Xenium Services

Our Services
Xenium Finance
Online Lodgement Portal for Referral Tracking and Communications
Direct to Bank Option for Higher Commissions
Xenium Property – Investment Property Broker
Xenium Catalyst –  Client Led Risk Profiling for Property Investment
General Risk Insurance
SMSF Online Digital Creation and SOA
 

Partner Services
Drive Your Client Engagement

Access to Discounted Marketing Services
Lead Generation Using Client Surveys
Social Media Management
Discounted Finance and Property Printed Magazine To Your Clients
AI Driven Financial Reporting Videos
Automated Document Creation for Companies, Trusts, SMSF
Business Costs Review and Contract Negotiation
Coaching and Consulting to improve accounting firms
Outsourced Staffing Solutions and Tech Development
Find Out How Much Commision You Make
JOIN NOW
  • Professional
Professional
FREE
Xenium Finance
Xenium Property
General Risk Insurance
SMSF Online Digital Creation and SOA
Access to Discounted Marketing Services
$10,000 Lead Generation Client Competition
Discounted Magazine To Your Clients
Find Out How Much Commission You Make
  • Professional
  • Professional Plus
  • Professional X
ProfessionalProfessional PlusProfessional X
FREE
$995
per month
$1495
per month
Xenium Finance
Check Services
Xenium Property
Check Services
General Risk Insurance
SMSF Online Digital Creation and SOA
Access to Discounted Marketing Services
Marketing To Your Clients Base Monthly
$10,000 Lead Generation Client Competition
New Business Lead Generation Surveys
Xero/MYOB/BGL/Class connected CRM
CRM Implementation Team
New Business Lead Follow Up Team
Printed Finance Magazine to your client base
Free Monthly Client Education Videos
Free Monthly Partner Education Videos
Find Out How Much Commission You MakeFind Out How Much Commission You MakeFind Out How Much Commission You Make
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Xenium Property

Xenium Property sets a property strategy with clients based on client led risk profiling. Our Xenium Action Compass helps to set the asset type and timing in the market to make the best possible investment decision for a clients Property Investment Plan.

Client Led Profiling

Xenium Action Compass Matching Timing and Implementation

Xenium Finance

Xenium Finance provides finance broking services across the following borrowing requirements.

  • Residential Mortgages – owner occupied and investment
  • Commercial Mortgages
  • Business Loans – unsecured and secured for expansion, acquisition and refinance
  • Working Capital – short term unsecured loans, debtor and trade finance
  • Development Finance – units, townhouses, land sub-divisions
  • Motor Vehicle and Asset Finance for all asset types including fit-out
  • R&D Grant Financing
  • Rent Roll Finance
  • Professional Services Finance - Accounting Fees, Financial Planning Books, Legal Firms
  • Non-Bank, Private – asset lending / no doc/ - commercial loans based on asset value of the security

Professional X
$1,495 Per Month

  • 30% Upfront and Trailing Commissions on all Residential, Business and Commercial Loans
  • 50% Commissions on all Residential Direct to Bank Referrals
  • 30% on all Property Investment Purchases
  • 30% on all Insurance
  • Book a 30 min Information Call To Find Our More

Professional Plus
$995 Per Month

  • 25% Upfront and Trailing Commissions on all Residential, Business and Commercial Loans
  • 40% Commissions on all Residential Direct to Bank Referrals
  • 25% on all Property Investment Purchases
  • 25% on all Insurance
  • Book a 30 Min Information Call To Find Out More

Professional
FREE

  • 20% Upfront Commissions on all Residential, Business and Commercial Loans
  • 30% Upfront Commissions on all Residential Direct to Bank Referrals
  • 20% on all Property Investment Purchases
  • 20% on all Insurance
  • Book A 30 Min Information Call To Find Out More

Beevo

Beevo is a complimentary service that help to find savings on your utilities bills in minutes. They are a one-stop-shop across business and personal services like electricity, gas, waste and other utilities. When was the last time you checked you were on a good deal?

Click through to have a specialist at Beevo help you find some savings.

https://www.beevo.com.au/get-started/ 

Smithink

Smithink directors David Smith and Mark Holton provide a range of services to assist professional practices improve their business. David & Mark are both Chartered Accountants who have managed professional practices and have worked with a large number of firms large and small who were looking for someone to be their external chairman or mentor or to address a specific issue in their firm. 

Mark Holton specificalises in assisting practitioners develop their business advisory services by improving client engagement, leveraging the latest technologies and developing the skills to become a confident and effective business adviser. 

David Smith is chairman of a number of firms and providies objective input to ensure effective governance and accountability. He also works with practitioners wishing to improve their processes, review their technology, enhance their marketing, develop effective resource plans, deal with the challenging issues of succession or wishing to acquire or sell their business.

With the in depth experience David and Mark have gained they can assist firms in all aspects of their business.  

https://smithink.com/

Valenta BPO

Valenta’s outsourced tax return service addresses the tax preparation needs of CPA firms and provides tax preparation for companies, trusts, partnerships, sole traders, and individuals (CTPI). Our team are highly qualified, allowing us to provide the fastest response times in the industry. Accurate and cost-effective, our tax return service enables CPA firms and Accountants to focus on more profitable tasks, leaving the time-consuming activity of tax preparation to us.

We support CPA firms by collecting and reviewing documents, and preparing tax returns ready for filing. Apart from tax returns, our team also manage BAS lodgements and forecasting, and provide management reporting services. We have a pool of trained tax experts who can be deployed with short notice to manage demand during the peak tax season.

https://valentabpo.com.au/

Hub One

A cloud Document Management solution designed by & for Accountants

Unlock the potential in your accounting firm by using a collection of powerful apps that save time and money through automation.

https://www.hubone.com/onepractice

Lightyear Docs

The World's most advanced Legal, Tax and Super Document Creation Engine 

As you dive into LightYear Docs you will see some of the most strategic and advanced documents and strategies in Australia. Partnering with HotDocs, we have taken legal documentation to the next level and for some of our long tail strategies, such as a related party loan, business property transfer to a SMSF, buy-sell agreements and estate planning services, documents that would normally take weeks and thousands of dollars are assembled in just minutes. All with full legal sign off.

https://www.lightyeardocs.com.au/

Practice Ignition

Practice Ignition is the single source of truth for your client relationships, providing you with a holistic view of your clients and seamlessly integrating your proposals, engagements, payments and workflow. Using Practice Ignition’s integrated payments platform, clients can easily pay you in the context of the digital proposal – meaning, you can get paid on your terms and never risk a debtor again.

Integrating Practice Ignition with your Xero or Quickbooks suite results in true practice automation. When a client accepts a proposal, invoices are automatically raised in your cloud accounting software and jobs created in your workflow management system. When payment is made, Practice Ignition automatically reconciles your invoices – automating your accounts receivable and eliminating debtor days.

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