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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.
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Courses
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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
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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.
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