Managing Client Expectations & Service Levels
Date: 5 March 2025 | Time: 12:00 PM AEDT
Capacity management directly impacts operational efficiency, client satisfaction, and profitability. Yet, the industry faces a growing crisis of staff shortages and burnout: in recent industry surveys, over 70% of firms report difficulties in recruiting and retaining qualified staff, and more than half of accountants say they feel overworked or on the brink of burnout.
Join the final in our three-part webinar series designed specifically for accountants, bookkeepers, and practice managers to optimise workload distribution, enhance client service, and scale sustainably.
Through expert-led discussions, practical strategies, and live demonstrations of XBert’s AI-powered Capacity Management tools, this series will equip you with the knowledge and resources to streamline operations, improve team productivity, and increase profitability—even in the face of ongoing staffing challenges.
- Gain Actionable Strategies to improve your practice’s capacity management.
- See XBert in Action with live demonstrations of capacity reporting and client profitability
- Get Expert Insights from industry leaders on managing operations efficiently.
- Interactive Q&A to address your unique challenges.
The first two sessions are available on demand.
✅ Why Capacity Management is the Key to Success for Accounting and Bookkeeping Firms
✅ Developing and implementing Service Level Agreements (SLAs) to set clear
✅ Expectations improve deadline management and client satisfaction.
✅ Using your enhanced understanding of capacity insights to create new service offerings and revenue streams.
✅ Accountants and bookkeepers managing growing client demands
✅ Practice managers facing team burnout or resource constraints
✅ Firms aiming to implement SLAs to improve service delivery
✅ Professionals looking to use capacity insights to create new revenue opportunities
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Heather Smith
Accountant & Storyeller ANISE Consulting
2024 Accounting Thought Leader of the Year
Cassandra Scott
Industry Specialist - XBert
Just ask XBert Intelligence
Discover actionable strategies to optimise your team’s performance and enhance your practice’s profitability.
Whether you’re a new or experienced XBert user, this webinar is your opportunity to discover how these tools can make 2025 your most successful year yet.