By Anne-Marie Swinburne, Founder, The Outsourced Office, 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. Many small business owners have no choice but to act as manager, receptionist and admin person, often all at the […]
Why Is Accounting Important in Business?
Unless you want IRS penalties and audits, you know you have to do it. Without it, you wouldn’t know your business’s financial health. Your business decisions would be shots in the dark. We’re talking about accounting, of course. So, how does accounting protect your business, gauge its health, and help you make decisions? In short […]
#FASuccess Ep 163: Building A Fast-Growth Practice Without Prospecting By Working Under A Credit Union, with Michael Gennawey
Executive Summary Welcome back to the 163rd episode of Financial Advisor Success Podcast! My guest on today’s podcast is Michael Gennawey. Michael is a financial advisor and program manager for SoCal Wealth Management, a hybrid advisory firm in Southern California that oversees $260 million of assets under management for nearly 1,800 clients. What’s unique about […]
Partner Pages 2020: Accounting for farming’s future
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. By Simon Groth, Director, Rawson Baker Advisors, New South Wales Having grown up on a cattle farm in regional New South Wales, accountant Simon Groth knows the trials […]
The Most Efficient Financial Advisor Marketing Strategies And The True Cost To Acquire A Client
Executive Summary For more than 20 years, industry benchmarking studies have helped financial advisors understand how to manage the profitability of their businesses, and ensure that the costs to service clients are in line with the fees they’re being charged. However, remarkably little research has been done into the costs that must be incurred to […]
Business continuity planning and reinforcing stability during uncertain times
Over the past few months alone, we have witnessed devastating natural disasters in Australia and New Zealand, social unrest in Hong Kong and now the Coronavirus outbreak globally. These series of unpredictable events have signalled to businesses the urgent need to instil stability and minimise disruption in their operations using technology. Not only did these […]
Weekend Reading for Financial Planners (Feb 8-9)
Executive Summary Enjoy the current installment of “weekend reading for financial planners” – this week’s edition kicks off with the industry news that TD Ameritrade’s RIA custody business is continuing with business as usual despite the looming Schwab merger, in what appears to be a combination of both a legal obligation to do so until […]
Back from holiday? How do you get motivated for business again?
Back from holiday? How do you get motivated for business again? | Reckon Blog Blog Post Home > Tips > Back from holiday? How do you get motivated for business again?
Partner Pages 2020: Unlock your true value
By Nicola Muxworthy, Owner, Surf Coast Consulting, 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. Should you be paid for your time, or for what your skills and experience are worth? When it comes to […]
What does the future of technology look like for South Africa’s SMEs?
Over the past decade, technology has radically changed the way businesses operate. Now, even small businesses have access to powerful tools that were previously too expensive or complicated. The pace of change has been rapid – and it’s unlikely to slow down. Businesses must keep up with technology to stay competitive. According to research conducted […]