Tracking time and costs spent on a job is a challenge for many trade, consulting and service-based businesses. But you can now power up your project tracking with our time saving tips to help create a thriving business. Pull project time into Xero Payroll Xero Projects integrates with Xero Payroll so it’s easy to pay […]
Weekend Reading for Financial Planners (Feb 15-16)
Executive Summary Enjoy the current installment of “weekend reading for financial planners” – this week’s edition kicks off with the ongoing industry drama of the prospective “Schwabitrade” merger, with a new public “Pledge” from Schwab that it will accept all RIAs regardless of AUM and without any custody fees, buzz that Fidelity will soon require […]
Xero Global Release Update: February 2020
Check out the latest updates for small businesses and advisors, plus a peek at what’s coming soon. Xero changes and release updates can be found in Xero Central or keep an eye on the feature timeline for a summary of some of our bigger releases. Recently released Attach a file to a spend money – […]
Which Financial Statement Is Prepared First?
Your business’s financial statements give you a snapshot of the financial health of your company. Without them, you wouldn’t be able to monitor your revenue, project your future finances, or keep your business on track for success. Now, you can’t go off creating your different financial statements all willy nilly. Like many things in business, […]
Kitces & Carl Ep 27: Handling The ‘Required Minimum’ Conversation Without Being Awkward
Executive Summary Many financial advisors have asset minimums to ensure that they generate enough revenue from each client to be compensated appropriately for the value they provide (and the business cost to deliver it). But when it comes to having conversations about net worth with prospective clients to find out if they qualify for those […]
Partner Pages 2020: This goes with that – introducing the app matchers
By Sarah Pilling and Vita Lo Presti, Founding partners, Bramble and Briar, Victoria Welcome to Partner Pages: a magazine made up of stories from the Xero Partner community, for the Xero partner community and shared as part of Roadshow Australia each year. Chartered accountants Sarah Pilling and Vita Lo Presti have made an art out of finding […]
How the right technology can be a game-changer for non-profits
We’re a country of do-gooders here in New Zealand. We ranked third on last year’s World Giving Index and we have 27,800 charities for a population of just under five million. There are around 115,000 organisations in New Zealand’s not-for-profit (NFP) sector. These are a mixture of incorporated and unincorporated organisations, depending on their income, […]
Business Rewired: Preparing for turbulent times
According to our Business Rewired report, 2.6 million small business owners in the UK have genuine concerns about the future. They worry about broad business issues like late payments (54%), cyber-attacks (27%) and tax rates (44%). But they also worry about things like Brexit (44%), employee recruitment costs (19%) and increasing levels of productivity (31%) […]
The (Partial) Death Of The Stretch IRA: How The SECURE Act Impacts Inherited Retirement Accounts
Executive Summary Passed into law in December 2019, the “Setting Every Community Up For Retirement Enhancement (SECURE) Act”, introduced a plethora of substantial updates to longstanding retirement account rules. One of the most notable changes was the elimination (with some exceptions) of the ‘stretch’ provision for non-spouse beneficiaries of inherited retirement accounts. As prior to […]
Going Freelance: Getting in control of your life and your numbers
Becoming a freelancer is a big step in anyone’s life. It means setting up your own micro business, finding the ideal customers and learning to make money from your own skills and services. But if you get it right, going freelance really can change your life for the better. Steve Ash, freelancer and content consultant […]