As an accountant or bookkeeper, you know how important it is to keep track of your time and resources. But with so many clients to serve and tasks to manage, it can be challenging to stay on top of everything. That's where XBert comes in - by using Actual Time and Estimated features, you can gain valuable insights into your client's business operations and improve your overall efficiency.
Here are some of the benefits of using Actual Time and Estimated with XBert for you as an accountant or bookkeeper:
Keep track of your client's progress and deadlines.
With Actual Time and Estimated, you can easily track your client's time on each task and project. This allows you to understand if work is running to schedule, over time, across clients, your processes or any staff. By staying on top of your client's progress, you can help them avoid falling behind schedule and missing deadlines.
Measure your client's performance and profitability.
By tracking your client's time and resources with XBert, you can help them understand where time is going for their practice, helping them measure where they are headed. You can also help them know which clients are profitable or not, so they can make more informed decisions about which clients to focus on and how to allocate their resources.
Capture all your client's time, no matter what they work on
One of the most significant benefits of using Actual Time and Estimated with XBert is that you can help your client capture all their time, no matter what they work on. Whether it's emails, fixing issues, planned tasks, or ad-hoc work, you can cover their entire practice work. This helps ensure they don't miss any billable hours and can invoice their clients accurately.
Use Xero Practice Manager (XPM) to allow your systems to work as one
If you're already using Xero Practice Manager (XPM), you can easily integrate Actual Time and Estimated with XBert to allow your systems to work as one. This makes it easy to manage their entire practice in one place, from tracking time to managing their clients and projects.
Export all your client's time for reporting needs.
With XBert, you can export all your client's time and use it for any reporting need. This makes it easy to generate invoices, track their profitability, and analyze their business performance.
Gain in-depth business intelligence reports.
XBert provides in-depth business intelligence reports to help you understand what is being worked on and how long tasks really take. This can help you make more informed decisions about their business operations, such as which services to offer or how to price their services.