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 )