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RSM New Zealand Auckland

training
accountants and bookkeepers

If you’re an accountant or bookkeeper partnered with Xero, or thinking about partnering with Xero, then you should be at Xerocon 2014. With a great range of accounting services, your local SBA will keep you on track throughout the year so you can focus on growing your business. At Xero, our purpose is to make life better for people in small business, their advisors, and communities around the world. We support our people to do the best work of their lives so that they can help small businesses succeed through better tools, information and connections. Because when they succeed they make a difference, and when millions of small businesses are making a difference, the world is a more beautiful place.

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Don’t leave it to the day to decide which streams to attend – choose ahead of time to optimise your conference attendance. I’ve joined Spotlight after successful and enjoyable 4.5 years as a Senior Account Manager atXero where I worked with accountants and bookkeepers in Auckland and Waikato regions. During this time, I was able to build relationships and work with a variety of clients from the Big 4 firms to sole practitioners. I listened to and assisted with the challenges they faced in the rapidly evolving industry due to the opportunities that technology advances have brought.

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However, if you need permission from your company to attend, then the sooner you pitch the idea to your boss, the better. Prepare a list of bullet points explaining how your attendance could benefit your company. It can help to highlight specific speakers or workshops that would bring particular value to your company’s current situation – perhaps by focusing on problem areas or areas marked for growth.

  • Our accountants can provide expert accounting advice and help you optimise your tax savings.
  • There will be plenty of onsite parking, including allocated spaces for people with disabilities.
  • I’ve joined Spotlight after successful and enjoyable 4.5 years as a Senior Account Manager atXero where I worked with accountants and bookkeepers in Auckland and Waikato regions.
  • When at Findlay & Co, Wayne and Scott were always early adopters of technology.

It provides automatic bank feeds, invoicing, accounts payable, expense claims, fixed asset depreciation, purchase orders, bank reconciliations, and standard business and management reporting. Xero CEO Rod Drury’s presentation from Xerocon NZ 2013. Xero is beautiful online accounting software that connects small businesses and their accountants together in the cloud.

Through their getting started on xero at Findlay & Co, Wayne and Scott have always had a strong focus on systems and procedures. This has flowed through to The Back Room and proven very helpful in getting employees up to speed very quickly on their tasks. One system Wayne and Scott are very proud of is the prepping process which they implemented at Findlay & Co (see Wayne’s White Paper on Prepping, download it here).

WHAT IS YOUR PREVIOUS EXPERIENCE?

We help small businesses be more efficient, have better visibility on their numbers and make it easy to work with other financial… Then you should definitely consider attending Xerocon 2014. The conference focuses on accountants and bookkeepers as Xero partners – working together to provide the best products for your clients and give you the tools you need to succeed. Xerocon is a 1-3 day event hosted by Xero for all their accounting and bookkeeping partners – from solo operators right up to large accounting firms. The conference has grown to become one of the biggest accounting industry events, and Xerocon has dates in Australia, NZ, the UK and USA in 2014. The Xero accounting software uses a single unified ledger, which allows users to work in the same set of books regardless of location or operating system.

  • “Some of our farms are around two hours from town, so this is where we’ve found that cloud technology is really beneficial. Figured has given us the ability to run a large business in an isolated area.”
  • We aim to support our clients in order to achieve more in their Bookkeeping area.
  • Do you … Want to use your great accounting and finance skills to help us grow faster?
  • Clients of First Class Accounts Auckland Central connect to a range of banks via Xero.
  • At SBA Glenfield our tailor-made accounting solutions are ideal for small businesses.
  • I listened to and assisted with the challenges they faced in the rapidly evolving industry due to the opportunities that technology advances have brought.

This suits small https://bookkeeping-reviews.com/es that do not have to run an online debtors or creditors system. You will be able to monitor how your business is performing during the year. Trudy is well qualified to assist you with your business services, with a degree in Accounting, plus she is very proud to hold a Post Graduate Diploma in Taxation. Free access to premium services like Tuneln, Mubi and more. Activate your 30 day free trial to unlock unlimited reading.

Keep up to date with Xero

This helps them feel involved and also shows the boss that your conference ticket wasn’t a waste of money! Checking in at the office is also a good way to keep your focus and solidify what you’re learnt into actionable steps. If not, you should take the time to investigate the different products you can use to offer more effective solutions to your clients. Before you attend Xerocon, read through the list of exhibitors and highlight those you’re interested in learning more about. This will help you use your time on the exhibition floor to discuss specifics with these providers.

Three simple steps to pay yourself as a business owner – Stuff

Three simple steps to pay yourself as a business owner.

Posted: Wed, 08 Jun 2022 07:00:00 GMT [source]

RSM New Zealand specialises in working with some of those banks; they can help with setting up bank feeds, and are knowledgeable about accessing bank loans and streamlining payments through Xero. Log in to follow creators, like videos, and view comments. After the conference has finished, you’ve still got a bit of work to do. Follow us on @workflowmax as we’ll be live-tweeting from #xerocon 2014. Everyone has a preferred method of taking notes at conferences. I tend to write notes as “action points” – statements that can be directly applied to improving ROI at my company.

It’s great to have the Sydney office back together again, but we’re not getting too comfortable because before we know it, we’ll be packing our bags again to join the tail-end of the New Zealand Xero Roadshow. We’re thrilled to have been chosen as part of a select group of Xero Add-Ons who’ve been invited to join Xero on their tour of major cities across New Zealand. “Figured farmers are empowering themselves to take control of their finances and futures. Discussions are about going forward – the plan, the next steps – we’re no longer always working in the past.” Xero has all you need to run your business – including invoicing, paying bills, sales tax returns, reporting and much more.

When at Findlay & Co, Wayne and Scott were always early adopters of technology. This has flowed through to The Back Room and also been shared with clients. Come, visit us and learn how easy accounting can be when you let us take care of everything. The Sharesight team has put together a list of the top 50 investing, personal finance and business news podcasts worldwide. Our awesome sales and support staff are currently busy following-up and onboarding the hundreds of finance pros they met in Melbourne at Xerocon last week.

professional accountants

Our experienced tax consultants and business advisor’s can offer sound… A huge part of Xerocon focuses on the transforming nature of the accounting/bookkeeping industry. Xero is not trying to make accountants or bookkeepers redundant, but help provide them templates for successful business going forward. Our online accounting software links businesses to accountants and bookkeepers, banks, large enterprise and more than 700 apps across the world.

They have shared this system with The Back Room clients and it has proven valuable for these firms to get their offshoring team producing great results at an early stage. Create a short presentation outlining some of the key takeaway points from each of the sessions, and create a list of action points you intend to work through inspired by what you learned at Xerocon. Show your boss the connections you made, and create a plan for company growth based on the lessons learned. You should give a round-up as soon as you get back – while you’re still enthused by the Xerocon experience. Every day, check in with your team back home and give them the conference highlights.

attending xerocon

It can be useful to work with your boss on this – look at your companies’ goals for the next two years and figure out what areas you should focus on at Xerocon. Specifically, advisors love our powerful performance reports and charts; and our 1-click tax reports (including Taxable Income & FIF) are an accountant’s dream. Plus, our seamless Xero integration means you’ll spend less time reconciling bank statements and/or chasing paperwork come tax-time. Like we said, if your clients own investments, you’ll want to stop by and see Sharesight for yourself.

Some Kiwis turning to TikTok for financial advice – 1News

Some Kiwis turning to TikTok for financial advice.

Posted: Tue, 09 Aug 2022 07:00:00 GMT [source]

They took time out to guide me through Xero and were SO patient. They were also a huge support day-to-day, on the end of the phone, or with a prompt email reply. They were professional, polite and full of great tips and advice.

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