XBert Academy: From Setup to Service
A four-part interactive Lunch & Learn series designed to help bookkeepers & accountants set-up & use XBert.
Tue, June 10th | 12PM AEST
1. Set Up XBert Right from Day One
- Customise XBert to suit your firm's structure.
- Create consistent roles, permissions, and task statuses.
- Minimise admin and maximise efficiency
Thu, June 12th | 12PM AEST
2. Track Team Progress with Task Allocation
- Establish accountability with permission-based task allocation.
- Delegate confidently and ensure compliance.
- Scale team operations without sacrificing quality.
Tue, June 17th | 12PM AEST
3. Automate Recurring Tasks & Set Up Customised Workflows
- Automate recurring work for EOFY and beyond.
- Implement scalable processes aligned with pricing and delivery.
- Drive growth through consistency and reduced manual admin.
Thu, June 19th | 12PM AEST
4. Track Client Health & Spot Risks Early
- Proactively monitor and manage client health.
- Use Custom XBerts to detect risks early and guide conversations.
- Increase client value through insights and automation.
Session 1 & 2
Soraya Brown
XBert, APAC Market Leader
Sunniva Andersen
XBert, Customer Success
Session 3
Alex Allen
XBert, Sales Manager
Cassandra Scott
XBert, Industry Specialist
Session 4
Cam Anderson
XBert, General Manager
Pam Taylor
Greenspace Bookkeeping, Owner
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.