Part of the Tech Outreach and Engage purpose is to: Increase a diverse pipeline of talent into tech. For me, being based in Auckland, most of my focus for this has been local. So, when the STEMfest team, based in Tauranga, reached out to us to get involved with their inaugural event in 2019, we […]
The technology shaping our world and what we can learn from its limitations
It’s impossible to miss the astounding progress made in artificial intelligence (AI) over the last decade. But, let’s not get ahead of ourselves. In very real ways, the technology’s definite limitations tell us as much about the future of work as what the systems can do. To be sure, what they can do is remarkable. […]
The Biden Tax Plan: Proposed Changes And Year-End Planning Opportunities
Executive Summary When President Donald Trump oversaw the passing of the Tax Cuts and Jobs Act (TCJA) in 2017, substantive tax reforms were made with the intention of promoting economic growth that affected corporations, small businesses, and individuals. With the upcoming election in November, though, former Vice President and Democratic presidential nominee Joe Biden has […]
App Radar: New tech and next steps
I hope you’ve been enjoying all that Xero On Air has to offer throughout September. If you haven’t had the chance to check it out yet, make sure you take the time to do so. For those reading this after-the-fact, think of it as a handy summary of all of the exciting app updates on […]
Providing advisors with the tools to support small business owners’ mental health in Australia
Working with small businesses is a highly rewarding experience but it can also have its challenges. We’ve heard first-hand how accountants and bookkeepers are feeling the emotional impact, as they’ve become the first line of support for many of their clients due to the impact of COVID-19. Now more than ever advisors are often having […]
What Is an Operating Budget for Business?
There are a number of different types of business budgets. One kind of budget that your business may have is an operating budget. Read on to learn what is an operating budget and what to include in yours. What is an operating budget? An operating, or operational, budget outlines the funds you need to make […]
#FASuccess Ep 196: Partnering With A Center Of Influence To Rapidly Grow In A Focused Niche, With Daniel Hannoush
Executive Summary Welcome back to the 195th episode of Financial Advisor Success Podcast! My guest on today’s podcast is Daniel Hannoush. Daniel is the co-founder of One & Done Financial, a virtual independent RIA that oversees nearly 70 million of assets under management for almost 350 client households. What’s unique about Daniel though, is his […]
Xero and SAIPA join forces to help accountants navigate current challenges
I had the opportunity to sign a Memorandum of Understanding (MoU) with one of South Africa’s leading accountancy bodies – the South African Institute of Professional Accountants (SAIPA). This followed continued work with their team to support and educate South Africa’s accounting practitioners. Alongside other industry leaders, Xero will work with SAIPA in its mission […]
Better Advisor Marketing Without Relying On More Tactics Or More Rainmakers: Optimizing Like An Engineer With The ART Method
Executive Summary When it comes to marketing strategies for financial advisors who want to grow their firms, there are generally two commonly used approaches. Optimistic “glass-half-full” strategists often decide to invest in a(n ever-widening) variety of marketing tactics in the hopes of attracting more and more new clients, whereas more Pessimistic “glass-half-empty” strategists may often […]
Stronger and smarter: Responding to volatile demand
The posts in this series have been drawn from Xero’s Stronger and smarter: a small business handbook. Designed to help small businesses determine which steps to take next, this practical guide uncovers the 10 trends shaping the future – so you can come back stronger and smarter than ever. Responding to fluctuating buying patterns all […]