XBert

🚀 We’re launching an industry-first initiative 🚀 to define best practices in bookkeeping and accounting using AI-powered automation. As part of this project, we’re assembling a curated panel of professionals to participate in discussions and beta-test AI-driven solutions using XBert. So we're putting out a call to all Bookkeepers, BAS Agents, Accountants & Tax Agents. 👉 If you’re in Australia or New Zealand and interested in shaping the future of AI in our industry, sign up to express your interest here: https://hubs.ly/Q039mJR50 What’s in it for you? ✅ Free XBert trial account for your practice ✅ Exclusive access to AI-driven tools before they go live ✅ Recognition as an industry thought leader ✅ A seat at the table to define best practices Spots are limited! Secure your place today. #Accounting #Bookkeeping #AIinAccounting #Xbert #IndustryBestPractices #Automation

In a time of instant information —clients expect 24/7 availability, instant responses, and last-minute requests handled yesterday. Prevent scope creep before it even starts. On 𝗠𝗮𝗿𝗰𝗵 𝟱 at 𝟭𝟮:𝟬𝟬 𝗣𝗠 𝗔𝗘𝗗𝗧, we're breaking it all down in the final session of our Capacity Management webinar series. Join 𝗛𝗲𝗮𝘁𝗵𝗲𝗿 𝗦𝗺𝗶𝘁𝗵 and 𝗖𝗮𝘀𝘀𝗮𝗻𝗱𝗿𝗮 𝗦𝗰𝗼𝘁𝘁 as they share how to set clear boundaries without damaging client relationships. ✅ Develop SLAs that protect your time ✅ Use real-time capacity insights to manage workloads ✅ Turn capacity planning into a growth strategy We’ll also demo XBert’s AI-powered capacity tools to show how automation helps keep your team in control. You wouldn't want to miss this session. Register now: https://hubs.ly/Q038wYBb0

What separates top-performing firms from the rest? The best teams know how to allocate roles effectively, track billable vs. non-billable time and identify the ideal team capacity before bottlenecks occur. The problem is most firms don’t have visibility into who’s doing what—until someone burns out or important deadlines get missed. Join 𝗛𝗲𝗮𝘁𝗵𝗲𝗿 𝗦𝗺𝗶𝘁𝗵 and 𝗖𝗮𝘀𝘀𝗮𝗻𝗱𝗿𝗮 𝗦𝗰𝗼𝘁𝘁 𝘁𝗼𝗺𝗼𝗿𝗿𝗼𝘄 at 𝟭𝟮:𝟬𝟬 𝗣𝗠 𝗔𝗘𝗗𝗧 for the second session of a 3-part Capacity Management webinar series on balancing workloads, preventing burnout, and keeping your firm profitable. Take full control of your team’s workload. Register here! 👉https://hubs.ly/Q037Jnsp0

Today we kicked off session one in our three-part Capacity Management series hosted by Cassandra Scott and Heather Smith. Over 60% of attendees struggle with managing team workloads and identifying inefficiencies in their processes 🫣 If you missed the session today, feel free to register to access the recording, and join us from next week - we're just getting warmed up 🚀 https://hubs.ly/Q03664kg0

AppyHour is back for 2025! This is your chance to discover apps that actually save you time, without the trial-and-error. You’ll connect with peers, app partners, and QuickBooks experts—plus, meet the XBert team in person! 📍 Brisbane - 18 Feb 📍 Sydney - 19 Feb 📍 Melbourne - 20 Feb 💻 Virtual - 4 Mar Can’t wait to meet you all there. Register here: https://hubs.ly/Q0371WBH0

Overworked staff miss deadlines, underused staff waste time, and your firm’s profitability shrinks. 𝗣𝗼𝗼𝗿 𝗰𝗮𝗽𝗮𝗰𝗶𝘁𝘆 𝗽𝗹𝗮𝗻𝗻𝗶𝗻𝗴 𝗱𝗲𝗹𝗮𝘆𝘀 𝗯𝗶𝗹𝗹𝗮𝗯𝗹𝗲 𝘄𝗼𝗿𝗸 𝗮𝗻𝗱 𝗼𝘃𝗲𝗿𝗹𝗼𝗮𝗱𝘀 𝘆𝗼𝘂𝗿 𝗯𝗲𝘀𝘁 𝗽𝗲𝗼𝗽𝗹𝗲. On 𝗙𝗲𝗯𝗿𝘂𝗮𝗿𝘆 𝟭𝟵𝘁𝗵 at 𝟭𝟮:𝟬𝟬 𝗣𝗠 𝗔𝗘𝗗𝗧, we’ll break down how to track capacity automatically, spot overloaded staff early, and shift tasks before burnout occurs. Join us and start running a smoother, more profitable practice. Register here: https://hubs.ly/Q03664kg0

It’s Valentine’s Day. Restaurants are booked, chocolates are unwrapped… and you’re still at your desk, scrambling to meet deadlines. If capacity planning isn’t dialled in, work spills over, deadlines slip, and suddenly, your plans take a backseat—again. On 𝗙𝗲𝗯𝗿𝘂𝗮𝗿𝘆 𝟭𝟵 at 𝟭𝟮:𝟬𝟬 𝗣𝗠 𝗔𝗘𝗗𝗧, we’re breaking down how to balance workloads before they take over! Get your plans all sorted out. Register now 👉 https://hubs.ly/Q036y0K90

🤔What happens when capacity planning is an afterthought? Missed deadlines, a burned-out team member, or upset clients. We’re hosting a 𝟯-𝗽𝗮𝗿𝘁 𝘄𝗲𝗯𝗶𝗻𝗮𝗿 𝘀𝗲𝗿𝗶𝗲𝘀 to help firms fix these issues before they become profit-killers. Throughout the series, you’ll see live demonstrations of how XBert’s capacity-tracking tools make all of this possible. By the end, you’ll know how to deliver jobs on time and use capacity insights to improve profitability. The first session is on 𝗙𝗲𝗯𝗿𝘂𝗮𝗿𝘆 𝟭𝟵𝘁𝗵 at 𝟭𝟮:𝟬𝟬 𝗣𝗠 𝗔𝗘𝗗𝗧. Don’t wait until the damage is done—join us and learn how to manage your growth the right way. Save your spot today 👉https://hubs.ly/Q03663W70

67% of bookkeepers and accountants are still managing capacity on spreadsheets. Manually shifting tasks and hoping deadlines don’t slip. XBert helps to redistribute tasks when workloads pile up and ensures deadlines are met without burning anyone out. You don’t have to do it all manually anymore. Let XBert take the load off. Want to know how? Watch our on-demand session on capacity management 👉https://hubs.ly/Q034-lQ20

Teams don’t fall apart because of one big mistake. It’s the little things like overlooked tasks, lopsided workloads, teammates burning out while others could help. Balancing your team’s workload prevents burnout and helps everyone stay productive. With XBert Intelligence (XI), you’ll always know when someone’s at capacity and others can step up to help. Catch all the insights to help your team—watch the webinar on-demand 👉https://hubs.ly/Q033SPx80