MasterMind

Questions to ask when investigating a CRM solution

If you’re looking for a Customer Resource Management (CRM) Solution I suggest you consider the following questions. Are you selling B2B or B2C? What industry do you operate in? How big is your sales team? How many people will need to access the CRM? Do you need a Sales Leads Manager? Do you need to [...]

2017-11-17T11:01:56+00:00 November 17th, 2017|0 Comments

Xero + GSuite Marketplace Apps

I use GSuite (Formerly Google Apps) in my business. Part of the GSuite offering is a Marketplace of apps. The image indicates the Apps I identified as working with Xero and that I've added to my Admin Console - Automate.io, Expensify, PandaDoc, and Zapier. Adding them only took a few seconds. If you are working [...]

2017-11-17T07:57:20+00:00 November 17th, 2017|0 Comments

The benefits of niching and working with a partner programme

I’ve been closely involved with the cloud accountants, bookkeepers and advisors community for the last decade. For many practices, the adoption of technology and automation of compliance has resulted in a significant increase in their client base. To adapt to these developments practices are tinkering with their pricing model, offering advisory services, and focusing on [...]

2017-11-21T08:04:23+00:00 November 7th, 2017|0 Comments

Online appointment scheduling solution

Imagine opening up your computer in the morning and a Day Sheet arrives in your inbox with an assortment of client scheduled meetings for the day. You’ve not wasted any non-billing time coordinating the client meetings or entering client information. Your clients have booked a time that suits them, within the parameters set up in [...]

2017-03-01T14:27:24+00:00 February 13th, 2017|2 Comments

What Xero integrated payment services allow you to on-charge the fees to the client?

A client asked me “What Xero integrated payment services allow you to on-charge the fees to the client?” I looked at eight different solutions, and two had this feature: IntegraPay and eWay. IntegraPay Can your solution accept payment by credit card? Yes Can additional credit card or payment fee charges be automatically added to the [...]

2017-03-01T14:27:25+00:00 February 10th, 2017|2 Comments

Own Tomorrow. What I saw at 2017 MYOB Incite

Incite (definition) to move to action: stir up : spur on : urge on. Merriam Webster Martin McLean of Team Race Bookkkeeping On the first Friday in February I attended the MYOB Incite conference in Brisbane. I registered in early January for the event and then a couple of weeks later a confirmation email [...]

2017-11-10T03:43:04+00:00 February 8th, 2017|0 Comments

The Super VCFO advisory tool-set featuring Spotlight Reporting

Spotlight Reporting puts the power of business intelligence at your fingertips. The session will cover: The key benefits of our Super VCFO advisory tool-set; A short tour of the three main tools in 'action' with a focus on highlighting key differences; How to best apply Reporting, Dashboard and Forecasting tools across your client base; Overview of the Super VCFO package; How Spotlight integrates with Xero; A walk through demonstration of the integration with Xero Q and A For more information: www.spotlightreporting.com The perfect advisory whitepaper download:  http://info.spotlightreporting.com/the-perfect-advisory-relationship-white-paper Register for the Spotlight Transform summit here:  http://hubs.ly/H05gjzt0. Bio of presenter: Jason Forbes is the Director of Sales, Australia at Spotlight Reporting.  He has 20 years’ experience working in the accounting software arena having worked for industry leaders Solution6, Sage, MYOB, Xero and Spotlight Reporting. Foundational skills were established while working in support, training, implementation roles with the past 14 years having seen a very successful career in sales. Specialising in working with Accounting practices in both direct sales and building a sales channel. A proven performer having achieved the prestigious title of Xero's No 1 global salesperson for the 2012/13 financial year as well as salesperson of the year at MYOB (2003 & 2004). Passionate about online or cloud based applications having become a respected influencer and thought-leader in heralding in this new and exciting era. Jason thrives on public speaking and in particular presenting to both small and large audiences as well as working with accounting practices to help improve their own processes as well improving the efficiencies of their business clients. Who would benefit from attending?   VCFO, Management Accountants, Accountants, Bookkeepers, Developers, Cloud enthusiasts, data experts Sponsors Please support the sponsors of this event: River City Labs http://www.rivercitylabs.net/ MinuteDock https://minutedock.com/ Datamolino https://www.datamolino.com ACCA http://www.accaglobal.com/an/en.html  The Xero MasterMind Group is organised by Heather Smith

2017-10-28T13:49:51+00:00 January 19th, 2017|0 Comments

Xerocon 2016 and it’s impact on my business journey

On Thursday 6th October there’s a panel discussion on the Lessons Learnt at Xerocon featuring Tracey Newman, Cassandra Scott and Justin Campbell. It will be held at Brisbane’s River City Labs RSVP here: MasterMind MeetUp Whether by design, by the sheer size, by the learning, by the networks or the connections and the community Xerocon [...]

2017-10-28T13:49:46+00:00 October 5th, 2016|0 Comments

Presentation topics

I curate and deliver key information to you in digestible format. Insights gained from my client work, are woven into my writing and presentations, so they are brimming with lots of realistic, practical advice. Consider booking me to speak at your next business function, and let the stories come to life. I take great pride [...]

2017-03-01T14:27:33+00:00 October 2nd, 2016|0 Comments

Lessons learnt from Xerocon 2016

Panel of speakers: To be announced. I’m seeking three Xerocon 2016 attendees from different focus groups (accountant, bookkeeper, integrator, developer, business owner) to talk to the topics below. Please contact me if that is you! Our panel will chat about:  •  Lessons learnt from Xerocon 2016  •  Highlights of Xerocon •  QandA from the audienced  Who would benefit from attending:  •  Xero Heroes • 

2017-03-01T14:27:38+00:00 September 16th, 2016|0 Comments