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Globe trotting coffee pioneer finds his place in the cloud

As the Director of St Ali FamilySalvatore Malatesta has coffee houses in Melbourne, Sydney and London. Salvatore is one of the men behind the third wave coffee movement in Melbourne. Between his cafes and popular specialty coffee brands, his expansion shows no signs of stopping. One of the keys that helps him along the way is Xero cloud accounting software.

Cloud accounting converts

“Xero has given me the ability to go online whenever I like and drill down and see the individual transactions. It’s not just a number – it’s a number with a receipt attached to it, so I can act on stuff very fast,” Sal said.

Sal’s accountant, Jane Meinert of Base Ten Advisory, couldn’t agree more.

“One of the biggest things about moving to Xero is that owners and entrepreneurs are starting to look at the information more and taking a bit more of a role in the performance of their business,” said Jane.

Cloud accounting has completely revolutionized the way he runs his business.

“I’m a massive fan of game changers and disruptors. In the airline industry, Branson did it with Virgin, Uber have done it with cabs and Xero has done it with accounting software.”

 

Batchbook Sales Guide for Small Business

Batchbook Sales Guide

Our friends over at Batchbook have recently created an awesome sales guide for people who want to get their sales processes just right. As they put it, the guide is for “the innovators, the optimists, the small budgets with big plans and the “I just hate pushy people” people.”

We were thrilled to be asked to contribute to Batchbook’s sales guide. Small business is one of our main audiences, so it’s great to be able to provide advice to the small biz community. As cloud accounting is one of our key areas of expertise, we wrote about how it fits into the sales process and lets businesses streamline their sales and invoicing.

You can check the article out here:

Streamline sales and invoicing with cloud accounting software

The sales guide as a whole features a range of articles that provide actionable advice for small businesses. Not only is there advice on the techniques you should be using, there’s also some important info on which tactics you should avoid at all costs. Read about traditional sales approaches, creative methods and real-life examples of small business sales strategies.

What the sales guide covers

For starters, there are a bunch of tips that introduce you to sales basics. Learn how to come up with a sales strategy that’s tailored to your business’ needs; figure out the difference between marketing, sales, and service; and get the low down on the two main ways to sell.

What’s more, there are articles to help you learn how to build your sales process:

  • discover how to find leads and pick the right ones
  • find out why the perfect pitch is so important and how to do it
  • check out tips on how and when to follow up and hand off a customer
  • learn why it’s so important to treat your customers like friends.

If your small business or someone you know is eager to learn more about the sales fundamentals, it’s definitely worth taking a look at Batchook’s sales guide. Check it out here:

Doing Sales Right – a Sales Guide by Batchbook

 

Small Business Week — An interview with Peter Karpas

Screen Shot 2014-05-06 at 3.43.29 PM

As part of National Small Business Week in the U.S. next week, Peter Karpas, our new Xero CEO of North America, shared his thoughts on the key challenges small businesses face today and the next big thing that will shape them in the future.

As the son of an entrepreneur and an accountant with more than a decade of experience work with small business owners, Peter offers this key bit of advice:  “Know when to do it yourself, know when to do it with help, and know when to get someone else to do it for you.”

He elaborates by saying that:

“Many small business owners I talk to want to do it themselves. They think they are saving money by not hiring a bookkeeper or accountant. So they spend their weekends doing their accounting on their own when they could be growing their business or spending quality time with their family. Then there are other things that they should do themselves but they outsource them instead. So think hard and make thoughtful choices about what you do or do not do. But always keep in mind, the more you do yourself, the less able you are to scale.”

Read Peter’s complete interview on the San Francisco Small Business Week website.

To celebrate the contribution entrepreneurs make to society and the economy, Xero is sponsoring San Francisco Small Business Week, which is where Xero in the U.S. is headquartered.

You can find out more about what’s happening at Small Business Week, including kick-off events at Square and Twitter headquarters, on this page.  We’ll be holding sessions on May 14th about:

About National Small Business Week

Every year since 1963, the President of the United States has issued a proclamation announcing this week, which recognizes the critical contributions that entrepreneurs and small business owners make to our society and economy. In fact, more than half of Americans either own or work for a small business, and they create about two out of every three new jobs in the U.S. each year. National Small Business Week includes local events in key cities across the country.

 

Getting your events schizzle together

Me portraitThis weekend I popped to my local hardware store to get a couple of things that needed replenishing in my event toolkit. I needed a new tube of super glue, some nails and a long-necked Phillips head screwdriver. These items might seem ridiculous, but after 14 years’ worth of experience running events, I know you have to plan for everything. And I do mean everything!

According to 10times.com events site, there are over 130,000 events going on worldwide each year. That’s a lot of events to plan for – so getting your toolkit right is crucial for making sure everything runs like clockwork. So, bearing this in mind, we thought it would be great to share with you what goes into my event kit. And if there are other event planners out there, can you see any gaps in my kit? Anything you swear by that I’m missing? I’d love to get your advice.

What’s in my events toolkit?

Continue reading ›

 

Xero Practice Manager – Filters Preview

Over the next four weeks we will preview some of the new features in the upcoming first release of Xero Practice Manager scheduled for mid June.

Today we’ll preview the introduction of Filters.

One of the challenges when managing large numbers of jobs and/or clients is locating the information which is important and relevant to you. Filters allows you to create and save search conditions letting you quickly and easily locate the data you’re interested in when you need it.

Using Filters you can create search conditions to:

- List my clients only
- Show WIP for the jobs I’m managing
- Manage Draft Invoices for a specific Partner
- List Tax Returns that my team is working on

Practice Manager – filters from Xero on Vimeo.

As you can see, Filters brings a new dynamic to how you view and manage your data within Practice Manager.

 

Practice Manager release coming soon

Mid-June will see the first release of Practice Manager, a Xero-branded re-imagination of WorkflowMax Practice Manager.

Practice Manager is a core part of Xero Practice Studio, our suite of solutions for accountants, bookkeepers and financial advisors that also includes Workpapers, Reporting and Tax.

Over the past 12 months we have applied significant resources into reimagining and rebuilding WorkflowMax, taking another step on our journey towards ensuring Xero Practice Studio is the leading integrated solution to manage your practice and work with your clients.  This first release of Practice Manager is a culmination of months worth of analysis, design, engineering and investment and is a major milestone on the journey towards our Practice Studio vision.

Continue reading ›

 

Direct feeds for Community Mutual (Australian customers)

Community Mutual Group logo

Direct feeds for Community Mutual are now available to our Australian customers. Community Mutual provides banking services to the New South Wales region.

More details are in our Help Centre.

More feeds coming soon

Community Mutual is our first new direct feed for 2014. We added support for Investec and Greater Building Society in December last year. We’re actively speaking to a number of financial institutions in Australia about direct feeds and have nearly half a dozen committed to delivering direct feeds over the next few months – we’ll bring you more details when we can.  A list of all our Australian direct feeds is available in our Help Centre.

 

Xero and U.S. tax company H&R Block form strategic alliance

We’re super excited to announce today a strategic alliance with US tax company H&R Block.
H&R Block

 

 

 

 

As part of this alliance, H&R Block will exclusively promote Xero as its preferred small business online accounting solution. H&R Block has 11,000 branded locations nationwide, and will recommend Xero in the locations that sell H&R Block’s Small Business Program suite of services.

This alliance is part of our strategy to increase Xero’s brand awareness in the U.S. and expand our marketing and sales channels to help improve the financial lives of more SMBs.

Help us spread the news via our social sharing buttons, or take a look at our press release to learn more.

 

Xero updates: Working on the little things

Hi, I’m Penny and I’m a Product Owner for the Sniper team at Xero. While the rest of the Xero product team tackles the larger pieces of work, we’re responsible for smaller features and enhancements that are just as important. In this post I want to let you know what updates made today’s release and give you a taste of what we’re going to be working on next.

Sniper developer team at Xero accounting software

We get a lot of feedback from our users – in fact, the last three posts covering Sniper updates generated over 100  comments! My job is to listen to this feedback and also monitor comments on our Community forums and work closely with our support team. We then come up with a plan and every three weeks, release as many updates as we can.

Today we’ve made these changes:

Continue reading ›

 

Xero Farming Roadshow – New Zealand

We’re coming to a town near you to showcase our upcoming solution for your farming clients. Join us, in conjunction with Figured, at the Xero Farming Roadshow this May and June to see how we’re going to connect accountants and bookkeepers to farming clients in a real-time set of data.

Joining us for the Xero Farming Roadshow will qualify you for two CPD hours. And by attending the roadshow and completing a Xero for Farming pilot, you’ll become a Xero Farming Specialist.

Register for the roadshow today!

Cows galore? Xero Farming Roadshow – NZ