Accountants are at the cutting edge of business growth and we enable the change management your clients need.

Josh & 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.

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 trouble-shooting.

System review

Deep dive into your current systems, issues flagged, recommendations for change and improvements provided in a report + meeting.

The Gap quotation mark

Josh has been a lifesaver! We have integrated Xero, Hubdoc, Preno and Stripe all through using Josh’s amazing knowledge.

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Anna Wilson
Matuka Lodge | Twizel, New Zealand
The Gap quotation mark

I love how proactive the team were in spotting any potential problems [in Unleashed] and they instantly understood what my unique requirements were.

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Maree Gladding
Evre. Self Care. | Auckland, New Zealand
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We switched to Workguru 7 days before the WorkflowMax plug was pulled! ...We would simply not be operating if it wasn't for the effort that Courtney and Josh put into helping us.

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Phillip Kite
New Space Ltd | Auckland, New Zealand