Xero Roadshow Agenda
8:30am: Registration and networking
9:30am: The state of the nation with Xero leadership
Small businesses are the backbone of the economy. They employ two thirds of all people and contribute more than half of private sector revenue, but they need our support to survive and be successful.
We’ll share research and insights on what businesses need from their advisor to give you the state of the nation for small businesses. Here you’ll gain valuable insights on how Xero and our ecosystem – including you – can help improve small business cash flow.
10:00am: Get time back with Xero at the core
Optimise how you and your clients use Xero and find efficiencies for your business and theirs. We’ll take you through the latest updates to Xero and share how to make the most of everything on offer so you can spend less time on admin and more time helping clients stay compliant and succeed – whatever that means to them.
10:45am: Morning tea & networking
11:15am: Why a great client experience is your best marketing tool
Understanding the needs of small businesses is key to marketing your practice. What do clients and prospects want and need, how can you solve those problems, and how will it benefit them?
In this session we’ll look at how you can make sure you’re providing the best client experience, so small businesses choose and recommend you.
11:45am: Improving client cash flow with apps
Only around half of UK small businesses are cash flow positive at any one time, with businesses getting paid on average nine days late. So what can you do to help – and how can it benefit your clients as well as your firm? In this session we’ll share how to advise clients on apps that promote healthy cash flow and why cash flow advisory is the perfect introduction to app advisory.
12:30pm: Lunch and networking
1:30pm: Product deep dive
In our product deep dive we’ll look at a day in the life of a small business and their advisor, highlighting the key functions in Xero that will save you and your clients time. We’ll be sure to cover everything from capturing financial documents and managing client bookkeeping through to reporting and submitting VAT.
2:15pm: Xero tools for your practice: Streamlining your internal workflows
Learn about the latest updates to our practice tools. From tax filing solutions to segmentation tools – this will ensure you’re migrating the right clients to Xero at the right time – so they’re ready for Making Tax Digital. Plus, find out how Xero can support you to convert and onboard your clients successfully.
3:00pm: Event concludes