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Accountants are at the cutting edge of business growth, and we enable the change management your clients need.
Josh and Courtney Wilson
The Software Coach connects businesses, software systems and accountants by offering custom software implementation and extensive support.
They provide on-site training, online video support and phone assistance, specialising in Xero add-ons. Led by experts Courtney and Josh, they focus on understanding client needs to deliver effective software-driven change management.
" We switched to Workguru 7 days before the WorkflowMax plug was pulled! ...We would simply not be operating if it weren't for the effort that Courtney and Josh put into helping us."
Coaching Programmes
Job/Project Management
Discovery process, system implementation, training and coaching, and process change management.
Software Coaching
Regular or one-off training sessions on relevant systems for clients or accountants — in person or online.
Health Checks
Monthly system review and checks, recommendations for changes, early flagging of issues and troubleshooting.
System Review
Deep dive into your current systems, issues flagged, recommendations for change and improvements provided in a report + meeting.
" I love how proactive the team were in spotting any potential problems [in Unleashed], and they instantly understood what my unique requirements were."