Todd O'Neill Email & Phone Number

Hi, I’m Todd. I help accountants and other financial services partners increase their income and business value by providing a range of tools and services that increases efficiencies and profits in their practice. Our accounting practice clients utilise our industry-specific CRM coupled with our marketing services to provide increased levels of engagement with their clients. They also take advantage of our SMSF Tech, a service designed to allow accountants to create SMSF’s without the need for individual licencing and are provided free educational content through our show Xenium Pro.Other partner services include finance broking, company and trust documentation creation, fee proposals and AI bots to reduce costs within an accountant's business.Xenium Group encompasses Xenium Partners, Xenium Finance and Xenium Property. Each of these companies provides high value to their direct clients and partners. We are trusted to deliver services by the following groups across Australia: ➣ Mortgage Choice: provision of commercial finance broking solutions ➣ Nexus Partners: commercial finance broking and property solutions ➣ Tradies Finance: commercial finance brokingOur accounting industry partners are: ➣ Practice Ignition ➣ Lightyear Docs ➣ Your Client Matters ➣ Beevo ➣ Smithink 𝗪𝗵𝘆 𝗜𝘁 𝗪𝗼𝗿𝗸𝘀:Practices are overwhelmed by tax and compliance work, draining their time and resources. Clients now demand more from accountants without understanding the effort required. Accountants are offered various tools, but integrating them effectively is a challenge.With ten years of experience working closely with accounting practices, I have listened to their challenges and understood their conflicting priorities. My extensive network within the accounting industry, including service providers, consultants, and key players, enables me to deliver services that address accountants' specific needs, rather than serving solely the interests of others.

Listed skills include Finance, Investments, Mergers And Acquisitions, Business Strategy, and 36 others.