Pricing

Implementation Pricing

All fgs implementation options come with the best & most experienced Xero Practice Manager implementation partner with combined 40 years experience in the accounting profession.

yes Included

no Excluded

Xero Practice Manager
“Minor Tweaks”

Online Assistance

“We need some help”

One Day Workshop

“Help us do it all”

Full Implementation (<10 staff)

Full Implementation (>10 staff)
Best Knowledge in the Industry

the most experienced Xero Practice Manager implementation partner and combined 40 years experience in the accounting profession

yes yes yes yes
Online training and discussions via GoTo Meeting

meetings conducted via GoTo Meeting, recorded and provided to you as needed

yes no yes yes
Training day at your office

Comprehensive training for your team, always at your office to make sure everyone can use the system from day one

no yes yes yes
30 Days Support

Unlimited email support via our support helpdesk

no yes yes yes
Full Strategy session

Helping us to understand the why, when and who will make the implementation a success

no no yes yes
We’ll do the setup

We complete the setup and customisation of XPM to suit your business

no no yes yes
Online Management Introduction

Once setup, we walk-through the proposed new system with the leadership team to make sure we’re all on the same page

no no yes yes
Administrator & Follow-up training (1 day) at your office

Training for your administration/leadership team so you can administer the system after the implementation is done

no no yes yes
Additional 30 days support

Extended support for you and your team

no no yes yes
Follow-up Training

Followup and make sure any teething issues are resolved, and healthcheck to make sure you’re getting the most out of XPM

no no no yes
Change Management Support & Planning

Help selecting an internal champion to lead the way at your firm, personality trait assessments for leadership team and direct support for change management throughout the process

no no no yes
Commencement to Go Live
3 x 1 hour webinars 1 day at your office. 1 hour followup 4 – 6 weeks 6 – 8 weeks
Inclusions
online assistance one day workshop strategy, implementation, training, followup change management, strategy, implementation, training, followup
Productive hours one person could save*

*In the first year, based on feedback from implementations we have completed in the past

10 40 100 >300
Equivalent @ $180/hr
$1,800 $7,200 $18,000 >$45,000
Pricing

$990

$2,995

$6,800

POA

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Other Xero Practice Tools

XPM Client Database Conversion

Finding the data conversion difficult? FGS will expertly extract your data from any system (MYOB AE/AO, Handisoft, iFirm, Elite, APS) and convert it to XPM. This service includes conversion of:

  • Main client information (Names, phones, emails, addresses, DOBs, TFNs, ABNs, ACNs, Custom/Extra/Dynamic Fields, Family Groups
  • Relationships (directors, shareholders trustees, spouses)
  • Tax rollover information for SQL MYOB AE, New AO conversions (schedules, assets etc)

We can also provide your database to you, in Excel, for review prior to import; allowing you to cleanse the data or tidy it up.

What is not included in the import:

  • Tax rollover information for Handisoft, APS, Elite conversions (schedules, assets etc) – contact us to discuss
  • Client Notes
  • Client ledger data – contact us for assistance

Delivery within 1 week

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XPM Work in Progress Import

FGS can convert your work in progress balances to jobs in XPM.

All we need for you to do is send a WIP Report by Client or by Job to Excel, then to us. We’ll take care of the rest including:
– Create new jobs to house the opening WIP or match to existing jobs in the system
– Import the WIP balances to XPM

Note it is FGS policy not to import detailed timesheets, Opening WIP converts as a balance only

Returned to you within 2 days of receipt.

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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.

Delivery within 1 week

pre-recorded administrator video training:  $1,450
videos + one-on-one ‘train the trainer’ online training: $1,950

Buy Video Training Only  Buy Video + Online Training

Support & Self Implementation

Email Support with monthly support call

Support for Xero Practice Manager, WorkflowMax, and other Xero Practice Studio products

What’s included?

  • All of Basic Support inclusions
  • Monthly topical 1-hour one-on-one support call (topics based on your feedback or an agreed agenda)
$350/mo

Subscribe

Fortnightly Support Sessions

Support for Xero Practice Manager, WorkflowMax, and other Xero Practice Studio products

What’s included?

  • All of email support inclusions, plus
  • fortnightly support one-on-one call (up to 1 hour) for Q&A workshops
$500/mo

Subscribe

Self Implementation Online Assistance

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 threef, 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 three 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.

$990

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XPM Setup Only – Small Firm

If you have 5 staff of less, just want to get started but want to start right, use FGS to set you up on Xero Practice Manager.

Use our experience and save yourself hours in setup time.

Provided to you within 3 days, our setup includes:

  1. Client Custom Fields
  2. Suggested Client Business Structures
  3. Lead Manager Configuration and Quick Quote Templates
  4. 23 job templates and standard billing paragraphs
  5. Job States and Workflow reports
  6. Invoice Templates and Payment Gateway Integration
  7. Staff access and setup (up to 5 staff)
  8. eSign email wording and setup
  9. Instructions to get started and ‘top 5 rules of using XPM’

 

$1,375

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Strategy

Xero Practice Management

$750/mo

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

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More Information

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

$3,450

More Information

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;

  1. Morale
  2. Culture
  3. 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;

  1. Review of actual structure
  2. Hierarchy or roles
  3. Position descriptions
  4. Personality profiles

Step 4 – Results and recommendations based on findings as-well-as action points;

  1. Summary of the themes of employee responses
  2. Organisational structure report
  3. Personality profile summary
  4. Recommendations and action points

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Change Management Assessment

$495

More Information

Assessment of your readiness to change

Step 1 – An online questionnaire based on the deeper aspects of the psychological model of change;

  1. Identification of the drivers for change
  2. 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.

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Understanding your Practice Strategy Sessions


 

Ongoing Strategic Management Sessions

$1,250

monthly meetings, one per quarter at your office, minimum of 6 sessions

Enquire Now