Kinder Pocock, an award-winning digital accounting firm, works with global clients from their base in Herefordshire. Sharon Pocock started the business in 2005 so she could balance working and caring for her children, and by 2016, she had earned Xero’s MVP award. Communication is key Kinder Pocock began a full work from home policy in […]
“Current challenges have brought communities together” – Food4Heroes on feeding the nation’s NHS workers during COVID-19
John Brownhill and his sister, Amanda, founded Food4Heroes in March this year to support their local NHS workers. Providing free, freshly prepared meals to NHS staff using local networks of pubs, restaurants and catering businesses – it’s now been scaled up to support key workers nationally. After starting at one hospital in Yorkshire, the team […]
How to Record Accrued Interest in Your Books
If you’ve taken out a business loan or line of credit, you’re aware that interest accrues on the borrowed amount. But, do you know how to record accrued interest in your books? Recording interest allocates interest expenses to the appropriate accounts in your books. That way, you can stay organized and better manage your accounting […]
Behind the tech: the team tackling cash flow forecasting
To help small businesses manage their cash flow during COVID-19, we’ve extended our short-term cash flow pilot to Xero customers with business edition plans until 31 August 2020. It represents the next wave of innovation for Xero – moving from real-time data to predicting the future. We sat down with Penny Wildash, Product Manager at […]
Challenging teams to deliver quick wins for our customers
Solving customer problems in simple and beautiful ways has always been an important part of what we do at Xero. During COVID-19, this focus has become more important than ever. As our teams are the ones who know our customers best, we thought we’d challenge them to deliver quick wins for our customers, to help […]
Why Discretionary See-Through Trusts May Require Reform After The SECURE Act’s 10-Year Rule
Executive Summary The passage of the SECURE Act in December of 2019 introduced several notable changes to the rules governing retirement accounts. One of the most significant was the elimination of the ‘stretch’ provision applicable to most non-spouse Designated Beneficiaries of inherited retirement accounts. Instead of allowing such beneficiaries to continue ‘stretching’ their distributions over […]
How to Find Accounting Errors in Your Books: 5 Tips to Follow
Accounting errors are inevitable, especially if you’re rushing to add information into your small business accounting books. To detect accounting errors sooner rather than later, learn how to find accounting errors. Common accounting errors Before digging deep into finding accounting errors, let’s briefly recap some of the most common accounting errors out there. When you’re […]
#FASuccess Ep 178: Blogging Your Way Into A Successful Niche By Simply Pursuing Your Own Curiosity, with Daniel Zajac
Executive Summary Welcome back to the 178th episode of Financial Advisor Success Podcast! My guest on today’s podcast is Daniel Zajac. Daniel is a financial advisor and partner with Simone Zajac, a hybrid advisory firm on the Lincoln Investment platform that oversees nearly $250 million of assets under management for nearly 300 clients. What’s unique […]
Xerocon London 2020 update
World class events are an important element of what both defines and also nurtures the amazing community that’s grown around Xero, and so it’s with a real sense of sadness that I have to update you on our difficult decision to cancel this year’s Xerocon London event. With uncertainty around COVID-19 likely to continue for […]
Overcoming A Disciplinary U4 Disclosure To Reinvent Your Advisory Business
Executive Summary When applying to register within the securities industry, whether as a registered representative of a broker-dealer or an investment advisory representative of an RIA, individuals must complete and file FINRA’s Form U4. The form asks for personal information such as employment and residential history, education, and designations, but is most commonly known for […]