WEBINAR REPLAY
THESE AREN'T STAFFING PROBLEMS. THEY'RE WORKFLOW DESIGN PROBLEMS, AND THEY'RE FIXABLE.
A practical session on building workflows and templates that scale, assign work to the right people and give you real visibility, without the admin overhead.
Watch the 70 minute replay. Fill in the form and we'll email you the link.
WATCH THE REPLAY
If you run bookkeeping services, you've probably felt it. Admin eating into margins. Client-specific information living in someone's head and getting missed. Work doubled up because nobody's sure who's doing what. A team that drowns when everything is scheduled at once.
In this session, Cassandra Scott and Felix McDonald take a practical deep dive into workflow template design, monthly, quarterly and EOFY task management, and building quality control into everyday processes. They build out real templates live in XBert, starting with STP finalisation.
You'll see what makes a good template, how to name and assign schedules by role, and how to compare estimated and actual time so you can plan capacity with confidence.
What You'll Learn
Where workflows fail and quietly cost your practice time and money.
How to design workflow templates that scale across your client base, with tasks automatically allocated to the right roles in your team.
How to link client-specific information into your workflow so nothing slips through and every job gets done right for that client.
How to build visibility into time estimated versus time spent, and build quality control into the everyday without the admin overhead.
Meet the Team!
Felix McDonald
Customer Success, XBert
