Creating a practice with purpose

▤ Summary

This change is not only about leveraging technology to drive efficiencies and improve your operations, but represents an opportunity for you to reevaluate the way you connect and add value to clients. Kerry: You and I have had the opportunity to talk to a number of large and small firms across Canada and help them develop cloud implementation plans for moving their practice online. This usually comes in the form of providing real-time financial information so they know exactly where they stand with their cash flow, along with value-added services to help them make the right insights to run their business. It’s very utopian to want all firms using cloud tools to automate low-value, repetitive work, allowing them to redistribute that time to more value-based services that better serve the client. Allison: Join the Xero Canada team on October 6 and 7 at our online roadshow to hear more on this topic, and how you can start to plan your own ‘Practice of purpose’.

▦ Linked Companies

Xero

$1B+