Executive Summary Amid a landscape that has been dominated for nearly a decade by a select group of financial planning software heavyweights – MoneyGuidePro, Naviplan, and eMoney – newcomer RightCapital first launched in 2015 at the XY Planning Network conference. With an eye towards providing a simpler and easier-to-use interface and presenting solutions to clients […]
Going digital: Where next for the UK practice?
I recently had the pleasure of hosting our Xero On Air episode on the future of compliance – Going digital: Where next for the practice. We talked about the impact of COVID-19 on accountants, and the latest regulatory changes, including the announcements around Making Tax Digital for Income Tax and Self Assessment, and how products […]
Going digital: Where next for the UK practice?
I recently had the pleasure of hosting our Xero On Air episode on the future of compliance – Going digital: Where next for the practice. We talked about the impact of COVID-19 on accountants, and the latest regulatory changes, including the announcements around Making Tax Digital for Income Tax and Self Assessment, and how products […]
Helping Business Owner Clients Cope With Feelings Of Shame And Guilt Arising From Making Difficult (Or Unpopular) Financial Decisions
Executive Summary Business owners are faced with tough decisions every day that challenge them to run their businesses efficiently and to keep their employees happy. Yet, when it comes to decisions about asking for help, many often experience feelings of guilt and shame. And in the current pandemic environment, with recent government programs like PPP […]
Rebuilding Australia: Staying in the game
This article first featured in: Rebuilding Australia: the role of small business. This report uncovers the impact of COVID-19 on different industries across the country. For more insights and help for small businesses, check out our Behind Small Business page. With lockdowns threatening the viability of Game Enough’s shop and catering arm, the Indigenous Australian […]
Discover better electricity deals with Bill Identity and Xero in Australia
With COVID-19 dominating the headlines, you may have missed the recent news that wholesale electricity prices have fallen to a five-year low. The government is pressing suppliers to pass on the savings, and it could be an opportune time to seek a better deal on electricity. This is just one of the reasons why we’re […]
Dispute over DST talks continues
National governments are moving forward with their own digital services tax (DST) as patience wears thin on progress of rules at the OECD level. “Every tax jurisdiction is going to be under pressure to collect more from all taxpayers, but probably foreign taxpayers are an easier target than local taxpayers,” says Laurence Field, partner at […]
#FASuccess Ep 194: Aligning Values To Clients With Sustainable Investing And Becoming B Corp Certified, With Lisa Cooper
Executive Summary Welcome back to the 194th episode of Financial Advisor Success Podcast! My guest on today’s podcast is Lisa Cooper. Lisa is the founder of Figure 8 Investment Strategies, an independent RIA based in Boise, Idaho that oversees nearly 90 million of assets under management for 85 affluent clients. What’s unique about Lisa, though, is […]
Lessons from lockdown: Stories of innovation and collaboration with Pam Phillips and Darryl Swift
Accountants aren’t just number-crunchers – they’re essential business partners. That means they’ve not only been working hard helping clients get to grips with their finances and government schemes like CBILs and furlough, but also helping them to get through the pandemic by sharing vital information every step of the way. Earlier this week, I hosted […]
Seamless workflows for your practice
With the onset of COVID-19 earlier this year, accountants and bookkeepers have played a crucial role in supporting small businesses. Our Xero partners have experienced a huge period of legislative change, emails and documents to clients continue to surge and workflows need to be quickly adapted to suit working from home. It is paramount that […]