Tag: xero

AHBA Xero Platinum Partners against AH office sign

Allan Hall attains Xero Platinum status

Posted on | by Allan Hall

Allan Hall Business Advisors is delighted to be formally recognised as Xero Platinum Partners

What does going Platinum mean for our clients?

Our primary goal is to build a successful accounting and business advisory firm that provides a high-quality, tailored service to business owners and individuals on Sydney’s Northern Beaches.

We didn’t set out with the goal of becoming a Platinum Partner but, looking back, becoming Platinum with Xero is something we’re really proud of. It’s recognition of our hard work and all that our team has done to help our clients and subsequently grow their businesses.

It’s also a great stepping-stone as we continue to work in collaboration with our Alliott Global Alliance colleagues worldwide to extend our capabilities beyond Sydney.

Being a Platinum Partner means a lot to our team.

Going Platinum boosts our capabilities in really unique ways. We’ve worked hard to achieve this goal, and the status shows our efforts have paid off.

As accountants, becoming a Xero Platinum Partner offers several benefits to our clients. Xero is a popular cloud-based accounting software platform, and achieving Platinum Partner status indicates a high level of expertise using the platform as part of our tech stack. Here are some of the benefits:

  • Expertise and Training: Platinum Partners have a deep understanding of Xero’s features and capabilities. We have undergone extensive training and certification, which means we can provide expert guidance and support to our clients.
  • Efficiency Improvements: Accountants who are Xero Platinum Partners are naturally more efficient in using and optimising the platform. This translates into skills we can pass on to our clients.
  • Enhanced Reporting: Platinum Partners can often provide more advanced reporting and analysis capabilities within Xero, helping our business clients gain better insights into their financial data.
  • Customised Solutions: Platinum Partners are better equipped to tailor Xero to the specific needs of our clients. We can create customised solutions and workflows that align with the unique requirements of different businesses.

At Allan Hall, we’re experts in Xero cloud accounting software that’s easy to love. Find out more about using Xero in your business here or drop us a line to get started.

CONTACT ALLAN HALL BUSINESS ADVISORS

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Xero research reveals business mistakes

Posted on | by Allan Hall

From working for free to hiring the wrong staff

Xero research reveals 83 per cent of business owners admit to costly mistakes

Xero, the small business accounting and bookkeeping platform, has released research revealing some of the most common learnings shared by Australian small business owners. The findings highlight that hiring the wrong or inexperienced staff and working for free or at low cost are considered the most costly business mistakes, impacting more than one in five (22%) small business owners.

The ‘Do Better Business’ research, which surveyed more than 1,000 Australian small business owners and leaders, not only sheds light on the challenges faced, but offers invaluable insights for businesses embarking on a new financial year, and provides helpful learnings for aspiring entrepreneurs.

“We know running a small business can be incredibly rewarding, enabling people to pursue their passions or achieve greater flexibility. But, as our research has highlighted, it also comes with its unique set of challenges, which have only been exacerbated by a turbulent economic climate,” said Will Buckley, Xero Australia Country Manager.

“As the new financial year commences, it’s a timely opportunity for business owners to reflect on the year that was and embrace key learnings that will pave the way for future success.”

Taking risks and learning from setbacks

Owning a small business is a constant learning process, with the majority (83%) of those surveyed admitting to making costly mistakes over the course of running their business. In addition to hiring challenges and working for free, working with the wrong partners, suppliers and investors (18%) and working with family and friends (12%) were other blunders. Additionally, nearly one-fifth (19%) reported spending every dollar of their personal savings in the early years of running their business.

Among the biggest learnings was a need to implement strong financial management practices, with nearly three-quarters (73%) of those surveyed rating this as the top three priorities they believed small businesses starting up should focus on. This was followed by building a strong network of industry contacts (63%), working with an accountant or bookkeeper (46%), and asking for help when struggling (46%).

Greater flexibility driving business ownership

There are many reasons driving Australians to business ownership, but the survey revealed a desire to be their own boss as the number one reason for 64 per cent. This was followed by seeking greater flexibility (61%) and wanting to pursue a passion or dream (41%). Nearly three-quarters (71%) of small business owners, however, admit to delaying starting their own business, with financial concerns being the number one reason holding them back (35%), followed by a fear of failure (21%). Despite this, 65 per cent of business owners surveyed by Xero say there’s never a perfect time to start a business, but they wish they’d done it sooner.

Small business ownership is also not without its sacrifices, with one in five (20%) small business owners from the survey reporting they missed a significant life moment like the birth of their child, a wedding or a birthday in the early years of running their business. The majority of those surveyed (86%) also wish they could prioritise their personal boundaries more while running their business, especially around their physical and mental health (43%) and spending time with their family, friends or partner (40%).

“Fostering an environment where Australians feel confident to pursue business ownership and are supported throughout their entrepreneurial journey is essential to ensuring a prosperous small business community and a resilient economy. We hope that by understanding some of the challenges facing small businesses, together with industry and governments, we can provide the right tools and technology to ensure businesses have the best possible chance to thrive this financial year and into the future,” said Buckley.

The generational divide and young small business owners holding back

The survey revealed it’s tougher for younger people to get into business ownership, with Gen Z reporting they were more likely to face negativity and discouragement from friends, family and associates about starting their own business venture (77%) compared to Baby Boomers (60%).

The fear of failure was also more common amongst young business owners and entrepreneurs with 29 per cent of Millennials saying they delayed starting their business because they didn’t want to fail, compared to just 12 per cent of Baby Boomers. Despite this, the flexibility of being a business owner was a central reason for 68 per cent of Gen X business owners, with 60 per cent saying they are now achieving this goal.

Considering Xero for your business? Alliott NZ’s Xero Certified Advisors in Auckland are here to answer any questions or to help your business upgrade to or optimise using Xero.

About Xero’s research: The research was conducted by YouGov of 1,022 owners and key decision-makers of businesses with fewer than 50 employees in Australia. Fieldwork was undertaken between 22-30 June 2023.

At Allan Hall, we have extensive experience using a wide variety of accounting software packages and can provide advice on which software is right for you.

CONTACT ALLAN HALL BUSINESS ADVISORS

Moving to new Xero Reports

Moving to new Xero Reports

Posted on | by Allan Hall

Xero is retiring older versions of their reports on 31 July 2023

In coming weeks, Xero will be transitioning some favourite ‘starred’ reports from the old version to the new version.

When users click on these reports in their favourites list, they will be automatically redirected to the new version of that report. This change is being made because Xero is retiring older versions of their reports on 31 July 2023 and they want to ensure that Xero users are prepared.

The new versions offer more flexibility and customisation, quicker access to insights and deeper analysis of business performance. Xero is aware that this change may take some time to get used to and is giving users plenty of time to make the switch.

Using new Xero Reports

Xero is urging users who haven’t yet switched to new reports to start moving their work across now. This way, there is time to adjust before older versions are retired:

  • Users can take a product tour of some of Xero’s most popular reports, such as the new Profit & Loss or Balance Sheet reports, and find a tips and tricks panel on the right-hand side showing links to support articles and how-to videos
  • Check out Xero’s reporting playlist on YouTube for help on tailoring reports in Xero
  • Start using Xero’s layout importer tool in the Profit & Loss, Balance Sheet and Budget Variance reports to bring saved layouts across to new versions
  • If needed, users can return to the older versions via the overflow menu in the Report Centre until 31 July 2023.

At Allan Hall, we have extensive experience using a wide variety of accounting software packages and can provide advice on which software is right for you.

CONTACT ALLAN HALL BOOKKEEPING

invoice

Why businesses should embrace eInvoicing

Posted on | by Allan Hall

eInvoicing is a new way to send and receive invoices electronically directly between accounting systems

How? It’s all done via a secure platform called the Peppol network.

Not only does eInvoicing help facilitate faster payment times, but it’s also more efficient, accurate and – importantly – safer. In fact, everyone from enterprises to software providers and government agencies are jumping on board. And it’s easy to understand why. 

In Australia, eInvoicing represents a $28 billion opportunity thanks to increased efficiencies. What’s more, its security features make it a no-brainer for businesses of all sizes, particularly in today’s climate where cyber safety is a top priority.

To help learn more, Xero talked with Xero advisors Caryn Hill and Gabrielle Crooke to discuss their experiences and the benefits they’ve seen for small businesses. 

What convinced you to look into eInvoicing? 

Caryn: What excited me most about eInvoicing is the security aspect. Invoices travel straight from one accounting software to another via the Peppol network, meaning an email or PDF can’t be lost or tampered with. Everyone who uses it also has to register for the network (as eInvoices can only travel between registered entities), which offers peace of mind in knowing all the information is verified. 

Gabrielle: I have a few clients with quite a high turnover of Bunnings invoices. After I learned that Bunnings is a Peppol-registered company, I talked to my clients about eInvoicing as a potential solution. It’s awesome to see companies like Bunnings leading the way. Especially as research shows that more small businesses would register for eInvoicing if big business suppliers (e.g. Telstra, Woolworths, Officeworks) sent invoices directly to their accounting systems.

Why should small businesses embrace eInvoicing? Tell us about the benefits. 

Gabrielle: Alongside the security features already mentioned, the greatest benefit I’ve seen for small businesses is how quickly invoices appear in their accounting software. It’s faster and more accurate than any other system I’ve seen before, which makes reconciliation and paying bills easier for clients. As a Xero advisor, this reduces manual processing errors like double-ups or wrong dollar amounts – I have complete confidence that all the data coming through is correct. 

Caryn: In all my years as a bookkeeper, I don’t think I’ve ever had a month where every single invoice is just there. But eInvoicing has changed this. Business owners no longer have to scroll through their phones to find a blurry photo from weeks (or even years) ago or try to decipher the numbers on a faded receipt. It’s so easy to verify, reconcile and approve everything at the end of the month because it’s guaranteed that the data has been exchanged. This minimises processing time for me, as an advisor, and my clients, meaning we can both focus our energy on more important tasks.

Walk us through the registration process in Xero. 

Caryn: It was amazing how quick the registration process was for my clients. Everything was just there. For those with a Bunnings Trade account, we didn’t even have to notify them – the invoices immediately started coming in, which was fantastic to see.

Gabrielle: I found the registration process in Xero to be self-explanatory. After I had authorisation from my clients to sign them up, I followed the prompts; it was as simple as that. 

Where can small businesses go to learn more about eInvoicing? 

Gabrielle: My tip for anyone interested in eInvoicing is to do your research. According to Xero’s data, one of the top barriers to adoption for small businesses is not knowing enough about it. This is why Xero has its Resource Hub with plenty of helpful information to get started. And Xero advisors can also guide you through the process.

Caryn: Advisors can be a great source of knowledge when it comes to eInvoicing – after all, many of us are big advocates as it makes our job easier. I’d also recommend talking to your small business peers. If we can get the word out there, we’ll see more registrations which means more people will benefit!

Gabrielle: Ultimately, eInvoicing reduces stress. We all have busy lives, and no one needs more to do. So be sure to register now and thank yourself later.

Considering eInvoicing for your business? Head to Xero Central for a step-by-step guide on how to register in Xero in just a few clicks. And remember, your Allan Hall Xero Certified Advisors are available to answer any additional questions.

CONTACT ALLAN HALL

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using xero on an iphone

5 tips for Xero users

Posted on | by Allan Hall

Five tips from this year’s Xero quarterly product updates

Did you know that Xero has an inbuilt calculator? Are you across Xero’s inbuilt timesaver features? Across useful ways to use contact groups?

1. Save time with the inbuilt calculator 

Did you know that Xero has an inbuilt calculator? It allows you to calculate amounts as you create transactions. When you are in a numeric field in Xero, you can enter a calculation and then press Enter or Tab, and Xero will calculate the result. For example, entering 7+2 and then Enter will display as the number 9 in the field. 

The calculator is available in the Quantity, Unit Price and Disc % fields in transactions, and the Debit and Credit fields in manual journals.

In new invoicing, discount percentages are calculated automatically, so the calculator isn’t needed.

2. Add planned payment dates from the Awaiting Payment tab in bills 

This tip helps you manage cash flow and plan when to pay bills. You can add a planned date to a purchase invoice in the Awaiting Payment tab to create a planned payment schedule. 

This is great for businesses with a daily payment limit on their bank accounts, because Xero totals the bills as you select them — so you can see if the total exceeds your daily limit. If you’re using short-term cash flow in Xero Analytics, this also makes it easy to keep your planned payment dates up to date, so your cash flow forecast is more accurate. 

3. Use keyboard shortcuts to navigate around Xero 

Here’s a great timesaver which you can use from most screens in Xero. If you enter the forward slash (/), you’ll open the global search. You can then type a letter to navigate straight to a page. 

For example, entering ‘/b’ will take you to bills,  ‘/c’ will take you straight to contacts and ‘/d’ will take you to the dashboard. 

4. Use repeating invoices for customers who pay a monthly fee

For businesses with regular sales to particular customers, repeating invoices can be a big timesaver. Let’s say one of your customers pays you a monthly fee. You can set up a repeating invoice template so Xero automatically creates a new invoice each month.

Set how often you want Xero to create the invoice, choose the date of the first invoice and then select when the invoice is due. If it’s the same amount each month, click ‘Approve for Sending’. Then each month, Xero will create the invoice, approve it, and email it to your customer.

5. Add suppliers to contact groups for the method of payment

This is a useful way to use contact groups. If you pay some suppliers by bank transfer and others by direct debit, add them to contact groups for the method of payment. 

This lets you search the bills ‘Awaiting Payment’ page by payment type and you can sort, group, or filter the Payable Bills reports to make managing your bills payable and generating bank transfer payments easier.

Got a question about making the most of accounting or bookkeeping in your business? Get in touch with our Xero specialists who will be able to assist you with all your cloud accounting queries.

CONTACT ALLAN HALL

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payroll

Time to transition to STP Phase 2

Posted on | by Allan Hall

All three stages of Xero’s STP Phase 2 rollout are now available

Over recent months, Xero has been keeping us updated on Xero’s Single Touch Payroll (STP) Phase 2 rollout.

This will see businesses build on their existing STP reporting to share more information with the ATO and other government agencies whenever you process a pay run.

Xero has now announced that all three stages of the rollout are available, meaning you can get your payroll data STP Phase 2 ready today. 

Not sure where to start? Xero has compiled all the information you need.

Xero’s STP Phase 2 reporting deferral is through to 31 March 2023, meaning Xero Payroll customers will have until the New Year to activate STP Phase 2. However, we strongly recommend getting your payroll data ready as soon as possible to stay ahead of this important compliance deadline.

How to complete each step of your transition to STP Phase 2 in Xero 

To start your transition now, head over to the STP Phase 2 Portal in Xero Payroll to progress through each of the following steps: 

Step one

The first part of this process is transitioning your existing employee profiles to be STP Phase 2 compliant. This means providing new details, like whether they’re an employee or contractor. Step one also includes providing additional information when onboarding new employees to Xero Payroll. More information can be found here.

Step two

You’ll need to identify and update certain pay items with the new earnings categories defined by the ATO for STP Phase 2 reporting. This is because gross amounts for each income type will now need to be reported as a separate itemised amount, like overtime or allowances. Head to Xero Central for more details, including a breakdown of the different earnings categories.

Step three

This is the final step in the STP Phase 2 transition which will break down paid leave into additional subcategories. Xero supports users with a guided experience in payroll so you can easily update existing paid leave types to meet the new ATO reporting requirements. You may also find that some of your leave pay items already have the correct reporting category assigned. Visit Xero Central to learn more about this stage.  

TIP: Remember to mark each step as complete in the STP Phase 2 Portal before moving forward. This ensures your payroll data is accurate and could help reduce filing errors later down the line.

Reporting all purpose allowances

With STP Phase 2, all purpose allowances must be disaggregated, meaning they’re reported separately to the employee’s hourly or ordinary earnings rate. 

In Xero Payroll, you can create a separate allowance pay item with the appropriate type for each allowance included in the all purpose amount. You will also be able to select an option for the allowance to be included in the calculation of overtime and paid leave rates.

This is intended to reduce the manual burden on payroll admins to calculate and adjust an employee’s overtime or paid leave within their payslip. This occurs when an employee’s award states that both the allowance is to be paid for all purposes — including when calculating leave and overtime. Head to Xero Central for more information on these changes.

There’s no time like the present – start transitioning your payroll data today 

Now that all three stages of Xero’s STP Phase 2 rollout are available, it’s time to transition your payroll data. As we come closer to the deadline, the sooner you can tick this off your to-do list, the more prepared you’ll be.

Remember, all employing Australian businesses must become STP Phase 2 compliant. So if you’re working with Allan Hall to make the transition, keep in mind that our accountants are also helping others to do the same. Stay patient as we work through the process, and in the meantime, check out Xero’s Resource Hub or Xero Central for more information.  

Further support

To help you navigate the transition to STP Phase 2, Xero has created a comprehensive guide. This has what you need to know (and do) to make the move, from step-by-step instructions to detailed explainers on leave, earnings and reporting categories. 

Looking for more information? Head to Xero Central or refer to the ATO’s employer reporting guidelines.

What’s more, Allan Hall’s Accountants are also here for support, so reach out if you need further guidance from our team of Xero Certified Advisors.

CONTACT ALLAN HALL

Xero STP Phase 2 leave transition

Xero STP Phase 2 rollout

Posted on | by Allan Hall

Everything to know (and do) for the final stage of Xero’s STP Phase 2 rollout

By now, most business owners are probably familiar with Xero’s approach to getting payroll data ready for Single Touch Payroll Phase 2.

This will see businesses build on their existing STP reporting to share more information with the ATO and other government agencies each time employers process a pay run. And the good news is, Xero now arriving at stage three – the final stage of their transition to STP Phase 2.

Xero’s STP Phase 2 reporting deferral deadline is now 31 March 2023 meaning Xero Payroll users will have until the New Year to activate STP Phase 2. However, you can get your data ready today. In fact, it is recommended that you complete each stage sequentially as they are made available in Xero Payroll.

The three stages of transitioning to STP Phase 2 in Xero

Stage one – Delivered in August: The first part of this process is transitioning your existing employee profiles to be STP Phase 2 compliant. This stage also includes providing additional information when onboarding new employees to Xero Payroll.

Stage two – Delivered in September: You’ll need to identify and update certain pay items with the new earnings categories defined by the ATO for STP Phase 2 reporting.

Stage three – Rolling out from late October: This is the final stage in the STP Phase 2 transition which will break down paid leave into additional subcategories. We’ll support you with a guided experience in payroll so you can easily update existing paid leave types to meet the new ATO reporting requirements.

So you’re ahead of the deadline, it’s best to transition your payroll data as soon as possible. Head over to the STP 2 Portal in Xero Payroll to progress through each stage.

Stage three involves the introduction of new paid leave categories

STP Phase 2 introduces a set of new ATO reporting categories for use in your leave pay items. You will need to categorise any existing paid leave types you have set up in Xero Payroll. The categories available include:

Other paid leave (Type O)

  • Annual leave
  • Compassionate and bereavement leave
  • Family and domestic violence leave
  • Long service leave
  • Personal (sick/carer’s) leave
  • Rostered day off
  • Special paid leave
  • Study leave
  • Time off in lieu

Ancillary and defence leave (Type A)

  • Community service leave
  • Defence reserve leave
  • Jury duty leave

When these types of leave payments are correctly categorised in STP filing, the data can be more easily shared across government departments (like Services Australia). Learn more about the process of updating leave categories in Xero Payroll here:

Xero will be launching the leave pay item transition tool to help you with this final stage and has built a transition tool to assist you with easily categorising your existing leave pay items to meet STP Phase 2 reporting requirements. Xero has also been rolling out changes to Xero Payroll in preparation for STP Phase 2. As a result, it’s likely that some leave pay items may already have the correct reporting category assigned.

What Xero Users need to do now

Head to the STP 2 Portal in Xero Payroll and progress through each stage of the transition process to get your payroll data ready for Phase 2 reporting.

  • Stage one: Updating employee records to meet the new STP Phase 2 filing requirements.
  • Stage two: Updating income pay items to the new STP Phase 2 filing requirements.
  • Stage three: Categorising your existing paid leave types to the new filing requirements.

It’s important to mark each stage as complete in the STP 2 Portal before moving forward. This ensures your payroll data is accurate and could help reduce filing errors later in the financial year. Once you’ve completed all three stages, your business will be ready to switch to STP 2 later in the financial year.

Xero will be ready to report your updated payroll data to the ATO by mid-December 2022. While there is a deferral until 31 March 2022, we strongly recommend that you get your data ready for the transition as early as possible. If you’re unsure about updating your payroll data for STP Phase 2, contact our Bookkeeping team on 02 9981 2300.

CONTACT ALLAN HALL

using xero on an iphone

Changes to multi-factor authentication coming for Xero customers

Posted on | by Allan Hall

Over the last few years, our lives – and businesses across the world – have moved online at a rapid pace.

Unfortunately, cybercriminals have followed and are using new, digital methods to target Australians. As custodians of your data, Xero does all they can to protect the information held in your account.

One of the ways is through multi-factor authentication (MFA), a process designed to secure how you log in to Xero and verify it’s really you. An upcoming Australian Tax Office (ATO) update to MFA regulations means anyone that accesses an Australian organisation globally needs to re-authenticate their device every 24 hours when logging in to Xero.

What’s changing with MFA?

Many of Xero’s Australian customers would have started using MFA back in 2018 when it was first introduced by the ATO. Throughout 2021, Xero rolled out mandatory MFA for users in all other countries. Today, every Xero customer must use MFA when they log in.

Recently, in response to growing cybersecurity threats, the ATO updated its regulations around MFA for software providers like Xero. This means that the length of time a device is trusted for must be limited to 24 hours for cloud-based business applications, such as Xero. 

From early October, ‘remember me on this device’ will change. Currently, you can skip authentication for 30 days when signing in to Xero via MFA (such as through the Xero Verify, Google Authenticator or Authy apps), which remembers the unique device you’ve logged in with. With this update, you will need to re-authenticate your trusted device (such as a laptop, tablet or phone) every 24 hours.

When will this happen?

The 24 hour change to Xero’s MFA trust device frequency will start from early-October. From then, you’ll need to authenticate daily when you log in to your account.

Why is this being changed for Australian customers?

This is a regulatory change from the ATO and is to support cybersecurity measures to protect users’ valuable data – just think of all the critical information stored within your Xero account. It’s important to keep this safe.

You’ll likely remember when MFA was first mandated by the ATO. Just like last time, Xero is updating its platform to comply with this change and make it a smooth transition.

What if I’m in another country, like New Zealand, but access an Australian organisation in Xero?

This change doesn’t just apply to Australia but to anyone globally that accesses an Australian organisation – even if it’s just one account in Australia that you log in to. This is because you are accessing information (including personally identifiable information) that falls under the ATO’s remit.

Do I need to make any updates myself?

No – rest assured that the Xero platform will update automatically in early October. Since all Australian customers already use MFA, you won’t have to change anything about how you log in to Xero – except for daily authentication. This means you can continue to use your usual verification tool, whether it’s Xero Verify or a third-party app like Google Authenticator.

Why is cybersecurity so important and should I be worried?

Security has always been important at Xero and we want to keep your valuable business data safe. Since the start of the pandemic, activity by cybercriminals has been on the rise in Australia. As our lives have moved more and more online, so too have the approaches of cyber criminals.

They’ve continued to evolve and use increasingly sophisticated ways to entrap victims online. One of the most common types of cybercrime is phishing, which tricks you into clicking on a fraudulent email, text message or web link to then access your online accounts and steal your personal and business information.

How does MFA help protect me against cybersecurity threats?

MFA is one of many important tools used to safeguard against cybersecurity threats. It’s a security process which uses at least two different factors, something you know (your password) and something you have (mobile device), before you can enter your account.

This second layer of security is designed to prevent anyone else from accessing your account, even if they know your password. In fact, research shows that MFA can prevent up to 80% of data breaches.

What does this mean for Xero’s mobile apps?

Xero’s suite of mobile apps, such as the Xero Accounting App, Xero Expenses and Xero Projects, will also be impacted by these new regulations. When the new versions are introduced, you will no longer be able to choose the lock device option ‘Don’t lock it’. You will either need to use a security code, which will be available on Android for the first time and is currently available on iOS, or use Face ID.

What if I normally share my login with members of my team?

Shared logins reduce the security of your Xero account. The more people who have access to a login, the more likely it is to be compromised. Everyone who accesses an organisation in Xero should have their own login details (as per Xero’s terms and conditions).

If they don’t already, now is the time to make sure everyone is set up with what they need to securely use Xero. 

Read more about MFA here and troubleshoot any possible issues here »

CONTACT ALLAN HALL

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Allan Hall named FY23 Xero Finalists

Posted on | by Allan Hall

Xero Award finalists announced

Allan Hall Business Advisors has been shortlisted as category finalists for Innovator Partner of the Year and Community Partner of the Year in this year’s Australian Xero Awards.

Being future focussed, innovative and continuously improving makes us strong

The Innovative Partner of the Year category recognises Xero partner firms that have demonstrated cutting-edge innovation in campaigns, products, services and other specific initiatives. The selection criteria for this award are based on how an accounting business-led change in its industry and community.

Allan Hall Director Scott Jago said, “Our thinking is not confined by what other accounting firms are doing, but is shaped by how we can create opportunity and growth that positively impacts our people, our clients, our business and the Northern Beaches community.”

“Whilst we have come a long way in a short time, adopting the mindset of being an agile business means that we are now much more aware of the future potential technology can provide for us.”

Community engagement is valuable to our forward approach

The Community Partner of the Year category recognises Xero partner firms that have demonstrated a commitment to the community. Criteria for this award are based on making a difference in people’s lives outside of day-to-day business activities.

Allan Hall’s longstanding involvement in the SurfAid Cup Manly was key to being a finalist in this category.

“Giving is important to who we are and how we operate. We nurture our involvement in our community and recognise the importance of a strong local economy that’s positive and cohesive, where people strive to help each other,” Scott added.

“First and foremost a big thank you for all the nominations — it is a big achievement so congratulations to all of our finalists,” Xero said.

“The calibre of applications for FY23 was outstanding, so to be nominated as a finalist is an absolutely incredible achievement.”

The Allan Hall way is one of mutual respect, absolute client focus and a sense of community while having a little fun along the way.

See this year’s finalist announcement

Allan Hall are Client Choice Awards multi-award winners and also Australian Accounting Awards winners for the past two years.

CONTACT ALLAN HALL