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Xero Partner Awards recognise outstanding performance in 2013

Xerocon New Zealand 2014 closed on a high as we celebrated the contribution of some of New Zealand’s leading small business experts at the Xero Partner Awards dinner on Friday evening.

Honoring our partners’ increasing innovation and enthusiasm, we presented nine awards ranging from the Accounting Partner of the Year to the Xero MVP Award, which celebrates the winner’s impact on the accountancy profession in 2013.

These awards are a wonderful opportunity for us to acknowledge our partners for their provision of Xero services and corresponding delivery of high quality marketing.

Congratulations to the winners!

Accounting Partner of the Year 2013

Curtis McLean (now Deloitte Private) –  Wellington

Xerocon Partner Awards

Long standing Xero partner Curtis McLean has been recognised for its contribution to referring new organisations to Xero, and as a thought leader in acquiring and retaining clients.

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Xerocon New Zealand 2014 – Day Two

When I attended my first Xerocon in 2013 after five weeks with Xero, I immediately sensed an air of excitement that resembled what I imagine a revival or a movement would be like. The same feeling arose this year as I watched accountants and bookkeepers flow into the Viaduct Events Centre, ready for what Xerocon New Zealand 2014 would have to offer.

In my keynote this morning, I referred to Simon Sinek’s ‘The Golden Circle’, which talks about how great leaders inspire action. Most organisations know what they do and how they do it, but very few know why. It’s not just about making money, it’s about a purpose and a belief, and that’s what I’ve come to see in Xero. We’ve got a purpose, a cause and a belief in what we do and our partners believe it too.

Amanda Armstrong at Xerocon 2014

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A fireside chat – Xerocon New Zealand 2014

A group of New Zealand’s top media and accounting partners joined Rod Drury, Amanda Armstrong and Stuart McLean for an intimate fireside chat (minus the fire, ‘cos it’s mid-summer in Auckland) at Generator last night, following day one of Xerocon New Zealand 2014.

Xerocon Fireside Chat

Accounting partners Edwin Read from Rightway - an innovative, 100% Xero firm based in Martinborough, and Neil Sinclair from Winstanley Kerridge joined the group for a chinwag, as well as Dr Michael Fraser from NZICA and Russell Jones from ASB.

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Xerocon New Zealand 2014 – Day One

More than 900 accounting, bookkeeping and add-on partners flooded into the Viaduct Events Centre in Auckland this morning for Xerocon New Zealand 2014. The line was long, but we got everyone inside eventually!

Xero minis at Xerocon New Zealand 2014

MC Petra Bagust kicked things off this morning. She was excited, talking about our values – love, beauty, transformation, fun. She described the atmosphere as majestic, magnificent, amazing and life-changing. “This is the kind of conference I want to be involved in!” she said. Same!

Petra Bagust emcees at Xerocon New Zealand 2014

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Exporting data from Xero to TaxACT

The U.S. tax season is now in full swing and most practices are looking for ways to increase efficiency in order to process a high a volume of returns. Much of the time drain caused by tax prep is due to manual data entry so we’re pleased to announce that customized exports to TaxACT are now available. These reports make it easier to export your data from Xero to TaxACT.

TaxACT is a leading provider of tax preparation solutions and recently launched online filing for Partnership (Form 1065) and Corporate returns (Form 1120 and 1120S). TaxACT Online can be accessed from any browser, allowing users to prepare, print and e-file anytime, anywhere. In addition to Federal 1065, 1120S and 1120 solutions, TaxACT supports 33 states and e-file for 26 states.

Find the details on how to export data from Xero to TaxACT after the turn.

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Financial Advisors Wealth Enhancers reach Gold status

The momentum we’re seeing in the Financial Advisor space is continuing to grow: Wealth Enhancers is the first Financial Advisor to reach Gold Partner status, with over 100 clients on Xero Cashbook.

Wealth Enhancers pose for a photo after becoming Xero's first Australian Financial Advisor to reach Gold status

Picture L-R:  Finn Kelly, CEO, Wealth Enhancers, Sarah Riegelhuth, Co-Founder, Wealth Enhancers, Trent Innes, National Sales Director, Xero Australia

Here’s the media release on the announcement

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How purchase orders improve small business

If you’re a small business operator, and thought purchase orders were just for large business, check out our video explaining how they could help you too.

 

Powerful business planning with LivePlan

LivePlan is a cloud based solution from Palo Alto Software – veterans in the business planning space. It can help you with everything from pitch creation and business planning to ongoing financial management. By connecting Xero to LivePlan, you can analyze your accounting information in real-time in order to keep your business on track.

Business planning is a great tool for any business. In fact, a Cranfield University study proved that those who write and track their  business plan experience 30% more growth potential than those who don’t engage in planning.

Who is it for?

LivePlan is for both established business owners and entrepreneurs who are just getting their ideas off the ground. Its functionality allows you to:

  • Write a complete business plan
  • Deliver a professional pitch to investors/lenders
  • Monitor your progress and track your growth

Xero Add-on LivePlan

How LivePlan works with Xero

Connect LivePlan with Xero to import your financials into the LivePlan Scoreboard. This integration will allow you to track how your business is doing, in real time, and compare your progress against your forecast.

Where you can use LivePlan

LivePlan works for users in over 172 countries, including the US, the UK, Canada, Australia and New Zealand.

Try out LivePlan for free

You can sign up to try out LivePlan with Xero for free. Find out how here.

 

Our biggest Xero Roadshow yet!

I’ve been on many road trips in my life, but never one as big as this. The Xero Roadshow for Australia covers 20 cities – from Bendigo, all the way up to Darwin. It has an audience of over 5,000 accountants and bookkeepers in attendance, so it’s no wonder the nerves have kicked in a little!

Xero roadshow audience in Australia

With more and more businesses heading to the cloud, it’s an exciting time to be getting up in front of so many people to chat about cloud technology, market updates and other exciting news from Xero.

Of course, I won’t be the only one speaking. You’ll also get to hear from Xero product, Tax and partner specialists – plus we’ll have 38 exhibitors (across the 20 events), giving you ample opportunity to explore the App ecosystem that is continually evolving. And we encourage you, as always, to ask questions, network and start a dialogue.

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A new breed of accounting firm

Lucy Danon

In my role as Associate Account Manager for Xero UK, I deal with a large number of new Xero Accounting Partners in the early stages of their move to the cloud. In recent months I’ve noticed an interesting trend – more and more of these firms are being run primarily as businesses, not traditional accounting practices.

The subtle difference in many cases is the owner I talk to (or one of the owners) is not necessarily a qualified accountant but instead a business person/entrepreneur looking to take advantage of cloud disruption.

Firms which are built as a partnership between accountants and entrepreneurs are thriving with the entrepreneur driving the business side and the accountant doing what they do best: providing expert advice to clients.

With the direction of the accounting firm no longer driven primarily by someone with a background in doing traditional accounting work (such as annual accounts and tax preparation), the focus moves to marketing and business growth.

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