The Grid’s Post

Andy, Jayne and Martin are gearing up for the next exciting session at #Xerocon: "Get the Most Out of Xero!" We're eager to see what insights and innovations Xero will share, and we're especially excited about the potential 'goodies' this could mean for our clients. Stay tuned for updates! #Xero #Xerocon #AccountingInnovation #ClientSuccess #FutureOfAccounting

⚙️Is your staff spinning the right wheel? When you migrate from another software, it's not just about copying over the data, it’s about understanding how the system works and ensuring your team is fully equipped to use it properly. If they’re not using Xero the right way, you might as well be stuck in neutral. Using the right integrations and having proper bespoke training ensures your staff are spinning the right wheel, making the system work for them, and helping you avoid those frustrating, costly mistakes. The right knowledge can turn your Xero setup from a tool to a powerful asset, giving you clearer financial insights and making your business run more smoothly. Without proper training, all the features Xero offers could end up being just shiny tools gathering dust. 😢 So, don’t let your team fumble through it. Get the right training, and make sure everyone’s on the same page. PS: Did you know you can reduce your bookkeeping time by 50% if you use the right tools? 💡 #xero #efficiency #cloudaccounting #datamigration

At the heart of what we do is a commitment to making your financial management as smooth and stress-free as possible. That’s why we stand by Xero. Despite the recent price increase, it's not just reliable and user-friendly—it genuinely simplifies the complexities of finance, allowing you to focus more on what you love about your business. Quick Insight: If you’re new to Xero or considering a switch, take some time to explore its powerful automation features. Simple setups like automatic billing can significantly reduce your daily workload, freeing up precious time and energy. Remember, you don’t have to navigate this journey alone. Whether you need help with initial setup or want to maximise what Xero offers, we’re here for you. #xero #efficiency #businessgrowth

Here's a link to the recent webinar recording for anyone who was unable to attend.

Kickstart the new financial year with an incredible opportunity! We're celebrating businesses driving change by giving away 20 Xero subscriptions, valued up to $1470 each! 🤑 Take this opportunity to streamline your financial processes and amplify your impact. Act quickly, register today! ➡️ https://buff.ly/3XMAvXE *Terms and Conditions apply. #Xero #businessforgood #impactboost #financemanagement

Missed out on our recent webinar? No worries! For all of our fantastic Australian Partners who couldn't make it, here's the recording you've been waiting for! Proudly brought to you by Xero in conjunction with Jet Convert, this webinar dives deep into successfully converting your accounting data into Xero. Don't let the difficulties of transition hold you back — discover the smooth path to accounting efficiency for your clients in Xero. Webinar Highlights: Learn why you would consider using an automated service over doing a basic set-up manually. Get insight into the data that you will receive in Xero. An outline of the key steps involved. Dive into the recording now and unlock the secrets to a hassle-free migration! P.S. Australian Partners, you have until 21 June to get a free year of transactional data with every Accelerate and Custom conversion. Simply upload and select your conversion package prior to close of business 21 June AEST. Conditions apply. Watch the webinar here. https://cutt.ly/yeiA3fOK #AccountingSolutions #Xero #JetConvert #Australia #Conversion #XeroWebinar #JetConvertWebinar

⚙️Is your staff spinning the right wheel? When you migrate from another software, it's not just about copying over the data, it’s about understanding how the system works and ensuring your team is fully equipped to use it properly. If they’re not using Xero the right way, you might as well be stuck in neutral. Using the right integrations and having proper bespoke training ensures your staff are spinning the right wheel, making the system work for them, and helping you avoid those frustrating, costly mistakes. The right knowledge can turn your Xero setup from a tool to a powerful asset, giving you clearer financial insights and making your business run more smoothly. Without proper training, all the features Xero offers could end up being just shiny tools gathering dust. 😢 So, don’t let your team fumble through it. Get the right training, and make sure everyone’s on the same page. PS: Did you know you can reduce your bookkeeping time by 50% if you use the right tools? 💡 #xero #efficiency #cloudaccounting #datamigration

Data Capture Tools - what the heck are these?   Simply put, they take data from a bill, invoice or receipt and add it into Xero for you, leaving you with very little to do except check the figures.   You can even set up rules in them so it will process and send it to Xero and even reconcile the transaction!   Some you pay for, but there is one that’s usually included free in your Xero subscription.   Want to know more? We can give you a tour around HubDoc and help you get set up.   So, call us at 0113 434 4041, and let’s get you booked in. Then you can sit back with a coffee in the time saved. #XeroTip #XeroTraining #BeMoreEfficient

Data Capture Tools - what the heck are these?   Simply put, they take data from a bill, invoice or receipt and add it into Xero for you, leaving you with very little to do except check the figures.   You can even set up rules in them so it will process and send it to Xero and even reconcile the transaction!   Some you pay for, but there is one that’s usually included free in your Xero subscription.   Want to know more? We can give you a tour around HubDoc and help you get set up.   So, call us at 0113 434 4041, and let’s get you booked in. Then you can sit back with a coffee in the time saved. #XeroTip #XeroTraining #BeMoreEfficient

I wanted to share some highlights from our recent webinar with Jonathan Gaunt, founder of FD Works. It was packed with actionable insights on how he’s using G-Accon to scale his firm and deliver incredible value to his clients. Here are a few standout moments that I think every accountant and finance professional will appreciate: 1️⃣ Automating Repetitive Tasks Jonathan shared how his team transformed a manual process - processing hundreds of paper checks for schools into an automated workflow using G-Accon. "You can see people in the corner curling up because it’s so boring—then you automate it, and suddenly it’s all done in hours." 2️⃣ Live Dashboards = Less Client Questions By creating live, consolidated dashboards in Google Sheets, FD Works reduced client queries before board meetings. Clients now have real-time access to the data they need, giving Jonathan’s team more time to focus on strategy. "It’s not just about reporting; it’s about creating a process that runs at 2 a.m., so the client has everything waiting for them in the morning." 3️⃣ Standardizing for Scalability Across Multiple Entities FD Works uses tools like G-Accon and Xero to create standardized processes across multiple entities, making it easier to scale operations for clients with complex structures. 4️⃣ Empowering Clients with Custom Tools Jonathan talked about building simple forecasting models for clients, combining real-time financial data with non-financial metrics. These tools help clients visualize the full picture of their business - and keep them coming back. "I want our clients to think of us as their finance team. Sharing information openly builds trust and collaboration." 5️⃣ Creating Sticky Client Relationships By automating workflows and building proprietary tools, FD Works strengthens client relationships and increases retention. Jonathan put it perfectly: “The tools we create make us stickier as accountants.” Oh, and here’s a fun fact: Jonathan also credited G-Accon as a key enabler when he created Xavier Analytics, a game-changing tool for accountants that he later sold to Dext! As a business owner, I can relate to how important it is to have the right tech stack. G-Accon is built to help you save time, deliver value, and scale your firm - whether you’re managing 10 clients or 100. Catch the recording here: