A partner programme for accounting and bookkeeping practices.

Sound familiar?

• Making Tax Digital for Income Tax means working out which clients are in scope and what each one is missing.
• Chasing records every quarter happens by email and a spreadsheet.
• Clients' sales, payments or bookings sit outside Xero and arrive as one lump.
• A client asks for a link between their system and Xero, and there is no app for it.
• Checking many client files for duplicates and missing attachments is done by hand before the year end.
• You would refer clients to a builder, but you need to know they will not touch the ledger without you.

What partners get

• A practice systems review, free

  About two hours on your app stack and two clients' admin gaps. A one-page list of what an app already solves, what a build would solve, and what to leave alone.

• One free build for your practice

  For your own use, not a client's. Pick an MTD for Income Tax readiness list, a check across up to five client files in Xero, or a client document chaser.

• A builder for clients' Xero links

  Connectors between Xero and the shops, payment providers and booking systems your clients use, when no app does the job.

• Your reward, your choice

  For a client you introduce who signs and pays: build credit for your practice, a discount for that client, or a referral fee.

• The disclosure done for you

  Our proposal names the benefit in one line, each referral comes with a statement of its value, and we suggest wording for your engagement letter.

• Levels that are reachable

  Partner, Silver, Gold and Platinum, counted on paid referrals over a rolling year. Higher levels add bonus build time and a larger practice tool.

How it works

1. A short call

   We talk through your practice, your clients' software and which free build would help most.

2. The free review and build

   We look at your app stack, then build the tool you picked, tested on your own data and handed over for your use.

3. Introduce clients if it fits

   When a client needs a link or a system, introduce us with their agreement. They contract with us for the build and stay your client for everything else.

4. Agreed in writing

   Partner terms set out the rewards, disclosure and who supports what before the first introduction.

We never touch accounts, bookkeeping, tax or payroll, never offer your client another accountant, and never build what a ready-made app already does well. If one fits, we name it.

What we have built

We have not built a tool for an accounting practice yet, which is why the first builds are free and written up with permission. The closest real work is below: systems that run on their own and payments taken inside software we built.

• AutomationChurch of ScotlandA booking calendar that drives a hall's heating, and checks itself through the day.
• AppClass booking systemClasses booked and paid for by card, with what has been taken shown to staff.
• AppTipBopTips paid by card on a phone, then paid on to each worker's own account.

Who looks after what

• You keep the ledger

  Chart of accounts, VAT and tax treatment, reconciliation rules and correcting entries stay with you. We agree codes and tax rates with you before anything goes live.

• We look after what we built

  Errors, changes, hosting and security of the connector or tool are ours.

• The client keeps control

  Clients keep their own Xero, shop and payment accounts, and authorise our access in Xero, where they can remove it at any time.

Common client connections

• ConnectionStripe and XeroEach payout split into sales, fees and refunds, so the bank line reconciles.
• ConnectionShopify and XeroOrders, payouts and stock kept in step with the accounts.
• ConnectionHubSpot and XeroA won deal becomes an invoice, and a customer is the same customer in both.

Questions