Ben Richmond, CA | Xero US on the Journey to Becoming a True Advisor

Gary DeHart, Publisher of Insightful Accountant and the host of the Accounting Insiders Podcast talks with Ben Richmond, CA Country Manager, Xero US on the Journey to Becoming a True Advisor. In the discussion Gary and Ben: * Define what a "True Advisor" is and discuss what it means to be a "True Advisor" * Define a tech stack and talk about the key requirements for a solid tech stack and how the tech stack is a critical part of being a "True Advisor" * Discuss how a firm owner can get started implementing a tech stack and "Ture Advisory" services * Discuss the value of networking and how the firms Strategy Should Drive the Technology Decisions Lastly, Ben shared Xero has three Road Shows planned for the summer - Details here - https://www.intuitiveaccountant.com/education-hub/training-center/xero-roadshow-is-back-for-summer-2023/ and that Xerocon will be back in the US in 2024 (more details to follow).

Accounting Insiders · Ben Richmond, Gary DeHart