How productive are you with Xero reports?

Who is this post for?

This post is for Xero Partners who use Xero report templates.

It will help you:

  • Measure your productivity against our customers
  • Determine what you need to do to get to the same level as our customers

We hear horror stories


Almost every customer that comes through our doors brings a story.

More than 50% are horror stories.

Stories of taking 30 minutes to produce a set of financial statements.

30 minutes?

Are you serious?

If that sounds like you, then read on, we can help.

Keep an eye on your times

How long does it take you?

Here are some example financial statements.

How long would it take you to produce these?.........they are for:

  • A trading trust
  • 10 beneficiaries
  • Corporate trustee
  • 2 directors
  • Trust minutes included
  • Tax reconciliation included

Take an honest guess.

Is it over 5 minutes?

If it is, we want to know why........what are you doing that takes so long?...........if you are over 10 minutes, we have some serious issues around set-up and usage.

Not good.

What do we do to help you?

We are in the business of time saving.

We sell you time.

What we do to create time saving is, the 5 core services:

  1. We build reports to meet the needs of your practice and your customers, using our best practice methodology 
  2. We provide you master chart of accounts that matches the reports
  3. We provide you with an online training session on how to use the new toys
  4. We provide unlimited technical "how to" videos to assist with tasks and processes
  5. We provide follow up services to ensure this project is a success

The 5 makes up our core service.

We can also:

  • Help migrate conversion balances and fixed assets
  • Help tidy up your current customers

Each customer of ours has different needs, we customise to suit you.

What do you get?

You get productivity.

We provide these productivity measures to our customers.

Our customers can get on with their jobs knowing they have the greatest efficiencies using the best practice reporting platform that Xero offers. 

Check out the customer testimonials, they are all on Linkedin if you feel to need to check.

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