Bring app advisory into your practice.

You know your clients need better systems—we’re here to help you deliver them. We take care of the tech, so you can keep doing what you do best: giving great advice.

From Xero add-ons to full stack builds, we help you scope and deliver the right systems for your clients. Stay in the advisory seat while we handle the setup, training and support.

Chartered Accountants have long been the go-to for business advisory.

But the world of cloud software has changed the industry beyond recognition. Accountants now not only need to focus on advisory and compliance, but maintain a good working knowledge of the rapidly expanding industry of cloud-based business systems.

As a qualified CA with over 15 years of experience in accounting firms, our software consultant, Josh, is well aware of what a challenge it can be to keep team members up to speed with every little software update.

In our opinion, you shouldn’t have to.

Keep your clients AND your team members happy by outsourcing your cloud software projects to The Software Coach.

Josh and Courtney discuss software and accountants in an office with laptops.

We can work together to help you and your clients without the expense of hiring your own software specialist.

Tech Stack Reviews

We’ll work with you to review your clients’ tech stacks in detail, identifying outdated, under-utilised, or disconnected tools—and highlighting opportunities to streamline systems, improve data flow, and align their software with the way they actually work.

Discovery Sprints

Our Discovery Sprints are short, focused engagements designed to uncover broken workflows, define software requirements, and map a clear path to implementation—with practical, vendor-agnostic recommendations you can act on immediately.

Implementation & Training

Our Implementation & Training projects guide your client through a hands-on setup of their chosen software, combining smart configuration with practical training to ensure confident day-to-day use and long-term success.

Reporting & System Reviews

Our Reporting and System Review service supports accountants to review their clients’ systems and reporting workflows, uncover inefficiencies, and recommend fit-for-purpose tools that improve accuracy, visibility, and client outcomes.

If you’d like to know more about working with us, reserve a time to speak with us – we’d love to hear about your situation and support your team and your clients.