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215 | Is it time to migrate your clients to Xero?

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Manage episode 505461405 series 3357763
Content provided by Serena Shoup, CPA, Serena Shoup, and CPA. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Serena Shoup, CPA, Serena Shoup, and CPA or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

Send us a text

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:

—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:

Podcast Publishing Tools we use:

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>>

  continue reading

227 episodes

Artwork
iconShare
 
Manage episode 505461405 series 3357763
Content provided by Serena Shoup, CPA, Serena Shoup, and CPA. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Serena Shoup, CPA, Serena Shoup, and CPA or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

Send us a text

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:

—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:

Podcast Publishing Tools we use:

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>>

  continue reading

227 episodes

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