Navigated to 215 | Is it time to migrate your clients to Xero?

215 | Is it time to migrate your clients to Xero?

September 9
26 mins

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Episode Description

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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:

—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:

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