Description

I've been getting this question for years, and since I'm now on YouTube and Xero keeps rolling out new features, it was time to give this topic a serious refresh. In this episode, I'm breaking down all the reasons why I am a hundred percent Xero firm and why I genuinely love this software. This is not sponsored (but yes, please use my affiliate link!). I'm just a bookkeeper who has seen what a mess the alternative can create, and I want you to understand what you could have instead.

In this episode you’ll hear:

• Why Xero's security and data integrity controls make it the smarter choice over QBO
• How Xero's reporting structure saves us massive time across our entire client roster
• The efficiency tools and automations that let us simplify pricing and serve high-volume clients without penalty
• The invoicing features and included extras that QBO actually charges you for (yes, really)

Resources mentioned in this episode:

• Xero Partner Program (Affiliate Link): https://xeroamericas.partnerlinks.io/79afz10exu7d
• Relay Banking (Affiliate Link): https://relayfi.com?referralcode=ShoupCPA
• GoCardless (Affiliate Link): https://manage.gocardless.com/refer/us/serena/ygvg9o-amz

Videos linked in this episode:

• Xero | Modifying Chart of Accounts: https://youtu.be/NHZLjYx2FQw
• Xero | Reconcile Bank Accounts Pt 1: Match, Create, Transfer: https://youtu.be/D9CYOuAydac
• Xero | Reconcile Bank Accounts Pt2: Reconcile Period: https://youtu.be/5fnwMC_QUo0
• Hubdoc | Audit-Proof Your Business: https://youtu.be/vzSrPZOSJ3o

Thanks for listening. If this episode inspired you in some way, take a screenshot of you listening on your device and post it to your Instagram stories and tag me @ambitiousbookkeeper

For more information about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring visit our resources below:

• Visit our website: https://www.ambitiousbookkeeper.com
• Follow me on YouTube: https://www.youtube.com/@ambitiousbookkeeper
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• Connect on Facebook: https://www.facebook.com/serenashoupcpa

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Podcast Publishing Tools we use:

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