Mr Trevor KnyvettAccountant

KPMG

14:00 - 14:30 Working with Xero

Xero and KPI’s for your practice

Today’s KPMG sessions

2:00pm Working with Xero Trevor Knyvett

2:30pm KPI’s and reporting Jacinda Powers

Working with Xero

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

KPI’s and reporting

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 Portal dashboard

Xero dashboard

Fathom KPI dashboards

Fathom KPI dashboards

Spotlight dashboard

Spotlight Insights

Spotlight forecast reporting

Thank youGet the power of KPMG behind your business

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

tknyvett@kpmg.co.nz

Jacinda Powers

Senior Manager

P 07 858 6625

jpowers@kpmg.co.nz

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.