Case Study: Nexia Perth achieves greater efficiency and advisory focus with Xero Practice Manager (Xero)

How a big firm found freedom with XPM

Nexia Perth, a mid‑tier accounting and advisory firm in Western Australia with around 100 staff and thousands of clients, found its legacy practice management system could not support its vision of an agile, mobile, advisory‑focused practice. The firm needed a cloud‑based platform that was client‑centric, provided transparent workflow and job monitoring, improved compliance efficiency and enabled staff mobility.

Nexia implemented Xero Practice Manager (XPM) via a firm‑wide change program with dedicated team champions and specialist cloud support for migration and training. XPM delivered measurable benefits: billing time dropped from about 10 days after month‑end to three, end‑to‑end job and lead tracking enabled fixed monthly fee offerings and recurring invoices, and integration with Xero Tax/Ledger and reporting add‑ons freed time for expanded advisory services.

Nexia Perth

Susan Montanari

Chief Operating Officer