Webinar: Xero Practice Manager – Mastering the Bookkeeper setup
Join Leaine Jones, a long-term ICNZB Member, Master Bookkeeper® and founder of Smart Books for a practical, one-hour live webinar designed specifically for bookkeepers who use Xero Practice Manager (XPM).
Whether you're new to the system or looking to sharpen your setup, this session will walk you through four key areas to streamline your workflow and boost efficiency:
✅ Practice Settings
✅ Tasks and Rates
✅ Jobs- Types and Templates
✅ Invoicing
Featuring live demonstrations, real-scenario tips, and common mistakes to avoid, this webinar will leave you feeling confident and in control of your XPM setup. Perfect for both solo bookkeepers and bookkeeping practices wanting to get more out of the platform.
Leaine was one of the first original WorkflowMax Implementation Partners, bringing deep insight and hands-on experience to the table from the very beginning. When Xero Practice Manager (XPM) launched, she was among the earliest adopters—integrating it successfully into her own busy bookkeeping and accounting practice.
Today, she’s a trusted advisor for both bookkeepers and accountants across NZ, helping them tailor XPM to fit their unique workflows and business goals. Whether you're just getting started or looking to refine your setup, tapping into Leaine’s expertise is your shortcut to a smarter, more streamlined XPM experience.