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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.

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