Case Study: PKF Hamilton achieves a 38% increase in practice efficiency with Xero Practice Manager (Xero)

How a merger was made easier using Xero practice products

PKF Hamilton, a 40‑staff full‑service accounting firm, faced the challenge of merging two practices with duplicated data and clunky legacy systems. The firm needed a simpler, core practice management setup to reliably record time, maintain a client database, invoice efficiently and manage tax work—tasks that were previously slowed by extra steps and time charged to clients rather than jobs.

PKF implemented Xero Practice Manager on a clean slate, provided staff training and appointed Xero champions to embed new workflows. The job‑focused system removed multiple administrative steps, enabled invoicing directly from jobs and produced a 38% time saving per client, higher capacity within existing staff, reduced costs, happier employees and an immediate return on investment.

PKF Hamilton

Glen Martyn

Partner