2021 edition

Partner Pages

Welcome to the first digital edition of Partner Pages, made up of stories from the Xero partner community for the Xero partner community. Keep scrolling to take a peek under the hood and discover the trials and triumphs that your peers have encountered along the way. In the process, you’ll find key tips, insights and practical examples that can be applied every day.

Keep scrolling for stories

The stories: Planning for an all-new future

It’s time to harness all that we’ve learned to set your practice up for success – now and into the future.

Life on air: Gaining an audience and influence through podcasting

As directors of CATS Accountants and hosts of the Two Drunk Accountants podcast, Tim Garth and Dan Osborne’s relaxed, humorous approach makes accounting concepts accessible to, and even enjoyable for, small business owners. All the while, they keep servicing their existing clients and reaching new ones in the process.

Read Tim and Dan's story

Agent of change: Forging a values-driven practice

Darwin-based advisor Sarah Hyland left the corporate world to create Together Business, an Indigenous-led firm that supports startups, not-for-profits, social enterprises and other purpose-driven businesses that are making a difference in the community.

Read Sarah's story

The year of living courageously: Developing a crisis-responsive practice

In one year, the Gippsland community has battled drought, bushfires and a global pandemic. From helping small business owners navigate grant applications to lending a sympathetic ear to isolated farmers doing it tough, accountant Abe Schuback of Phillipsons has been there for his clients every step of the way – creating a crisis-ready practice in the process.

Read Abe's story

The stories: Unlocking fresh tools and ideas

From embracing powerful digital tools, to uncovering a whole new way of thinking – the next step is all yours.

Smart money: Harnessing apps to boost financial literacy

As founder of a bookkeeping practice dedicated to assisting the creative industry, Claire Grimes is on a mission to demystify the financial side of running a business – with a little help from her favourite apps.

Read Claire's story

Pulse check: Aiding an industry in need

David Dahm, founder of Health and Life has spent the last three decades supporting healthcare professionals to run sustainable, profitable practices. When COVID-19 disrupted the industry, David’s innovative, tech-enabled approach was just what the doctor ordered.

Read David's story

The social network: Harnessing digital marketing to find a new audience

With the dual aims of expanding its client base beyond its own backyard and providing timely information to business owners during the pandemic, Notch Above Bookkeeping’s investment in digital marketing has seen the firm’s audience and client base grow nationally.

Read Jac's story

The stories: Taking stock and moving forward

Following what has been the most demanding year yet for Australia’s accountants and bookkeepers, the scene is set to take stock and forge ahead.

Family ties: The generations joining forces to reshape their practice

Over four years, father and son team Tony and Damian Lococo have worked together to transform a long-established practice into an agile, forward-thinking firm, while learning about each other in the process.

Read Tony and Damian's story

 

Time for transformation: Lessons from a large-scale change project

As Director and National Head of Business Advisory at RSM Australia, Dace Harris oversaw one of the largest change projects an accounting organisation could ever undertake: the transition of 31 offices to Xero in just over two years (with everything from bushfires to a pandemic to contend with).

Read Dace's story

Mind matters: Championing mental wellbeing within the advisory world

Rebecca Gadd’s mental health journey led her to form Sprout Business & Wellness Coaching, a Wodonga-based bookkeeping and advisory practice that puts the mental wellbeing of both advisors and small business owners in the spotlight.

Read Rebecca's story

Part one

Strength in numbers

From unpacking fast-moving government restrictions to becoming the first line of financial and emotional support for your clients, accountants and bookkeepers faced an incredibly challenging year in 2020. Now, the time has come to move forward. Inside the stories of this year’s new-look digital Partner Pages you’ll find the strength to arm your practice for whatever comes next.