Case Study: AMZ Accounting Solution achieves major time savings and seamless virtual workflows with Xero

How XPM helped a sole practitioner succeed during the pandemic

Lisa Corbitt is the sole practitioner behind AMZ Accounting Solutions, a CPA with 25 years’ experience who began serving Amazon sellers in 2017. She struggled with ad hoc processes and practice management software that didn’t meet the needs of e-commerce clients, and the pandemic made running a virtual, cloud-based practice essential.

By switching to Xero Practice Manager with Xero, Hubdoc and Practice Ignition, Lisa implemented cloud storage, time tracking, job templates and automation that enabled real-time collaboration between her in Puerto Rico and her bookkeeper in the Philippines. The new workflow reduced a task that once took 8–10 hours to under five minutes, provided clear job tracking and billing, and delivered substantial efficiency for about $149/month.

AMZ Accounting Solution

Lisa Corbitt

Sole Practitioner