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How to create trust distribution resolutions in Xero

This post is for accountants who use Xero and want to send out trust distribution resolutions that look like thier Xero financial statements....

May 9, 2018

How to create a trial balance with comparatives in Xero

This post is for bookkeepers and accountants that require a trial balance in Xero, that has comparatives. ...

May 3, 2018

How to create an engagement letter in Xero

This post is for accountants who want to automate their systems further and send engagement letters from Xero....

April 25, 2018

Will Xero HQ and Zapier be friends?

This post is for Xero Partners who are looking for a cloud practice solution which is:Part of Xero HQAs automated as possibleConnected to as many apps as possible...

March 29, 2018

How to take your financial reporting into the cloud, with Xero

This post is for Xero Partners who are thinking of moving off their current financial statement software systems and into the cloud with Xero. Topics that are covered are: Xero LedgersXero Report TemplatesFinancial ReportingFinancial StatementsBulk loadingConversion balancesData migrationXero TaxXero WorkpapersXero HQ...

March 14, 2018

How we prove ourselves to our customers

This post is for anyone that wants to understand why it is important to solve a problem for your customers and why proving it during the sales process will help you win more customers....

March 7, 2018

How to run reports for 36 beneficiaries in 60 seconds

This post is for Xero report templates users who need detailed beneficiary / shareholder / partner reporting, and also need it to work REALLY quickly.Okay, so if you fit the above, stay.If you don't, go away. You won't be able to handle the technical aspects of this post.Definitions: Owner = beneficiary, shareholder, partner, income recipient...

March 5, 2018

Why Xero reports don't work

This blog is for any user of Xero who uses performance or statutory reports. It is a little technical, not for the faint-hearted. Here are some definitions: Business owner = a client of a bookkeeping or accounting firmBookkeeper = licensed / registered agentAccountant = licensed / registered agent...

February 23, 2018

How SAAS affected my mind

This post is for anyone who wants a light-hearted look at what it's like being a freelancer in SAAS and being surrounded by buzzwords and industry disruption....

February 1, 2018

We are excited to announce we can help you with Datamolino!

Datamolino is an expense app that is part of the Xero HQ preferred apps (alongside Receipt Bank and Hubdoc).Xero blog on Datamolino from Guy Alexander.Datamolino basically extracts data from business expense items and send it into Xero, saving customers having to code it in.Items such as PDFs, scanned images, photos, etc, they all have data extracted and sent to Xero, line by line....

February 1, 2018

How to improve your Xero ledger efficiency

This post is for accountants that use Xero ledgers and Xero report templates. You are looking for better processes for getting data into a Xero ledger....

January 23, 2018

We are excited to announce our new Fathom HQ service!

Hi, We are excited to announce that we will be helping accounting firms with Fathom HQ. Fathom is one of the preferred "reporting apps" in the Xero HQ suite of apps. We have been in discussions with David Watson, Director and Co-founder of Fathom, and he is delighted to have us work with some of their customers. So what is Fathom and what value is it to you? First, let's remember where the accounting industry is right now....

January 5, 2018

Why accountants LOVE spreadsheets

This post is a light-hearted look at why accountants just love spreadsheets and the affects of that love affair.I spent 3 years working with accountants at Xero, now in my Xero consulting business, I work with them every day as well.I am an accountant. My life is a spreadsheet. ...

December 11, 2017

Coming soon..................Big announcement for Xero Partners using Xero HQ

This post is for accountants and bookkeepers who are looking at or considering a Xero HQ solution for their business....

December 3, 2017

How to start an accounting practice on Xero

This post is for accountants and bookkeepers who want some information about options for "The technology and services available around Xero for starting a cloud based practice, or migrating to a cloud based practice" It focuses on the Xero HQ app bundle called "Xero Activate"....

September 22, 2017

Xero report templates - cast your votes to improve them

This post is for Xero Partners who use Xero Report Templates and have found some features either lacking or missing.  Please vote with us to improve things. ...

September 11, 2017

How our Xero Report Templates integrate with Xero Tax (Australia only)

This post is for Xero Partners who use Xero Report Templates and Xero Tax. It shows you how Xero "maps" from the general ledger to tax labels....

September 9, 2017

How to build an income tax estimator in Xero report templates

This post is for Xero Partners who use Xero Report Templates.  It shows you: How to create a report that pulls in all revenue and expensesMakes tax adjustments for taxable profit Then estimates tax payable using any custom tax rate of your choice It is a cash management tool for you to help your clients keep ahead of their income tax obligations. Whether they pay it or put it into a savings account. Check out the video! ...

September 4, 2017

Can you tell us if our "GST, PAYG and Super Liability Report" report adds value?

This post is for Xero Partners in Australia who use Xero Report Templates.  We are trying to determine if a report template we have designed is of any value to you. ...

August 28, 2017

How to create a rental statement, using Xero report templates

This post is for Xero Partners who use Xero Report Templates. Do you have clients who own real estate and want to track each locations performance, without massive editing and reporting headaches? Then check out the video below!...

August 21, 2017

How to create a business profile, using Xero report templates

This post is for Xero Partners who use Xero report templates.Do you want to include some more customer information in these reports, such as trustee name, directors name and other registrations.If yes, then watch the video below!...

August 21, 2017

How to get your Xero report templates "on brand" with colours and logo

This post is for Xero Partners who use Xero Report Templates.You also want to make them look as professional and on-brand as possible.Get your logo and HEX colour set up!...

August 14, 2017

How productive are you with Xero reports?

This post is for Xero Partners who use Xero report templates. It will help you: Measure your productivity against our customersDetermine what you need to do to get to the same level as our customers...

August 14, 2017

Exclusive invitation to Xero partners - beta test our courses

This post is for Xero Partners who want to have customers who use Xero well, so you can focus on better services and adding more value to them so they can live their dreams.  If that is you, read on, if it is not, you can leave now....

August 5, 2017

Mental Health In The Cloud - Is the cloud creating anxiety for you?

This post is for any professional that wants to improve their mental health and their relationships with others. Essentially this is about you.I have had my fair share of meetings with accounting and bookkeeping firms (3 years at Xero). In these meetings, the underlying focus is on moving from desktop / server based accounting practice systems to cloud systems.Whilst training 17 accountants on Xero report templates at a large Sydney CBD based firm, I sensed some unease in the team but could not ...

July 28, 2017 Posts 1-25 of 26 | Page next
 

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