Denver, CO, and Miami, FL — February 9, 2022 — Xero, the global small business platform, today announced that IncSight, a cloud-based advisory firm serving legal, medical and entrepreneurial clients, has selected Xero as its preferred accounting solution.
As a fully virtual firm, IncSight is dedicated to streamlining compliance and helping small businesses achieve greater success wherever they are located. Xero’s cloud-based solution helps provide IncSight advisors with the tools to assist clients seamlessly and in real-time.
“We’ve been using Xero since 2014, and we’ve found it helps make compliance and accounting easier, simplifies bookkeeping and helps leave us more time and attention for advisory,” said IncSight Brand Ambassador and Partner Mike Jesowshek. “By more fully aligning our practice with Xero’s robust platform, we’re confident IncSight will deliver even greater value to our customers.”
IncSight advisors and their clients share a view of a business’s accounts and financials in one place on Xero. They can access the same information simultaneously, leave comments, and discuss business data in real time. Clients can also easily sync their bank accounts with Xero to access finances, including cash flow forecasts that look weeks or months ahead and give business owners greater confidence in their financial position.
A Xero Platinum Partner since 2021, IncSight was born out of the company’s recent merger with Jetro and Associates. IncSight offers a unique value proposition including bilingual advisors for clients who require service in both Spanish and English. By taking a tech forward approach, IncSight encourages clients to explore more than 1,000 apps worldwide that seamlessly integrate with Xero to help with tasks such as inventory and payroll. The firm also plans to revamp its proprietary Xero integrated app, IncSight, to improve the client experience and present tax and accounting solutions within the app for clients to use.
“IncSight is an impressive model of a firm that has embraced technology for the benefit of its clients,” said Ben Richmond, US Country Manager at Xero. “From its remote advisory model to its understanding which Xero integrated apps will perfectly suit a client’s needs, IncSight is setting an example for virtual firms to follow. We look forward to collaborating more closely with IncSight to serve small businesses across the US.”
Xero is a cloud-based accounting software platform for small businesses with over 3 million subscribers globally. Through Xero, small business owners and their advisors have access to real-time financial data any time, anywhere and on any device. Xero offers an ecosystem of over 1,000 third-party apps and 300 plus connections to banks and other financial partners. For three consecutive years (2020-2022), Xero has been included in the Bloomberg Gender-Equality Index. In 2021, Xero was included in the Dow Jones Sustainability Index (DJSI), powered by the S&P Global Corporate Sustainability Assessment and in 2020, Xero was recognised by IDC MarketScape as a leader in its worldwide SaaS and cloud-enabled small business finance and accounting applications vendor assessment.
IncSight is a modern day, innovative accounting firm servicing small business owners across the country with a vision to eliminate the stress of every business owner, to promote growth in their endeavors, and to empower them to change lives and build legacies. IncSight does this by taking ownership of their client’s finances by providing granular level advisory services to educate and provide clarity for future decisions and efforts, while helping them develop generational wealth through an accurate tax return with the lowest legal tax burden. IncSight’s Brand Ambassador and Partner, Mike Jesowshek, hosts the highly rated Small Business Tax Savings Podcast, available on Apple iTunes and all other podcasting platforms.
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