Upskill your team. Upgrade your systems. Scale-up your business.

Bridging the gap between businesses, software systems and accountants.

WorkflowMax update

The WorkflowMax by Xero platform will be retired in June 2024 and replaced with a new version. If you have been affected by this change or have any questions, please book a 30 min complimentary meeting with Josh to discuss future steps.

Talk to us

Is your software causing more pain than gain?

We can fix it.

Our mission is to make your system work for you and your team, making cloud software accessible for all businesses.

Valuing your business systems means valuing your self and your team.

Every year, hundreds of hours are wasted in front of screens as business teams and trade workers try to navigate slow systems with clunky user interfaces. Wouldn’t it be better if you could get on with actual work?

We come alongside you to understand exactly what your business does and what has been holding you back.

Learn more

We find a software-based package that best fits your business’s needs and prioritises team empowerment and education.

Whether you need on-site training, online video support or a phone-a-friend service to answer your questions, our wrap-around support is there when you need it.

Tailored software packages and training to suit your needs.

Want to know more?

We’re a safe pair of hands.

With years of experience between us, the quality of our relationships with our clients is so important to us and the success of the projects we take on.

Read a bit more about Courtney and Josh, our ethic, our experience, and how we came to be The Software Coach

How we got here

Are you an accountant?

If you think that your clients could do with some software help or your accounting team are struggling with the world of cloud accounting products, we see you.

Come and find out how working with us could be one of the best decisions you could make for your practice.

Shall we work together?

Xero add-on products are our speciality. We work with all of these softwares and more.

Happy customers.

Nicky Chilton – Chilton and Mayne Architects

Since we have started working with Josh at The Software Coach, he has shown us how to start using our Xero and WorkflowMax to their full potential.
We are getting a much better picture of how our business is functioning and are identifying areas where we know we can improve our systems. He is so easy to work with and is very responsive to any questions or requests.
Chris Walsh – Base Holdings Ltd

I needed some help with Lightspeed/Xero and it took me quite a while to find someone who’s knows their stuff. Josh is definitely that guy. Very knowledgeable, very calm and easy to talk to, great teacher and showed me how to deal with the issues myself moving forward.
I would highly recommend Josh to anyone who uses Lightspeed or Xero and especially those that use both! 5 star, 100% Awesome! I’m extremely happy with his services.
Toni May – Peter May Limited and Silk Estate

Having the support and guidance of our ‘Workflow Max and Xero Guru’, Josh Wilson, is such a relief. Josh is able to easily analyse a problem and come up with just the perfect solution.
Because we find that Workflow Max is so flexible, there can be many ways to do something and Josh seems to be able to find just the perfect one to solve our problem.
Lynne Broughan – Liquid Action Limited

Josh was very easy to deal with, understood our frustrations and after giving a rough idea of what we envisaged, he used his knowledge and contacts to organise a reliable custom build which ticked all our boxes.
I would have wasted hours researching this project but Josh was able to do this on our behalf so I could continue doing what I do best instead.
Shirley Mudie – Todd Mudie Group

Smooth Process – Together our team worked with Josh which achieved fantastic results. Any questions that we had we received answers to or recommendations on what we could do better.
Ryan MacDonald – MoMac Socialising Media

We would recommend Josh to anyone looking to investigate software solutions for their business. Josh came recommended to us through a referral and we couldn't be more pleased. His knowledge and approach were professional whilst being easy to work with.
Anna Wilson – Matuka Lodge

Josh has been a life-saver! We have thoroughly enjoyed the excellent work Josh has done for our businesses through creating and streamlining efficient systems. We have integrated XERO, Hubdoc, PRENO and Stripe all through using Josh’s amazing knowledge.
Maree Gladding – Evre. Self Care

I recently worked with the Software Coach to install Unleashed in my business. The process was seamless and Josh made it super easy to understand what I needed to do to make it work for my business.
I love how proactive the team were to spot any potential problems and they instantly understood what my unique requirements were.
I definitely would recommend them!