Archives for 2024

Welcome to the August edition of What’s New in Xero. This month, we’ll introduce you to some of the updates we’ve made to some favourite features, including Xero HQ, invoicing, bank reconciliation and more. These updates will help make managing your finances a breeze. Read on to find out more.   Global: Improvements to managing clients […]

In the modern era of financial advice, the advicer/client relationship is tightly centered on trust. And because of that foundation of trust, in an ideal advisor/client relationship, mistakes, disagreements, and concerns are surfaced quickly; action items are agreed and acted upon by everyone involved; and everyone feels aligned and accountable to their overall objectives. The […]

Enjoy the current installment of “Weekend Reading For Financial Planners” – this week’s edition kicks off with the news that a recent survey indicates that clients of financial advisors are more confident than others about their financial preparedness for retirement and are more likely to have a financial plan in place that can weather the […]

Managing accounts payable is a crucial part of doing business, but paying the bills can be time-consuming and inefficient. So  we’re on a mission to make it easier. We’re excited to announce that, over the next few months, we’re making some enhancements to the way you manage bills in Xero. These updates will help small […]

Managing accounts payable is a crucial part of doing business, but paying the bills can be time-consuming and inefficient. So  we’re on a mission to make it easier. We’re excited to announce that, over the next few months, we’re making some enhancements to the way you manage bills in Xero. These updates will help small […]

“So many parents that we’ve talked to over the years want to shop secondhand, but they find the process time-consuming and frankly, quite overwhelming. We wanted to make it easier for them and make the sustainable choice, the easy choice,” said Nicole Boynton, co-founder of Hand Me Up, an ecommerce platform for second-hand children’s clothing […]

Over the past few decades, financial advisors have explored new ways to structure, build, and grow successful businesses alongside a growing acceptance that “successful business” can be defined in many different ways. Nevertheless, while firm owners have a variety of options available for structuring and building their businesses, the reality is that they can only […]

Traditionally, people tend to think of their estate as comprising one big ‘pot’ of assets, focusing on the sum of all the assets rather than on each individual asset itself. Consequently, when in estate planning, thinking about how to divide their assets after their death, they often aim to simply apportion the whole pot among […]

As a small business owner, you’re only as successful as the talent you bring on board. So when it comes time to expand your business and hire new team members, you want to make sure you get it right.  Whether you’re just looking over someone’s resume or things have already progressed to the interview stage, […]