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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/79afz10exu7d (affiliate link)
• Why we’re a Xero Firm Episode 19: https://www.buzzsprout.com/1774460/9399655
• Jetconvert - https://jetconvert.com/usa-pricing/

—For experienced bookkeepers & accountants—

Learn how to start your bookkeeping business in The Bookkeeping Business Accelerator® >>

Grab my FREE Start your Bookkeeping Biz Checklist >>

Grab my FREE New Client Onboarding Templates >>

—For new bookkeepers—

Learn the fundamental accounting skills with Xero in Katie Ferro's Become a Bookkeeper >>

—For online course creators—

Become a client at my firm, Of Course Financial >>

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

• Visit our website: ambitiousbookkeeper.com
• Follow the Blog: ambitiousbookkeeper.com/blog
• Connect on Instagram: instagram.com/ambitiousbookkeeper
• Connect on Threads: threads.net/@ambitiousbookkeeper
• Connect on Facebook: Facebook.com/serenashoupcpa

Podcast Publishing Tools we use:

• Podcast Editing: Sabr Media LLC
• Descript (affiliate link)
• Buzzsprout (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.

Join The Bookkeeping Business Accelerator-VIP before March 17th >> https://www.ambitiousbookkeeper.com/vip

Join the Meet The Coaches + BBA Info Session | March 12 @ 4PM Pacific >> https://evt.to/d1qq02b8xjl4