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Is it time to migrate your clients to Xero?

Автор: The Ambitious Bookkeeper® by Serena Shoup, CPA

Загружено: 2025-09-09

Просмотров: 472

Описание:

Is it time to move your clients to Xero? Let’s talk about some considerations, before you embark on this path

In this episode you’ll hear:
how to know if it’s time to leave QBO
steps to take to migrate your clients
resources and benefits of being a Xero Partner

Resources mentioned in this episode:
Sign up for the Xero Partner Program: https://xeroamericas.partnerlinks.io/... (affiliate link)
Why we’re a Xero Firm Episode 19:
https://www.buzzsprout.com/1774460/93...
Jetconvert - https://jetconvert.com/usa-pricing/

—_For experienced bookkeepers & accountants_—
Learn how to start your bookkeeping business in The Bookkeeping Business Accelerator®: https://www.ambitiousbookkeeper.com/bba

Grab my FREE Start your Bookkeeping Biz Checklist: https://www.ambitiousbookkeeper.com/c...

Grab my FREE New Client Onboarding Templates: https://www.ambitiousbookkeeper.com/o...

—_For new bookkeepers_—
Learn the fundamental accounting skills with Xero in Katie Ferro's Become a Bookkeeper: https://www.katieferro.com/a/38894/2P...

—_For online course creators_—

Become a client at my firm, Of Course Financial: https://www.ofcoursebookkeeping.com/c...

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 the Blog: https://www.ambitiousbookkeeper.com/blog
Connect on Instagram:   / ambitiousbookkeeper  
Connect on Threads: https://www.threads.net/@ambitiousboo...
Connect on Linkedin:   / serenashoup  
Connect on Facebook:   / serenashoupcpa  

Podcast Publishing Tools we use:
Podcast Editing Sabr Media LLC: https://www.iangilliam.com/sabr-media...
Descript: https://get.descript.com/u7lubkx09073 (affiliate link)
Buzzsprout: https://www.buzzsprout.com/?referrer_... (affiliate link)

AFFILIATE DISCLAIMER
We participate in affiliate marketing programs, which means we may earn a commission from purchases made through the links on our blog. However, our recommendations are based on our own research and expertise, and your trust is our priority.

Is it time to migrate your clients to Xero?

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