Case Study

How A Merger Was Made Easier With A Practice Management Solution

How A Merger Was Made Easier With A Practice Management Solution

Pages 4 Pages

How a merger was made easier with a practice management solution Streamlining practice operations with Xero Practice Manager When PKF Hamilton set about merging two accounting firms together, they knew that in order to do it successfully they needed to streamline their practice management system. “We needed to bring practice management back down to its core,” says Glen Martyn, PKF Hamilton partner. “We needed to record time, we needed a decent client database, we needed to invoice, and obviously, we needed to do our tax returns.” Xero Practice Manager (XPM) ticked all these boxes in the simplest way possible. “For ease of use for our staff, for integration, and for our access to it in the cloud-based environment, it was streets ahead of anything else in the marketplace,” says

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