Global small business accounting platform Xero has launched Xero Coaches in the U.S., a new program that combines accounting software with expert one-on-one guidance.
Provided within the first 90 days of a new U.S. Xero subscription, Xero Coaches provides small businesses with onboarding support to help set up their accounts, streamline financial workflows, and gain clearer insight into their ongoing financial performance.
Xero Coaches introduces an early layer of human expertise for business owners to better understand and act on their financial information while continuing to rely on their accountant or bookkeeper for tax, compliance, and broader advisory support.
“Small business owners wear a lot of hats, and financial management can often be one of the most challenging,” Xero U.S. CEO Matan Bar said in a statement on May 5. “With Xero Coaches, we’re combining powerful accounting software with human expertise early on in their subscription to help customers unlock their numbers faster, build stronger financial habits, and make more confident decisions moving forward. This is designed to complement the critical role accountants and bookkeepers play in helping small businesses understand and manage their finances.”
Xero Coaches is product onboarding specialists who work with small businesses one on one during their first 90 days to help them get started with Xero so they can use the platform more effectively.
Through scheduled sessions, Xero Coaches can assist with tasks such as:
- Setting up Xero and connecting bank feeds.
- Managing invoices, bills, and expenses.
- Understanding financial reports and cash flow.
- Discovering tools and apps that support their business.
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Sessions include a booked virtual call designed to help customers address common challenges and leave with clear next steps they can implement right away or discuss further with their accounting or bookkeeping advisor.
Xero says the launch of Xero Coaches reflects a broader shift in small business financial management. As software becomes more automated and data-rich, the need for interpretation, context, and guidance is growing.
“Small businesses are up against an increasingly complex financial landscape making access to trusted experts more important than ever,” Bar said. “Helping business owners make the most of the platform in between meetings with their advisor is one more way Xero is investing in the success of its customers and the wider advisor community. For accountants and bookkeepers, that means clients who are better organized in Xero, have cleaner data, and are more ready for higher-value advisory conversations.”
More information about Zero Coaches can be found here.
Photo credit: Xero
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