Case Study: Teamworks achieves greater efficiency and faster invoicing with Xero Practice Manager (Xero)

How XPM made a Silicon Valley firm more efficient

Teamworks is a virtual, Silicon Valley–based accounting firm that operates 100% on Xero and provides advisory services across the US. Although principal Carol Hower knew Xero Practice Manager (XPM) was the right choice, their first implementation was set up poorly and didn’t deliver the integrated timekeeping, billing and job‑costing they needed.

On the advice of their Xero account manager they reset the database and appointed an XPM champion — a senior accountant who became their full‑time tech manager — to lead a proper, holistic implementation. With XPM correctly configured they eliminated separate timekeeping, billing and job‑costing systems, now track actual costs and margins, invoice out‑of‑scope work more quickly, and produce standard reports with a few clicks, making the practice noticeably more efficient.

Teamworks

Carol Hower

Practice Principal