Helping your clients get the systems they need, while keeping you in the advisory seat.
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.
Trusted advisors have always been at the heart of business success.
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.
Get expert software support for you and your clients - without the full-time overhead.
Tech & Reporting Reviews
We work with you to review your clients’ systems and tech stacks in detail - identifying outdated, under-utilised, or disconnected tools, uncovering inefficiencies in workflows, and highlighting opportunities to streamline processes. Our goal is to recommend fit-for-purpose solutions that improve accuracy, data flow, visibility, and ultimately client outcomes.
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
We work closely with your client to manage the hands-on setup of their chosen software, configuring systems and delivering practical training so teams can use them confidently every day - while keeping you fully in the loop - so the advisor stays informed and the client succeeds long-term.