FreshLime corrals data from a wide swath of sources into one simple platform. It brings the power of big budget data analytics to local small business so they can engage customers automatically.

A FreshLime Overview

Small Business Trends spoke with Jay Bean, the CEO of FreshLime. He told us about what they do and why small business needs to pay attention.

Helping Meet Small Business Needs

He started by talking about the small business data needs FreshLime addresses.

“Consumers are in charge today,” he said. “They use the messaging platforms they want. They interact with businesses the way they want. It can be a hard transition for an SMB.”

Small businesses can be overwhelmed with all of this information. That’s where this customer data platform comes in. The platform was built with local businesses in mind.

“We collect all of their data together,” Bean says.  “FreshLime brings it all

The holidays are just around the corner. This time of the year is particularly important for retail businesses that can position their products as holiday gifts. However, service-based businesses can still tap into the holiday sales season. To find out more, we asked a panel of Young Entrepreneur Council members the following:

“What is the best way for service-based businesses to tap into the holiday season, particularly companies that are not retail-focused?”

Holiday Season for Service Businesses

1. Hold a Holiday Event

“Even if your business isn’t retail-focused, you can still hold a holiday event. For instance, a snow removal service can hold a holiday party for their customers. Invite leads and customers to attend, provide food and drinks and maybe even some entertainment. It’s a good way to promote your business and build stronger relationships with your leads and customers.” ~ Thomas GriffinOptinMonster

2. Send an

By Jake Marmulstein

Managing your company’s relationship with investors involves more than simply gathering money from them and giving reports on profits and losses. Your company needs to create stronger relationships with your investors; it is important to think about investor relations from a human-to-human (H2H) context to drive your business forward. With that in mind, here are five ways to better manage and improve investor relations.

1. Inform Your Investors

Provide current and potential investors with solid, reliable information. But this does not mean just financial information or technical details on deal progress. To strengthen your relationship with investors, tell them about yourself, your company and your team on a personal level – the story behind the company and what motivates your team. Tell them about your passion and vision for the company, not in a dry, marketing-speak sort of way, but as one person to another. Humanize your

We’re pleased to announce that 26 Xero partners and Xeros were named to Practice Ignition’s Top 50 Women in Accounting List earlier this month. The list honors and recognises women who are driving change and creating opportunities for the next generation within the accounting and bookkeeping industry in their workplaces and beyond.

We’re thrilled to see a number of Xero advisors, ambassadors, ecosystem partners and an employee featured on this year’s list, representing all of our regions across the globe. These women are leading the charge to define the future of the accounting and bookkeeping industry and serve as a true inspiration to others for their passion and dedication to making an impact. 

From the entire team at Xero, congratulations to everyone named to this year’s list.


Mindy Levy, Bean Counter 4 Hire (US)

Alana Nicklin, Plugged-IN CPA Accounting and Tax (CA)

Mariel Diaz, Accounting for Jewelers (US)


The end of the financial year is creeping up quickly. While you want to make sure you’ve covered all bases correctly, it doesn’t have to be a stressful time. As long as you plan ahead and get your business ready. We’ve put together a few tips to help you prepare for the end of the tax year.

Get the right advice

Just like you wouldn’t rely on an internet search for a health diagnosis, the same applies for the health of your business. Talk to your accountant or bookkeeper, and work through what needs to be done before the year-end. They can help answer questions like, what documents do I need to gather up? What sort of tax should I have paid? How much more do I need to pay and when do I pay it? Plus everyone’s favourite question – can I pay less? 

Know as you go


Check out the latest updates for small businesses and advisors, plus a peek at what’s coming soon. Xero changes and release updates can be found in Xero Central or keep an eye on the feature timeline for a summary of some of our bigger releases.

Recently released  

  • Improved Quotes in Xero Business App – iOS and Android
  • Square integration with Xero – AU
  • Automatic Activity Statements – AU
  • Email Notifications for failed BAS Lodgement  – AU
  • AIM in Xero Tax – NZ
  • Easily Manage Subscriptions and Billing
  • Set and View Credit Limits on Invoices

Coming soon

  • Xero HQ Payroll – AU
  • Hubdoc included in Xero


Improved Quotes in Xero Business App – iOS and Android

More flexibility has been added to existing features in quotes. Select either product & service (with the ability to search) or enter your own item description for a line item and when you’ve