FREE Resources For Xero Partners

Our Youtube Channel

Build your own

You can do it yourself.

Build your own financial statement system using Xero. 

We have built a guide for you. 

Download the full guide here.

Case Study - A practice migrates to Xero reporting

This video shows an accounting practice as they moved off Handiledger and onto Xero.

They faced a number of challenges, which we resolved for them. 

They now have a profitable Xero reporting operation that allows them to focus on adding more services to their clients.

Profit = happy

Plan your migration to Xero for reporting

When you move to Xero for reporting, you will need to plan how to do it.

Download the XLSX planning file here.

Prevent tax for your clients

We can build you a tax preventer using Xero.

This allows you to:

  • Forecast actuals for a period - EG 9 months
  • Estimate the final 3 months based on the actuals
  • Determine an estimated 12 months
  • Make adjustments, addbacks and deductions
  • Distribute estimate and real income to clients
  • Determine the tax refundable or payable

Download it here


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