Xero Projects & Trello – Improving Your Workflow & Capacity Planning
In the lead up to the end of the financial year, reviewing your workflow and capacity planning for the coming year is imperative for all accountants and bookkeepers.
As many of you know, Xero has a solution, Xero Practice Manager, for those bigger practices that have over 5 staff, but what about if you are a sole trader or a small firm with a couple of staff members? Xero does have a solution for you as well!
A few months ago we announced that Xero Projects can work together with Trello, but what does this mean for a small practice?
You will now have the ability to:
- track time and invoice in a more streamlined manner.
- use other powerups in Trello, such as a calendar, to schedule work and ensure that you have the required manpower and resources to be able to service your clients.
- understand how much profit you are making with the work you are doing for your clients.
So what’s next? Join me for a 45-minute webinar on the 30th of May at 12pm AEST/10am AWST to find out how you can use Xero Projects & Trello to improve your workflow and capacity planning. Register here.
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Source: Xero Blog