Executive Summary In 2014, Robert Merton lamented in “The Crisis in Retirement Planning” that “investment value and asset volatility are simply the wrong measures if your goal is to obtain a particular future income”. Which is an important concept to emphasize, as many basic financial planning strategies focus only on solving for an asset-based goal […]

The introduction of e-invoicing is a government initiative to improve the way businesses interact with each other to lower the cost of doing business and improve payment times. It is another great step towards digitising Kiwi small business.  To understand the point of e-invoicing, let’s think about how invoicing works today. To request payment for […]

We know that when Xero partners have new clients to set up in Xero the one-size-fits all chart of accounts isn’t always ideal. If you have to change account names and codes to suit different business types you’re not spending your time efficiently and you could end up with reporting errors.  New chart of accounts […]

As you may have heard, Inland Revenue will be offline from 3pm on Thursday 9th April until 8am Thursday 16th April – a period that covers Easter holiday weekend and the two working days after that. This includes all online MyIR portals, offices, and call centres, while they switch over to new systems as part […]

Executive Summary Welcome back to the 167th episode of Financial Advisor Success Podcast! My guest on today’s podcast is Scott Frank. Scott is the founder of Stone Steps Financial, an independent RIA based in Southern California that has quickly grown to 67 clients and more than $400,000 of annualized revenue in just 5 years. What’s unique […]

Running a business is time consuming and stressful. I bet you already knew this, eh? In the maelstrom of tasks you need to conquer to keep your business afloat, there will inevitably be those things you miss. Sometimes these seem unimportant, sometimes you simply forget and every so often we can all be just plain […]

Recent events have spurred the ‘world’s biggest work-from-home experiment’. One company that has done this successfully is OA International Holdings. The Managing Director, Alan Chang, has divided his practice into two teams that alternate between working from the office and from home. While this may seem like a drastic change in the way many companies […]

The end of the tax year can get hectic with all the changes happening. But Payroll in Xero makes your year-end tasks painless and simple. We provide the tools and education to make your compliance and updates a breeze, leaving you with more time to focus on doing the things you want to do. Upcoming […]

Technology available to accounts payable departments is getting more advanced and has enabled many to employ automation to minimise costs, boost revenues and leapfrog laggards. Findings from Research Engine show that markets are investing heavily in automation. Digital transformation is forecast to exceed $650bn (just under £500m) by 2024 at a compound annual growth rate […]