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Xero

Blogs

  • How to avoid accidental financial risk
  • Managing resilience and change in your business
  • How to uncover leaks in your profit margin
  • When to hire a full-time finance person and what to look for
  • How better financial reporting helps you grow faster
  • Understanding Debt Funding
  • Passing on your business know-how when selling
  • How to track job and project profitability more effectively
  • How to track job and project profitability more effectively
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Call Scripts

  • Invite to a Xero event – call Script
  • Introducing Xero – call script
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Checklists

  • Start-up checklist
  • Growth Checklist
  • Creating cash reserves checklist
  • Business productivity checklist
  • Start-up checklist
  • Brand Habits Checklist
  • Website Checklist
  • Switch clients to Xero checklist
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Drip Marketing

  • 7 steps to an effective business plan – Follow up email sequence
  • Lead Magnet – 7 steps to an effective business plan
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Email Templates

  • Outbound Marketing – Email Template
  • Follow up to client meeting introducing Xero – Email Template
  • Missed our Xero event – Email Template
  • Reminder for upcoming Xero event – Email Template
  • Ask for a case study – Email Template
  • Ask for a case study – Email Template
  • Business plans for next year – Email Template
  • Happy Thanksgiving – Email Template
  • Our Holiday Hours – Email Template
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Guides

  • How to Prepare for the CIS VAT Domestic Reverse Charge
  • How much money do you need when starting a business?
  • Undertaking your own market research
  • Undertaking your own market research
  • Undertaking your own market research
  • How to start a business on a limited budget
  • The difference between cash flow and profit UK
  • Understanding intellectual property
  • Understanding intellectual property
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Planning Resources

  • Marketing ScoreCard
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Templates

  • Business Plan Template
  • Business Plan Template
  • Profit & loss statement template
  • Labour charge out rate calculator
  • Cash flow forecast
  • Profit increase calculator
  • Break even calculator
  • Trading, profit and loss forecast
  • Break even calculator
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Calculators & tools

  • Loan Calculator
  • Loan Calculator
  • Budget Calculator
  • Budget Calculator
  • GST Calculator
  • GST Calculator
  • VAT Calculator
  • VAT Calculator
  • Business Plan Health Check
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Courses

  • 7 steps to an effective business plan
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Events, Webinars and Meetings

  • 1-to-1 Meeting Presentation Slidedeck – Build a better business with Xero
  • 1-to-1 Meeting Presentation Slidedeck – Build a better business with Xero
  • 1-to-1 Meeting Presentation Slidedeck – Build a better business with Xero
  • 1-to-1 Meeting Presentation Slidedeck – Build a better business with Xero
  • 1-to-1 Meeting Presentation Slidedeck – Build a better business with Xero
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How To

  • Using a niche to market more effectively
  • Using a niche to market more effectively
  • Build a database of marketing leads
  • Attract visitors to accounting websites
  • Find ideal clients with outbound marketing
  • Successfully outsourcing your marketing
  • Turn website visitors into leads
  • Create expert content to grow your audience
  • When to post on social media
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Social Posts

  • Do you have a business plan for the year?
  • “Present your business in a manner that generates expertise and confidence”
  • “If you’re going to start a business, you really need to love it”
  • What do financial advisors do?
  • Why should you use a mortgage broker?
  • When to see a financial advisor
  • Signs it’s time to see a financial advisor
  • Generate more cash from your inventory
  • How to reduce the chance of bad debts
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