From early November 2022, we’ll be updating some fields in Xero Practice Manager (XPM) and Xero HQ. This is all part of our work to provide you with a more unified client record in the future, so you can enjoy a seamless connection between our practice tools. What’s changing in XPM and Xero HQ Over […]
Archives for October 2022
Latest product news — November 2022
Over the past month, we’ve made updates to support the transition to Single Touch Payroll Phase 2 in Australia, improvements to eInvoicing, changes to multi-factor authentication, and more. Read on for more details about these and other product updates in Xero. New features Enjoy more beautiful reports — Global We’ve made a number of enhancements […]
Does the 4% rule still make sense for retirement in the 2020s?
Building A (Modern) Client Service System Model To Deliver Value More Efficiently, Profitably, And Enjoyably
While many financial advisors may have focused primarily on portfolio management at one time, the evolution of the financial planning profession has opened up an ever-growing number of services that advisors now offer to their clients on a regular basis. While this shift has allowed advisors to charge a premium fee for high-quality service, it […]
Nearly 2,500 register for Festival of Financial Planning
Nearly 2,500 financial professionals have so far signed up to attend the Personal Finance Society’s two-day Festival of Financial Planning which gets under way tomorrow. The event at the NEC Birmingham is the largest in the Financial Planning calendar. The festival was last held in 2017 with smaller, annual conferences, held in other years. The PFS, […]
Nearly 2,500 register for Festival of Financial Planning
Nearly 2,500 financial professionals have so far signed up to attend the Personal Finance Society’s two-day Festival of Financial Planning which gets under way tomorrow. The event at the NEC Birmingham is the largest in the Financial Planning calendar. The festival was last held in 2017 with smaller, annual conferences, held in other years. The PFS, […]
How PreviewMe is changing the hiring game for job seekers and businesses
When job hunting, how do you summarise yourself in a single page? Your experience, from school to jobs to hobbies. Your personality, the way you’d fit into a team. Same goes for businesses – how do you neatly compose a job listing that tells a potential hire exactly what makes you so special? This is […]
The New 1099-Ks Are Coming: Are You Ready?
2021 was a huge year for multiple reasons. However, it was incredibly important for entrepreneurs and small businesses, primarily because of the passing of the American Rescue Plan Act. This act aimed to help small businesses survive the competitive commercial environment by providing them with funds, resources, and investment to hire more workers and keep them. […]
Info graphic: How Small Businesses Can Ensure Tax Compliance
Taxes are complicated, even more so when they are done for a business. You need to make sure that your small business is complying to the tax so that you can get benefits later. Here’s how: The post Info graphic: How Small Businesses Can Ensure Tax Compliance appeared first on Remote Quality Bookkeeping.
Info graphic: Why You Should Outsource Payroll Services
There are several reasons why you should be outsourcing your payroll services, the biggest one being saving time. The post Info graphic: Why You Should Outsource Payroll Services appeared first on Remote Quality Bookkeeping.