Go offline with the Player FM app!
215 | Is it time to migrate your clients to Xero?
Manage episode 505461405 series 3357763
Is it time to move your clients to Xero? Let’s talk about some considerations, before you embark on this path
In this episode you’ll hear:
- how to know if it’s time to leave QBO
- steps to take to migrate your clients
- resources and benefits of being a Xero Partner
Resources mentioned in this episode:
- Sign up for the Xero Partner Program: https://xeroamericas.partnerlinks.io/79afz10exu7d (affiliate link)
- Why we’re a Xero Firm Episode 19: https://www.buzzsprout.com/1774460/9399655
- Jetconvert - https://jetconvert.com/usa-pricing/
—For experienced bookkeepers & accountants—
Learn how to start your bookkeeping business in The Bookkeeping Business Accelerator® >>
Grab my FREE Start your Bookkeeping Biz Checklist >>
Grab my FREE New Client Onboarding Templates >>
—For new bookkeepers—
Learn the fundamental accounting skills with Xero in Katie Ferro's Become a Bookkeeper >>
—For online course creators—
Become a client at my firm, Of Course Financial >>
For more information about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring visit our resources below:
- Visit our website: ambitiousbookkeeper.com
- Follow the Blog: ambitiousbookkeeper.com/blog
- Connect on Instagram: instagram.com/ambitiousbookkeeper
- Connect on Threads: threads.net/@ambitiousbookkeeper
- Connect on Facebook: Facebook.com/serenashoupcpa
Podcast Publishing Tools we use:
- Podcast Editing: Sabr Media LLC
- Descript (affiliate link)
- Buzzsprout (affiliate link)
AFFILIATE DISCLAIMER
We participate in affiliate marketing programs, which means we may earn a commission from purchases made through the links on our blog. However, our recommendations are based on our own research and expertise, and your trust is our priority.
Get access to the Dubsado Decoded Private Podcast Series here>>
227 episodes
Manage episode 505461405 series 3357763
Is it time to move your clients to Xero? Let’s talk about some considerations, before you embark on this path
In this episode you’ll hear:
- how to know if it’s time to leave QBO
- steps to take to migrate your clients
- resources and benefits of being a Xero Partner
Resources mentioned in this episode:
- Sign up for the Xero Partner Program: https://xeroamericas.partnerlinks.io/79afz10exu7d (affiliate link)
- Why we’re a Xero Firm Episode 19: https://www.buzzsprout.com/1774460/9399655
- Jetconvert - https://jetconvert.com/usa-pricing/
—For experienced bookkeepers & accountants—
Learn how to start your bookkeeping business in The Bookkeeping Business Accelerator® >>
Grab my FREE Start your Bookkeeping Biz Checklist >>
Grab my FREE New Client Onboarding Templates >>
—For new bookkeepers—
Learn the fundamental accounting skills with Xero in Katie Ferro's Become a Bookkeeper >>
—For online course creators—
Become a client at my firm, Of Course Financial >>
For more information about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring visit our resources below:
- Visit our website: ambitiousbookkeeper.com
- Follow the Blog: ambitiousbookkeeper.com/blog
- Connect on Instagram: instagram.com/ambitiousbookkeeper
- Connect on Threads: threads.net/@ambitiousbookkeeper
- Connect on Facebook: Facebook.com/serenashoupcpa
Podcast Publishing Tools we use:
- Podcast Editing: Sabr Media LLC
- Descript (affiliate link)
- Buzzsprout (affiliate link)
AFFILIATE DISCLAIMER
We participate in affiliate marketing programs, which means we may earn a commission from purchases made through the links on our blog. However, our recommendations are based on our own research and expertise, and your trust is our priority.
Get access to the Dubsado Decoded Private Podcast Series here>>
227 episodes
All episodes
×Welcome to Player FM!
Player FM is scanning the web for high-quality podcasts for you to enjoy right now. It's the best podcast app and works on Android, iPhone, and the web. Signup to sync subscriptions across devices.