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

Cloud systems are amazing but if things go wrong, your team members don’t always know how to begin fixing them. This is especially true of more complex systems such as Unleashed (inventory) and WorkflowMax (job management).

The Software Coach can come alongside your accounting teams and/or your clients to help trouble-shoot any major or minor problems.

Do you want to up-skill your team? Within the South Island, we offer onsite seminar-style training sessions to bring everyone up to speed on whatever subject your firm requires – from the latest Xero updates to a detailed overview of any of the major players in the Xero add-on marketplace.

Another option for those who are further afield is seminars via Zoom or subscribing to up-coming monthly Xero tips videos prepared by us for your team to review in their own time.

Or perhaps your clients have asked for some training on how to upskill in their particular system? We offer customised one-on-one training for clients based on their current skill base and requirements. This can be onsite or via regular Zoom meetings.

If you have a client that is involved in a business expansion project or launching a new venture, they will likely need advice on which system/s best suits their needs. We can come in right at the start of a project to manage the research, testing, installation, data migration and training on your behalf.

We keep you involved every step of the way so you understand exactly how each system works and can pick up the management of the project once our part is complete.