Even though you aren’t a professional accountant, you’re still responsible for keeping your business’s books in order. And if you’re the one handling your small business books, you need to follow ethics in accounting. Read on to learn about the importance of ethics in accounting and consequences your business may be subject to if you […]
What does wellbeing have to do with business success?
Whether it’s building the resilience to cope and thrive through difficult times, knowing how to energise and recharge to bring about your best self, or knowing how to bring out the best in others – wellbeing is a fundamental success driver in today’s global economy. Perhaps somewhat unsurprisingly, a recent study revealed that 75% of […]
Partner Pages 2020: Strength in numbers
By Karen Bussing, Owner, Kazron Bookkeeping and BAS Services, New South Wales and Fee Bonhote, Owner, Elite Bookkeeping Solutions, New South Wales. 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. There’s no underestimating the transformative power […]
The Fredo Effect – Mitigating Toxic Effects In A Family Business
Executive Summary In the movie The Godfather, Michael Corleone, the youngest of three sons, is chosen as successor of the New York mafia family throne, after his eldest brother is slain and over his older brother Fredo. While tradition generally designates the eldest child as successor in most family businesses, Fredo Corleone, less intelligent and […]
Partner Pages 2020: Meet the future of the industry
By Lauren Evans, Bachelor of Commerce student, Bond University, Queensland 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. What better way to discover how to attract future talent than by learning first hand from the future […]
A Seller’s Guide to Economic Nexus Laws by State
Economic nexus has taken the nation by storm. With the majority of states establishing economic nexus laws (43 states to be exact), it can be hard to keep up with all of the rules and changes. Regardless of if you have in-person or online sales, you need to know whether the state you’re selling in […]
#FASuccess Ep 162: Efficiently Expanding In-Depth Financial Planning Services To Move Beyond The AUM-Only Model, With Tim Bickmore
Executive Summary Welcome back to the 162nd episode of Financial Advisor Success Podcast! My guest on today’s podcast is Tim Bickmore. Tim is the co-founder and the director of financial planning for LBW Wealth Management, an independent RIA based in Madison, Wisconsin, that oversees more than $50 million of assets under management for 230 client households. […]
Mileage in Xero Expenses is now in open beta
Mileage in Xero Expenses is now in open beta and available to all partners and their clients using Xero Expenses. By allowing you to easily capture and record mileage claims, this new feature in Xero Expenses means you can be reimbursed faster. The open beta allows us to work collaboratively with you to continue building […]
The Latest In Financial Advisor #FinTech (February 2020)
Executive Summary Welcome to the February 2020 issue of the Latest News in Financial Advisor #FinTech – where we look at the big news, announcements, and underlying trends and developments that are emerging in the world of technology solutions for financial advisors and wealth management! This month’s edition kicks off with the big announcement that […]
Preparing for the next self assessment season
You don’t need us to tell you that self assessment season is a busy time. It’s easy to work 10 hour days when clients show up with all their paperwork at the last minute – or don’t give it to you at all. To help you prepare for the next self assessment season, you need […]