Today’s KPMG sessions
2:00pm Working with Xero Trevor Knyvett
2:30pm KPI’s and reporting Jacinda Powers
Polling questionsHow many of you have heard of Xero?
• Yes, heard of it
• Yes, I use it now
• It’s a number, isn’t it?
• No idea
Is your practice swamped with paper?
• Yes
• No
Working with Xero
• What is Xero?
• How can it help you?
• www.xero.com
• What is the Xero ecosystem?
Xero Ecosystem
Xero
Inventory
Job costing
CRMPoint of
sale
Payroll
Cliniko
Small business KPMG will partner with you to achieve your
goals - no matter what the challenge or
stage of your business.
There’s nothing small about small
business.
Dedicated
KPMG
Accountant
Technology
& Support
Insight &
Advice
Tax &
AccountingIndustry
Specialisation
Polling questionsAre you getting all the information you
need to make decisions about your
practice?
• Yes
• No
How long does it take to get the information
you need?
• Minimal – live data
• 10 minutes
• 30 minutes
• An hour
• Over an hour
What are KPI’s and why are they important?
• Key performance indicators are the
things in your business or practice
that really make it tick
• They cover both financial and non
financial, physical and abstract
metrics e.g. new patients, average
waiting time, revenue per patient, net
profit, staff turnover
What: Why:
• Monitoring progress
• Identifying areas of concern that need
addressing
• Focus your energy towards the things
that really matter
Business monitoring – then and now
• Periodic, word heavy reports
• Very detailed
• Big picture gets lost
• High preparation time and time lag
Then: Now:
• See your financial position at a glance
• Regular and close to real time
• Graphics simplifying complex
information
• Quickly drill down into details
• Real time benchmarking
• Highlights and lowlights
kpmg.com/socialmedia kpmg.com/app
The information contained herein is of a general nature and is not intended to address the circumstances of any particular
individual or entity. Although we endeavor to provide accurate and timely information, there can be no guarantee that such
information is accurate as of the date it is received or that it will continue to be accurate in the future. No one should act on such
information without appropriate professional advice after a thorough examination of the particular situation.
© 2016 KPMG, a New Zealand partnership. Member firms of the KPMG network of independent firms are affiliated with KPMG
International. KPMG International provides no services to clients. No member firm has any authority to obligate or bind KPMG
International or any other member firm vis-à-vis third parties, nor does KPMG International have any such authority to obligate or
bind any member firm. All rights reserved.
Trevor Knyvett
Client Manager
P 07 577 4921
Jacinda Powers
Senior Manager
P 07 858 6625
kpmg.com/socialmedia kpmg.com/app
The information contained herein is of a general nature and is not intended to address the
circumstances of any particular individual or entity. Although we endeavor to provide accurate and
timely information, there can be no guarantee that such information is accurate as of the date it is
received or that it will continue to be accurate in the future. No one should act on such information
without appropriate professional advice after a thorough examination of the particular situation.
© 2016 KPMG, a New Zealand partnership. Member firms of the KPMG network of independent firms
are affiliated with KPMG International. KPMG International provides no services to clients. No
member firm has any authority to obligate or bind KPMG International or any other member firm vis-à-
vis third parties, nor does KPMG International have any such authority to obligate or bind any member
firm. All rights reserved.
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