Episode 243: How to improve your efficiency in business, Xero on The Bookkeepers’ Podcast

Find out your next step in bookkeeping. Free calls and books. https://bookkeeperssupport.com ----------------------------------------------- This week we have a special episode of The Bookkeepers Podcast with our sponsor, Xero. Jo and Zoe will be joined by Ian Phillips. Ian Heads up Partner Sales at Xero UK, looking after the teams who onboard and account manage Xero’s accounting and bookkeeping Partners. Ian has been with Xero for over 7 years, starting as a Senior Account Manager and progressing through the business as it has grown. Prior to that Ian has worked for other SaaS businesses and BPP, experience that has given him a strong understanding of professional services firms, their small business clients and the challenges they fact as well as a passion for the technology that powers them. Join them as they talk about practice efficiencies. This week we have a special episode of The Bookkeepers Podcast with our sponsor, Xero. Jo and Zoe will be joined by Ian Phillips. Ian Heads up Partner Sales at Xero UK, looking after the teams who onboard and account manage Xero’s accounting and bookkeeping Partners. Ian has been with Xero for over 7 years, starting as a Senior Account Manager and progressing through the business as it has grown. Prior to that Ian has worked for other SaaS businesses and BPP, experience that has given him a strong understanding of professional services firms, their small business clients and the challenges they fact as well as a passion for the technology that powers them. Join them as they talk about practice efficiencies. We discussed: 0:00 Introduction 2:23 Account management, sales, and software development. 8:39 Xero software efficiency for bookkeepers. 14:31 The importance of bank feeds 19:30 Data capture software and its benefits for bookkeepers and clients. 24:34 Streamlining payments and invoicing for businesses. 30:11 Streamlining workflows and automating data flow in accounting practices. 34:52 Streamlining workflows in Xero accounting software. 40:26 Digitization and transformation in the bookkeeping industry. About us We help bookkeepers find clients, make more money and build businesses they love that work for them. We're raising the profile of the bookkeeping profession and bookkeepers worldwide. Whether you're a bookkeeper or accountant wanting to grow your own business to have the flexibility for your life, and your family, come and join us. Join our FREE Facebook community, The 6 Figure Bookkeepers' Club, to experience this revolution for yourself. Connect with us at 6figurebookkeeper.club ----------------------------------------------- Quiz Are you 6 figure ready? Find out at 6figurebookkeeper.scoreapp.com ----------------------------------------------- Courses Find out about how we can help you at 6figurebookkeeper.com/bookkeeper-courses ----------------------------------------------- About our Sponsor This episode of The Bookkeepers' Podcast is sponsored by Xero. Find out more at: https://www.xero.com/uk/campaign/new-partner-programme/?utm_source=6FB&utm_medium=podcastnotes&utm_campaign=Q2 ----------------------------------------------- The information contained in The Bookkeepers' Podcast is provided for information purposes only. The contents of The Bookkeepers' Podcast is not intended to amount to advice and you should not rely on any of the contents of the Bookkeepers' Podcast. Professional advice should be obtained before taking or refraining from taking any action as a result of the contents of the Bookkeepers' Podcast. The 6 Figure Bookkeeper Ltd disclaims all liability and responsibility arising from any reliance placed on any of the contents of the Bookkeepers' Podcast. ------------------