Every year, accounting software provider Xero recognizes partners—both firms and software providers—that have demonstrated excellence in different areas. Here are this year’s winners:
This is a new award, and for 2017, the winners are Beyond Balanced Books, a firm based in Morgan Hill, California, and HubDoc, a document management software provider based in Toronto, Canada and Sydney, Australia.
The Partnership Impact award is given to partners that demonstrated “significant impact to a mutual small business client through collaboration, out-of-the-box thinking and a high-level customer centric approach,” according to Xero. Beyond Balanced Books used the Xero-HubDoc integration over the past year to achieve efficiencies for clients, to great success.
“Since 2014, we’ve worked closely with Xero to help advisors and their small business clients make the shift to the cloud,” said Jamie Shulman, co-founder and co-CEO of Hubdoc, in a statement. “We believe in the power of the cloud accounting ecosystem, and the value it can provide to customers.”
Rewiring the Economy through Service
This award goes to an individual or firm that has shown a commitment to their community, and “rewiring” the economy through pro bono or volunteer work to underserved businesses or individuals in need. This year’s award went to Cloud Accounting & Consulting.
Founder of the firm Stephanie Holt provides pro bono advisory services to the members of a local business women’s group, and other nonprofits such as Gratitude America, supporting military veterans after deployment.
This award celebrates a partner who has shown innovation through the use of 100 percent cloud technology. This year’s award went to Bean Counter 4 Hire.
“We believe in small business entrepreneurship so much that we want to help anybody we can be as successful as they want to be,” owner Michael Levy told Xero.
Emerging Partner of the Year
This award is given to a partner that uses Xero to offer continual value and innovation to clients, and shows the potential to deliver increasing value-added services to clients. This year’s award went to Flow CPA.
Founders Cecilia Gordillo and Natasha Mclaren-Doerr launched Flow CPA in January 2017 as a fully cloud-based accounting practice. The firm provides advisory services, which begins with creating an action plan with a client to help identify goals and develop KPIs, which are then tracked through Xero and Fathom, a custom reporting app.
App Partner of the Year
The winning app partner demonstrates a high level of customer satisfaction and commercial success from January 2017 to date. The award also highlights continuous improvement in areas like customer care, design, quality, functionality and technical innovation. This year’s award went to Expensify.
Expensify is a Preferred App Partner, which means it has more than 3,000 customers using the integration with Xero, and more than 300 marketplace reviews with a 4.4 rating.
Last year, Xero also chose to use Expensify as its expense solution in-house.
Emerging App Partner of the Year
Presented to an emerging app partner who demonstrates a high level of customer satisfaction and commercial success, this award showcases excellence in areas such as customer care, design quality, functionality and technical innovation. This year’s award went to Veem.
Veem is a payment platform that can handle international monetary transactions for individuals and businesses, with no cap on the dollar amount. The company uses blockchain technology and partners with banks globally to move money between 60 countries.
“Working with Xero has been wonderful for us. Much like Xero, we want to make it easy for small businesses to get their job done so they can focus on building their business,” said Marwan Forzley, CEO and founder of Veem, in a statement. “It’s an honor to be recognized by Xero and look forward to working with the team to continue to building innovative solutions that improve the lives of small businesses.”
Industry-Specific App of the Year
The winning app partner addresses the needs of a distinct industry and demonstrates a high level of customer satisfaction and commercial success. The award spotlights continuous improvement in areas like customer care, design, quality, functionality and technical innovation. This year’s award went to Loft47.
Loft47 is a real estate accounting and compliance workflow automation service. The software calculate and assign commissions, deductions and facilitate payments to all parties in real estate transactions.
Bronze Partner of the Year: Ara Haddadian, CPA.
Silver Partner of the Year: Hawkins & Co. Accounting.
Gold Partner of the Year: MATAX.
Platinum Partner of the Year: Bookkeeper360.
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