all fgs implementation options come with the best & most experienced Xero Practice Manager implementation partner and combined 40 years experience in the accounting profession.
other xero practice tools
Self-guided training to setup workpapers, and training videos for your team.
- Setting up Xero Workpapers for your practice
- Using Xero Workpapers
- Client Queries, Finalising Workpapers
pre-recorded administrator video training: $495
videos + one-on-one ‘train the trainer’ online training: $1,495
xero tax conversion
Migration of 2016 tax form data from MYOB AE & New AO (SQL only)
- Tax form cover pages from 2014
- Rental Schedules
- Depreciation Schedules
- Carried forward amounts and values
pre-recorded administrator video training: $990
videos + one-on-one ‘train the trainer’ online training: $1,895
xero report templates
Setup of Xero report templates to enable first class financial reporting, as well as provide standard chart of accounts with instructions for your team.
pre-recorded administrator video training: $1,450
videos + one-on-one ‘train the trainer’ online training: $1,950
support & self implementation
For your FREE 21 point review of Xero Practice Manager we look at the 6 pillars of XPM and give you scores on: Clients, Jobs, WIP, Invoicing, Reporting, Leads.
Simply invite firstname.lastname@example.org as an advisor to your account and order now
Support for Xero Practice Manager, WorkflowMax, and other Xero Practice Studio products
- Monthly topical 1-hour webinars (topics based on your feedback or “what’s new”). That’s an hour of training for your entire team every month!
- Tailored support specific for accounting firms
- Provided by FGS, one of the most qualified and experienced partners with second-to-none product knowledge
- We provide your product feedback directly to developers
Ongoing email support is offered only to FGS clients. We provide a tailored service that ensures every response is given with your business in mind.
If you’re not an FGS client we will still provide you with all the other value offered in our support packages – including monthly webinars and the opportunity to provide your product feedback. Speak to us about a review of your implementation in order to become an FGS client and have access to ongoing expert support.
We work towards your specific needs by understanding the things that make your company unique. From your company culture to your vision for growth, we consider the factors that make you special and provide customised support that suits your needs.
Whether it is Workflowmax implementation, Xero Practice Studio implementation or any of the broader issues related to Practice Studio for accounting firms, our team can handle it. We have a service standard of 2 business day turnaround for queries.
If you’ve self implemented WorkflowMax or Xero Practice Manager in your business but want some brush-up training, or general guidance and support to maximise the potential for your business while keeping the investment low – this is perfect for you.
Spread over four, one hour webinars we will work with you to train you and your team on all aspects of WorkflowMax – based on what you tell us you need help with; or based on our expert knowledge of what the product can do for your business.
Over these four value-packed webinars we can cover:
- Back-end setup
- Client Database
- Job Management
- Lead Management
- Quote/Proposal Templates
- Work in Progress and Invoicing
- Invoice Templates
- Lead and Lag KPI Reporting and the Report Builder
- Anything else you need to do in WorkflowMax
As part of these webinars you also receive a complimentary month of support from FGS.
Xero Practice Management
A specially developed programme for Xero Practice Manager users. FGS have developed a specific set of reports to help manage your practice. We will work with you to review specific KPIs monthly and create an action plan to hold you accountable to improve performance
Together we will review:
- Job Turnaround
- Completion on Time
- Profitability on jobs
- Allocation and Job Sharing
- GP by Manager, Partner and Division
- Current Overdue jobs
- Completed jobs not billed
- Number of leads created and converted
- Number of quotes issued
comprehensive organisational review
Does your business structure need a health-check? Do you want to measure employee satisfaction and partner satisfaction?
FGS will conduct an organisational review and provide a summary of findings and recommendations for you.
Step 1 – The practice team members are asked to complete an online questionnaire anonymously. The questionnaire is based on their views of the practice in several areas including;
- Citizenship (sense of belonging)
Step 2 – The Partners are also asked to complete the online questionnaire assessing the same criteria.
Step 3 – An organisational structure review including;
- Review of actual structure
- Hierarchy or roles
- Position descriptions
- Personality profiles
Step 4 – Results and recommendations based on findings as-well-as action points;
- Summary of the themes of employee responses
- Organisational structure report
- Personality profile summary
- Recommendations and action points
change management assessment
Assessment of your readiness to change
Step 1 – An online questionnaire based on the deeper aspects of the psychological model of change;
- Identification of the drivers for change
- Assessment of readiness for change (workbook provided)
Step 2 – An online teleconference or go-to meeting (1 hour) to discuss the assessment of readiness, given as a score and a summary of the strong and weak points.
Understanding your Practice Strategy Sessions
Vision and Pathway
This session will start to identify your personal vision, and focus on how it aligns with your business vision and your partners’ vision. We will conduct personality traits assessments for each director, discuss personal branding, your overall business pathway and develop an action plan to resolve current issues and frustrations
People & Systems Development – Introduction
Establishing a systems based approach to business development. This session investigates a high level overview of your business’ organisational structure, operating, marketing and financial systems and identifies a clear plan for development priorities
People review, job result statements and management structure. Action plan for People Development – including structural changes, result statements development, training requirements, and any personality mis-matches
Operating systems review, current frustrations, action plan to develop operating systems. Action plan for Operating Systems Development – including specific systems to create or update
Developing the message, use of social media, customer relations and communicating value. Action plan for Marketing Systems development
Processing, Reporting, Business KPIs, Lead and Lag indicators. Formulate a list of appropriate financial KPIs, reports to create and review and ensure financial systems are timely and accurate
Ongoing Strategic Management Sessions
monthly meetings, one per quarter at your office, minimum of 6 sessions