Due to our extremely important customer support services, we’re thrilled to announce that Reckon One has been recognised as an impactful software choice for businesses. To that end, we’re very proud to receive the 2023 Best Customer Support Badge from verified reviewers on Software Advice a United States-based user feedback website founded in 2005. To […]
Xero Beautiful Business Fund: Meet our global judges
The application period for the Xero Beautiful Business Fund will be wrapping up a few short weeks! To help us select the winners of the 2023 Xero Beautiful Business Fund, we’ve lined up a stellar list of regional and global judges. The judges represent small businesses, accountants and bookkeepers and Xero’s global partners. They will […]
How Sequence-Of-Inflation Risk Impacts Retirees Beyond Just Sequences Of Returns
30 years ago, when financial plans relied mainly on constant investment return projections derived from straight-line appreciation and time-value of money calculations, financial advisors began acknowledging and accounting for the variable and uncertain nature of investment returns. And by turning to tools that incorporated historical or Monte Carlo simulations, advisors were able to examine the […]
#FA Success Ep 351: Facilitating Successful Advisor Mergers & Acquisitions By Avoiding The Conflicts Of A Success Fee, With Jessica Polito
Welcome back to the 351st episode of the Financial Advisor Success Podcast! My guest on today’s podcast is Jessica Polito. Jessica is the Founder and Principal for Turkey Hill Management, a mergers & acquisitions consulting firm that assists financial advisors with the sale, acquisition, integration, or merger of their firms. What’s unique about Jessica, though, […]
How this accounting firm nearly doubled productivity and reinvested the time in its team
The one thing accountants and bookkeepers are always short on is time. Balancing client work, advisory, admin and growing their own teams, all whilst trying to run a profitable practice. This can take its toll on accountants, with our recent State of Accounting research in South Africa revealing that two thirds (64%) experience stress as […]
Xero Beautiful Business Fund: Apply now to help your business achieve its sustainability goals
There’s all sorts of great ways to help make your business more sustainable and have a positive impact. Some businesses might have a sustainability purpose core to what they do, like reducing food waste, wildlife conservation, or waterway restoration. Others might want to become more sustainable, through initiatives like reducing waste or consumption, shifting to […]
Why The Common Approach Of “Think It Over” Might Work For Product Sales, But Undermines Service-Based Financial Planning Relationships
For many financial advisors, encouraging new prospects to “think it over” at the end of an initial meeting can seem like a gentle way to offer the prospect space to decide whether the relationship will be right for them, while at the same time, keeping the advisor from feeling that they may be coming across […]
Embracing growth and efficiency: Key Insights from the UK Accounting and Bookkeeping Industry Report 2023
We are pleased to share the key findings from our study of the accounting and bookkeeping sector. This report involved engaging with over 600 accounting and bookkeeping professionals practising across the UK, from sole practitioners to large practices. Despite global economic uncertainty and rising inflation, this sector has shown remarkable growth and resilience. Encouragingly, over […]
#FA Success Ep 350: The RIA Custodian As The All-In-One Investment Operating System Of The Future, With Jason Wenk
Welcome back to the 350th episode of the Financial Advisor Success Podcast! My guest on today’s podcast is Jason Wenk. Jason is the CEO of Altruist, a relatively new RIA custodian that has quickly grown to serve more than 3,500 advisory firms across the country, making it the 4th-largest independent RIA custodian by firm count. […]
Xero Beautiful Business Fund: Ways for accountants and bookkeepers to get involved
Last month on stage at Xerocon Sydney, we announced that applications officially opened for the Xero Beautiful Business Fund. We’re giving away more than NZ$750,000 to eligible Xero small business customers across Australia, Canada (excluding Quebec), New Zealand, Singapore, South Africa, the UK and the US. While this initiative is targeted at small businesses, our […]