert’s here for you, we listen to our clients feedback on our roadmap.
-
- Provide supporting documentation
- XBert processes and task implementation
- Best form of communication( Slack, Teams, email )