Executive Summary Financial planning, and the process of creating a financial plan, has changed extensively over the nearly 50 years since the first class of CFP certificants. As while in the early years, the “financial plan” was primarily used as a way to demonstrate a prospective client’s gaps and establish a need (for which the […]
Practice Ignition’s Top 50 Women in Accounting 2019
We’re pleased to announce that 26 Xero partners and Xeros were named to Practice Ignition’s Top 50 Women in Accounting List earlier this month. The list honors and recognises women who are driving change and creating opportunities for the next generation within the accounting and bookkeeping industry in their workplaces and beyond. We’re thrilled to […]
Financial year-end is coming – is your business ready?
The end of the financial year is creeping up quickly. While you want to make sure you’ve covered all bases correctly, it doesn’t have to be a stressful time. As long as you plan ahead and get your business ready. We’ve put together a few tips to help you prepare for the end of the […]
Weekend Reading for Financial Planners (Mar 7-8)
Executive Summary Enjoy the current installment of “weekend reading for financial planners” – this week’s edition kicks off with the buzzing industry news that the CFP Board is removing descriptions of how advisors are compensated from its Let’s Make A Plan consumer website, claiming that explanations like “Fee-Only” are “not… helpful to consumers”, and setting […]
India to become latest in Asia’s invoicing system overhaul
If effective, India’s new invoice clearance regulation – expected to take effect from April – has had a ripple effect across Asia where a host of countries are looking to similar programmes. “India is proposing a local adaptation of these frameworks and reforms that we’ve seen elsewhere. In doing so, India will be the pioneer […]
3 Australian female entrepreneurs who are crushing it!
Happy International Women’s Day everybody! Despite the long-term trend of ‘entrepreneurs’ being largely represented by men, there is strong and positive growth in women entrepreneurs making a serious splash. Let’s take a look at three of Australia’s many notable female entrepreneurs of 2020. Carolyn Creswell A rags to riches story of a young woman with […]
The power of positive reinforcement and incentive in business
Positive reinforcement is a powerful tool which can make your business boom when deployed correctly. What do you know about this mysterious power you can wield to influence people’s behaviour? The Psychology of positive reinforcement It’s science! The benefits of deploying positive reinforcement strategies in your business isn’t pie in the sky stuff – this […]
International Women’s Day: Fostering a culture of inclusivity and equality at Xero
This Sunday, 8 March, is International Women’s Day. The global focus for 2020 is #EachforEqual – the idea that whatever our gender identity, each one of us can help create a gender equal world. This theme resonates, because one of our six diversity and inclusion principles at Xero is that we’re all accountable to create […]
A Profit and Loss Statement for Small Business Is a Must!
As a business owner, you must track the money going in and out of your company to keep your finances on track. One way you can do this is by monitoring your profit and loss statement for small business. Read on to learn how a profit and loss statement can benefit your business and how […]
4 tips for starting out on social media
When starting out on social media it can be overwhelming. Which platform should you be on? How often do you need to post? What should you post? What shouldn’t you post?! Is Facebook right for me? Do I need to learn how to dance like those TikTok dancers? Eek! Don’t worry, it’s not as complicated […]