The Ultimate Resume Boost

Technology is driving change

What is driving change in the industry?

Technology

The role of accountants

Easier for SMB’s leavetheir Accountant

Outsourcing

Value / Fixed Price Billing

Data locked in the desktop

Cloud provides anywhere, anytime access

Now the servers can do the work

Morning Alison, overnight we received $12,000 from last months projects & I've paid the team. Everyone is happy.

I've left messages for Jim Jones who owes us $6500. I've put a time in your diary to call him.

It’s Mike's 3 year anniversary Friday.

Now the servers can do the work

Cloud collaboration

they want to pay you for it, they need your

expertise!

Your clients are asking for your time, beyond

the accounting

The journey to a connected advisor is just beginning

Connected advisor

Customers

Suppliers

Xero / Add-ons

Processes

Banks

Government

Insurance/HR/Legal

Why Xero

subscribers

Milton Keynes

Melbourne

DenverNew York

AucklandCanberra

Wellington

17 offices in 12 cities around the world

Los AngelesSan Francisco

London

Sydney

Brisbane

Perth

Accounting innovationRelational reporting Tracking rather than repeating groups in CoA

Single ledger Small business and advisors working on same data

Files Source documents alongside accounting entries

Multi-perspective general ledger Cash and accrual in same journal

Currency in the core Real time gains and losses on the fly

Bank reconciliation Data entry keeps business up to date every day

Report codes Cross practice reporting

Completed horizontal platform Huge growth in all markets

Building scale in the platform

People. 403 into team FY15

Built capability Product releases Customers

1,200+ 540,000

$88.3BInvoices sent

63.4M

$310BTransactions

processed in Xero

Improving small business at scaleDays to get paid – 2 year change

41 26

Measured from 1 April 2013

Business insight platform

Government

Global, national, local commentary,

inform government policy

Xero Customers Big Business

Industry specific models,next generation banking,

strategic data relationships

Business performance, industry benchmarks, targeted

insights, credit scoring

Big Data for small business

Big Data for small business

Anonymous macro data for the first time uncovering the shape of small business

Unlock insights to Business Owners

Industry benchmarking • Geocode • Industry Code • Report Codes

Anonymous macro data for the first time uncovering the shape of small business

Unlock insights to Business Owners

Industry benchmarking • Geocode • Industry Code • Report Codes

400+Xero is an open platform and when it says it integrates with something it actually does”

“

Ean Murphy, Bookkeeper, NYC

Career booster

Getting started

Make connections Entrepreneurship department

Professors

AICPA

Research Small Business Association

Local CPA or Bookkeeping firm

Technology Vendors

Getting clients & Getting it right

Start with Friends and Family

•Deliver amazing customer service •Don’t charge to start •Run parallel •Stick to bookkeeping •Create an offering, website & eMail

Going solo without being alone

Professional organizations

Old fashion networking

Social media groups

Interviews are a two way street

Where do you want to work?

•Interest groups and charities •Cloud technologies •Work/life balance •Accessibility to mentors •Work space and office atmosphere •Break time activities

Next steps

• A business is a labor of love • Why do you do what you do? • How do you define success?

Combining passion and business: Start with Why

Specialize

Selecting the right platform to deliver your services

Select a target market focus

Process Evaluation

Setup & Configuration

Plan Execution

Marketing Plan

Devote time to the process

Find the right solutions

Test and Refine

Practice Champion

Communication

Take the early adopters

Perfect the process

Rinse and Repeat

What makes you unique?

Who is your ideal client?

Create and live by your vision.

Am I inspired by my clients?

Are we more efficient?

Have you added value to our client engagements?

Big enough to matter

Small enough to lead

Good fit with your skills and interests

Choose the niche

Steps to create your platform

Your platform using the eco-system

Payment services

Invoicing

Point of sale

Website

Inventory

Social media

Health & WellnessHigh Tech Nonprofit

Xer

o S

peci

aliz

atio

n

SMB Breakdown Based on Size

SMB Breakdown Based on Size

SMB Breakdown Based on SizeHigh TechLegal

• Similar workflows • Require real time access

to trust accounts

Web design Retail

• Want user friendlyinterface

• Work provided on projectbasis or standard fee

• Multi-channel sales

• Owner often works on“back office” after hours

• Comfortable with cloudtechnology

• Understand the value ofcollaboration

• Teachers/trainers oftencontracted on an hourlybasis

• Reoccuring monthly billing

• Require flexible reporting

• COA standardization

Knowledge is power

Financial Statement Analysis

The connected advisor’s offerings

Virtual CFO

Process Improvement

Forecasting & Budgeting

Bookkeeping

Cashflow management

Strategic planning

The value of visibility for virtual CFOs

Financials Non-Financials KPIs

Start small

Services in real time

Create a ‘win-win’ revenue model with the client

Next steps to a connected practice

Becoming Certified

Begin with your existing clients• Start with a few • Choose a single platform • Document the process

Promote your services• Host your own events • Send Newsletters, Press Releases & Blogs

It’s when you’re uncomfortable that you learn & grow the most.

Barbara Corcoran

“

Xero UThe education journey

Train me on XeroTell me about Xero Grow my practice

Xero U Page

Xero UThe education journey

Train me on XeroTell me about Xero Grow my practice

Get to know Xero

Xero U Page

Xero UThe education journey

Train me on XeroTell me about Xero Grow my practice

See Xero in Action

Get to know Xero

Xero U Page

Xero UThe education journey

Train me on XeroTell me about Xero Grow my practice

The Fundamentals of Xero

See Xero in Action

Get to know Xero

Xero U Page

Xero UThe education journey

Train me on XeroTell me about Xero Grow my practice

Get CertifiedThe Fundamentals of Xero

See Xero in Action

Get to know Xero

Xero U Page

Xero UThe education journey

Train me on XeroTell me about Xero Grow my practice

Integrated Practice ManagementGet CertifiedThe Fundamentals

of XeroSee Xero in

ActionGet to know

Xero

Xero U Page

Xero U

Working with Add-on

The education journey

Train me on XeroTell me about Xero Grow my practice

Integrated Practice ManagementGet CertifiedThe Fundamentals

of XeroSee Xero in

ActionGet to know

Xero

Xero U Page

On Demand

Xero U Page Xero TV Page

Role based training

Video Series

Certification

Self Paced

Live Online

Self paced and live online training

Extensive course notes w/ 29 Practice Exercises

Recommended preparation time approx. 5-6 hrs

Help Center & Community

Help Center Page

Community

Partner Help Topics

Feature Requests

On Demand Implementation

Xero Step by Step Practice Manager

Implementing Xero

Workpapers

Promos

Promo Code: ResumeBoost •Live online Certification

•Partner Edition

Thank you

Appendix

Sign up to be a partner1.Register for a username

• https://www.xero.com/us/signup/ • Follow the steps to confirm the email address. This will set you up on a Free Trial

of Xero. • In the "organization name" field enter "ResumeBoost" (this can be changed after

the initial set up) • If a promo code is requested at at time please use "ResumeBoost"

2.Complete this form and note "ResumeBoost" as the Practice name and use the same email address as step 1 (this can be changed after the initial set up)

3.Within 48 business hours of completely both steps above Student will receive an email confirmation that Partner Edition has been activated on their Partner Account.

Self Paced Training & CertificationThe steps for access the training from your partner edition are as follows:

First time accessing the course

Log in your Xero practice

Education & Tools → My Training → Choose a course at Xero U→Select your role on Xero U→Scroll for Xero Certification→Select Self Paced Learning→Login

Once you click Login the course will launch automatically

To get back to your course

Log in your Xero practice→ Education & Tools → My Training →Go to my self paced learning → Xero Partner Certification Course

To take the certification exam Log in your Xero practice→ Education & Tools → My Training →Go to my self paced learning → Xero Partner Certification Test

Resources

Single platform. Multiple editions. Controlled billing.

Business Editions for your clients:

5

Business Pricing Page

$3 /month $12 / month

CashbookLedger

Single platform. Multiple editions. Controlled billing.

Partner Editions

Free *for silver partners and above

Partner Tools

Partner Products Page

Partner Levels

5-24

100-499 20% Margin

25-99 15% Margin

500+ 30% Margin

Partner Program Page

Partner Benefits

Partner Benefit Page

Partner Toolkit coming soon

Advisor Site

Advisor Site

Partner & SMB Guides

Accountant & Bookkeeper Guides Small Business Guides

Partner Benefits

Partner Benefit Page