pricing
Implementation Pricing
all fgs implementation options come with the best & most experienced Xero Practice Manager implementation partner and combined 40 years experience in the accounting profession.
Included
Excluded
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
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.
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
support & self implementation
free review
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 support@fgsadvisory.com.au as an advisor to your account and order now
$0
email only support
Support for Xero Practice Manager, WorkflowMax, and other Xero Practice Studio products
What’s included?
- FGS Email support for procedural and reporting queries
- 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.
$99/mo
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
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
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
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:
- Client Custom Fields
- Suggested Client Business Structures
- Lead Manager Configuration and Quick Quote Templates
- 23 job templates and standard billing paragraphs
- Job States and Workflow reports
- Invoice Templates and Payment Gateway Integration
- Staff access and setup (up to 5 staff)
- eSign email wording and setup
- Instructions to get started and ‘top 5 rules of using XPM’
$1,375
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
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
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;
- Morale
- Culture
- 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
$495
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
$1,450
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
$1,450
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 Development
$1,450
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
$1,450
Operating systems review, current frustrations, action plan to develop operating systems. Action plan for Operating Systems Development – including specific systems to create or update
Marketing Systems
$1,450
Developing the message, use of social media, customer relations and communicating value. Action plan for Marketing Systems development
Financial Systems
$1,450
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
$1,250
monthly meetings, one per quarter at your office, minimum of 6 sessions