Institute of Certified Bookkeepers

Xero Roadshow Melbourne 2018

Thank you Xero, for putting together another great event for your Partners in Melbourne (and throughout Australia). It was obvious that a lot of thought had been put into the format and content of this year's Roadshow with a theme of giving your Partners and their Clients back one of their most valuable resources – Time.

Instead of the usual exhibitor stands, the emphasis was on networking with Xero ecosystem partners in their Branded T-Shirts; mixing with participants and providing helpful information.

The main presentation was broken into 5 topics:

  • Unlocking client services with Xero HQ
  • Making tax digital, safe, secure and online
  • Working remotely with clients
  • Managing time, projects & expenses
  • Supercharging small business with Xero's financial web

Each of the presenters moved quickly away for the Powerpoint slides to show actual Xero transactions to illustrate features and productivity tips. This made the content real and illustrated the ease of maintaining client communications with the ASK option and client management through alerts in Xero HQ. While some of the new features such as Projects and Expenses will add to the monthly cost of using Xero, new innovations such as the NAB integration with Xero will further streamline the payment of outstanding accounts, and Xero's integration with the ATO's digital tax platform will reduce time taken to lodge Tax returns.

The opportunity to become a Xero Champion by completing the upcoming Live Webinars and showing your product knowledge was also explained, helping partners gain best practice techniques in making the most of Xero features. Special mention should be made of the roadshow publication given out that celebrated those that have built their business with Xero.

Xero now have a large enough user base, with over 1 million subscribers, to be able to provide meaningful statistics on the health of business in Australia through the Xero Small Business Insights. By subscribing to this free service supported by KPMG Enterprise we can be better informed about small business health that puts business performance in perspective.

Kind regards
John Birse FICB
Director ICB (Australia)

  • 21st February, 2018