Practice Reporting with Xero Practice Manager
Chapter 13 explores the different metrics that drive the performance of an accounting practice, how to report on them, and what to do with the information. You will be introduced to concepts such as work in progress (WIP), productivity, write-offs, return on investment (ROI) and average hourly rates. A number of examples are given to help you truly understand the concepts and their interconnectedness. A framework is then presented on how to implement regular reporting rhythms into your practice, and how you can use the data to reach your financial and business goals.
- Introduction: Management Reporting for your Practice
- Job Performance Reporting with Xero Practice Manager: Remaining time
- Job Performance Reporting with Xero Practice Manager: Remaining budget
- Job Performance Reporting with Xero Practice Manager: Projected write-offs
- Job Performance Reporting with Xero Practice Manager: Managing job due dates
- Client Performance Reporting with Xero Practice Manager: Methods of measuring client performance
- Client Performance Reporting with Xero Practice Manager: Client Profitability
- Client Performance Reporting with Xero Practice Manager: Client Write-offs
- Client Performance Reporting with Xero Practice Manager: Client Average Hourly Rate
- Team Performance Reporting with Xero Practice Manager: Methods of measuring team and individual performance
- Team Performance Reporting with Xero Practice Manager: Productivity
- Team Performance Reporting with Xero Practice Manager: Staff write-offs
- Team Performance Reporting with Xero Practice Manager: Invoiced value by Staff Member
- Team Performance Reporting with Xero Practice Manager: Staff ROI
- Team Performance Reporting with Xero Practice Manager: Staff Average Hourly Rate
- Practice Performance Reporting with Xero Practice Manager: Measuring and managing your Work In Progress (WIP)
- Practice Performance Reporting with Xero Practice Manager: Interpreting your Billable WIP balance
- Practice Performance Reporting with Xero Practice Manager: Interpreting your Negative WIP balance
- Practice Performance Reporting with Xero Practice Manager: Practice Productivity
- Practice Performance Reporting with Xero Practice Manager: Practice net write-offs
- Practice Performance Reporting with Xero Practice Manager: Finding the true reasons for write-offs
- Practice Performance Reporting with Xero Practice Manager: Practice Average Hourly Rate
- Practice Performance Reporting with Xero Practice Manager: Revenue Streams
- The Challenges in Improving your Practice Performance: Aaron Aardvark CA
- Practice Performance Reporting with Xero Practice Manager: Weekly Reporting Rhythms
- Practice Performance Reporting with Xero Practice Manager: Monthly Reporting Rhythms
- Practice Performance Reporting with Xero Practice Manager: Biannual Reporting Rhythms