Xero Awards US 2024: Winners

BNA's vision is to empower customers with financial clarity and strategic insights, actively engaging with clients through regular consultations, customized onboarding, and dedicated accountants. They leverage Xero's features to provide real-time financial insights, automate processes, and offer customized reporting. The practice has implemented several automation initiatives using Xero and its app ecosystem partners to streamline invoicing, payroll, expense management, and inventory control. They demonstrate a commitment to maintaining and sharing Xero knowledge through continuous professional development, educational resources, and participation in industry conferences. The practice's customer-centric approach, combined with their expertise in Xero, enables them to provide exceptional financial advisory and management services that drive growth and success for their clients.

Trigger aims to empower firms to focus on strategic growth and client satisfaction by leveraging Xero's tools and technology. They demonstrate commitment to Xero knowledge by maintaining certifications, providing comprehensive training, and actively promoting Xero's benefits. The practice utilizes Xero's platform and integrations to deliver efficient and accurate bookkeeping services, including migrating traditional practices to cloud-based solutions. Their client-centric approach involves dedicated onboarding specialists, regular communication, and a team of highly qualified professionals offering high-quality services at competitive rates. To educate and empower clients in using Xero, they provide tailored onboarding processes, ongoing support, and lead by example by using Xero for their own operations.

Aprio builds strong client relationships through regular meetings, consistent delivery of high-quality work, proactive communication, and leveraging Xero's App partner network. They've implemented innovative approaches like Rapid Rules and customized review processes to enhance efficiency and accuracy in serving clients. The company prioritizes continuous education on Xero, encouraging team certification and participating in the Xero Partner Advisory Council. They leverage Xero's platform to address complex client needs by standardizing charts of accounts, collaborating on new features, and integrating with tools like Fathom for advanced reporting. Their strategic guidance has driven business transformation for clients, including migrating clients to Xero, which improved business insights and tax planning, and customizing reports to effectively communicate financial strategies.

KepnerCPA developed an innovative advisory service called MindSmarts Advisory to address the "Trapped Business Owner" syndrome. The program aims to help business owners think differently and improve their cognitive resources. Implementation of this training in their own firm resulted in significant improvements in revenue, profits, and efficiency. Their approach has shown positive results for both the firm and its clients, potentially offering a model for other Xero providers and businesses to improve decision-making, increase profits, and enhance efficiency.

Acuity, our Community Champion Award Winner, created The AcuityCares program to provide free accounting and financial services to nonprofits making significant impacts in communities. This initiative recognizes that many nonprofits struggle with maintaining solid financial functions due to resource constraints. Over the past 12 months, the firm added a fifth client to the AcuityCares program, contributing more than 2% of their total company revenues to support nonprofits fighting homelessness, creating job training programs, and building multicultural communities. The program has not only benefited the nonprofits but also given the firm's team a sense of purpose and pride in their work. To solidify their commitment to social responsibility, the firm became a Certified B Corporation in 2023, ensuring continued focus on programs like AcuityCares and other initiatives that positively impact the world.

Revel CPA has been named our 2024 People's Choice Award due to their exceptional service and commitment to diversity and inclusion. The practice specializes in serving creative industries, BIPOC, and underrepresented founders, offering tailored solutions for tax planning, compliance, and cash flow forecasting. The practice utilizes innovative technologies, including advanced software for tax planning and compliance management, and has developed custom tools to help clients navigate new compliance requirements. Their proactive approach, technological advancements, and focus on anticipating clients' future needs set them apart in the field.

Syft Analytics empowers users to create and collaborate on reports and projections, with 6,500+ US entities connected and 2,000+ added in the past year. The company provides excellent customer support, hosts educational webinars, and offers free courses through Syft Campus. They integrate AI throughout their platform, enhancing user experience with features like AI-driven insights, Assist AI, and predictive analytics in their Cash Manager tool. The app improves Xero users' workflow by automating tasks such as consolidating reports, compiling management reports, and pulling transaction-level data. Their commitment to innovation and client care, along with features like segmentation and forecasting tools, has earned praise from numerous users and accountants.

Dext, a data capture and management app for Xero, streamlines financial paperwork management through features like mobile document capture and automated data extraction. Dext's commitment to client care, continuous innovation, and knowledge sharing has resulted in significant improvements for businesses, including a 14% year-over-year increase in accounts publishing to Xero. The app leverages AI to enhance user experience, optimize operations, and provide valuable financial insights, empowering businesses and accountants to focus on growth and client relationships. Recently, Dext launched DExtension, a Chrome browser extension that further enhances integration with Xero, streamlining accounting processes and improving collaboration with clients at no additional cost. They boast impressive customer ratings and reviews, making it the winner of our Small Business App of the Year title.