We contracted Di from Ontrack Bookkeeping as we had heard she was the go to person for implementing Processes and Procedures, she helped us with our Workflow max (XPM) to provide templates and training for our Accounting Practice.  She spent a couple of days asking us about our workflow procedures and putting together the Xero Practice Manager checklists. She was very professional, explaining both the nuts and bolts of the system and the hows and why we would do these standard procedures. We had both group and one-on-one training with the Team members. Our team thought Di was outgoing and fun, and most importantly easy to understand.

We now have standardised procedures to use in every job we do in our practice, and the investment we made in Di has been well worth it.

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