Traditionally accountants are quite reactive to their client needs, only really moving on client work when there’s either a fast-approaching deadline or if the client contacts them. You only need one template for your terms and conditions Your fear around your perception of your client’s reactionĥ.
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If you think the same, you will be frustrated and blame the software for its shortfalls.instead of maybe yourself!Ģ. Stop trying to over-engineer the software, it’s not the same piece of software you are used to, it’s new and it’s different so if you think differently, then it will give you the information you need. There are industry opinions that may contradict this of XPM, however, one might also suggest this stems from an industry trying to make this application work how they are used to with other older, server-based practice management applications. Whether you use a third party to assist or self-implement, the following is what we believe to be the 6 most common mistakes you should watch out for when embarking on the implementation of Practice Ignition (PI) and Xero Practice Manager (XPM).īefore we begin, it’s poignant to note PI & XPM are both great pieces of software in their own right, and together they dramatically enhance the client experience and the operational excellence of a firm. Clarity Street will extract the frustrations you feel within your business and help you build wealth through leveraging your technology.
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We understand there is a gap in the market for helping firms to navigate their way around the operational line of business application space and how to make these apps work functionally within your business. It’s also why Clarity Street was founded. Needless to say, I’ve gained some niche knowledge around how best to implement Xero Practice Manager and Practice Ignition, yet also understand how to make it work logically and functionally in your daily operation of running an accounting practice. I was also part of the first wave of implementation partners for Xero and went on to implement practice management software for accountants in a number of roles, including Head of Customer Success at Practice Ignition in their earlier days. Over the past 10 years, I’ve gained some pretty vast (and some might say random!) experience within the accounting industry, sharpening my expertise as a Practice Manager at multiple firms.