What The Software Coach Limited does

The Software Coach Limited is a privately held, founder-owned cloud software implementation consultancy headquartered in Halswell, Christchurch, New Zealand. The firm specialises in selecting, implementing, integrating, and training organisations on third-party cloud business platforms, with Xero as the primary anchor and adjacent ecosystems including WorkGuru and Projectworks for job management and Unleashed and Cin7 for inventory. It does not develop proprietary software; its value proposition is delivered through a methodology-centred services practice that combines fixed-price Discovery Sprints, hour-based implementation and integration work, training and coaching, system health reviews, and ongoing advisory retainers, complemented by a digital resource store offering free and low-cost templates, webinar slide packs, and checklists.

The company operates in a dual-track go-to-market: a direct consulting motion targeting New Zealand small and mid-market businesses (trades, manufacturers, professional services, creative agencies, hospitality) that have outgrown spreadsheets or legacy systems, and a channel motion through accounting and bookkeeping firms that refer their end-clients for technology implementation while remaining the trusted advisor. Distribution combines content marketing (website, blog, BOMA articles, YouTube Xero Tricks series), event presence (Xerocon Nashville 2024, Brisbane 2025, Xero Partners Advisory Summit Glenorchy 2025, The Gap Reunion), and structured referral partnerships. The firm holds Xero Platinum Partner, Projectworks Platinum Partner, and Unleashed Implementation Partner status, and Josh Wilson sits on the Xero Partner Advisory Council (XPAC), embedding the business deeply in the Xero partner ecosystem.

The business is run by a three-person team comprising Josh Wilson (Director and Software Consultant, a Chartered Accountant and the XPAC member), Courtney Wilson (Managing Director, Communications and onboarding), and Camille Tigno (offshore support for software and data management). Revenue is not disclosed, and the firm has no external institutional investment, suggesting a small, profitable services business. The company originated as Sidekick Cloud, the systems arm of Sidekick Chartered Accountants, before being spun out as an independent entity around 2015–2016 to meet growing demand for hands-on implementation support. Disclosed activity through late 2025, including a six-part Xero App Advisory Series, recurring BOMA content distribution, and ongoing event participation, indicates active commercial development despite the lean team structure.

Name

The Software Coach Limited

Legal name

The Software Coach Limited

Website

https://thesoftwarecoach.co.nz

Company type

Private

Founded year

2014

Operating status

Operating

Headcount range

1–10 employees

Short description

The Software Coach Limited is a Christchurch-based, founder-owned consultancy that implements and integrates Xero, WorkGuru, Projectworks, and Unleashed for New Zealand SMBs, while also serving accounting and bookkeeping firms through advisory and referral partnerships.

Ownership category

akta.pro rank

Product category

IT Consulting & Software Implementation Services

NAICS

Computer Systems Design and Related Services (54151), Computer Training (611420), Professional and Management Development Training (611430)

SIC

Services-Computer Programming, Data Processing, Etc. (7370), Services-Educational Services (8200)

akta.pro primary industry

Training Delivery Services (Onsite/Virtual Instruction, Workshops, Coaching) (BPAEANAN)

akta.pro secondary industry

Information Technology & Software (EDAAAPAB)

Keywords

• Cloud software implementation
• Fintech consulting services
• Xero partner consulting
• Job management implementation
• Inventory management consulting

Headquarters

HQ city

Christchurch

HQ country

New Zealand

HQ region

Oceania

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Technology or R&D, Marketing or Sales, Operations, Infrastructure

Revenue model

1. Consulting and Implementation Services: Value-priced project engagements scoped upfront covering software selection, implementation, data migration, training, and ongoing coaching. Services include Discovery & Architecture, Testing & Demos, Implementation & Integration, Training & Coaching, Job & Stock Management, Reporting & Insights, and System Health & Optimisation. Some services are fixed-price (Discovery Sprints, template packs); others are hourly for open-ended or specific advisory work.
2. Digital Products (Templates and Resources): Sale of digital downloads including slide packs ($0.00 free resources from Xero webinar series), the App Advisory Essentials Bundle ($0.00), Inventory Cheatsheet ($5.00), ROI Systems Snapshot Template (free download), and App Focus Planner (free download). Products are sold through the Software Store on the website.

Pricing tiers

Go-to-market motion3 records

Distribution channels3 records

Marketing channels8 records

Core offering

The Software Coach Limited provides cloud software implementation, data migration, integration, and training services for Xero and connected fintech platforms (including WorkGuru, Projectworks, Unleashed, Cin7, ApprovalMax, Hubdoc, PRENO, and Stripe). The firm also sells a small portfolio of downloadable digital resources (slide packs, templates, and cheatsheets) via its Software Store, and offers ongoing coaching and system health reviews to accounting firms and small-to-mid-market businesses primarily in New Zealand.

Product overview

The Software Coach Limited is a Xero-focused fintech consulting and implementation services firm, not a software product company. They operate a services-led business with a complementary digital resource store. Their core offering centers on implementation and advisory services for Xero and connected fintech platforms (WorkGuru, Projectworks, Unleashed, Cin7), combined with a products portfolio of downloadable template resources including the Xero App Advisory Series webinar slide packs, the App Advisory Essentials Bundle (10-Point Discovery Checklist, App Focus Planner, ROI Systems Snapshot), and the Inventory Cheatsheet. Services span discovery and architecture, implementation and integration, training and coaching, job and stock management, reporting and insights, and system health optimization. The firm is led by Josh and Courtney Wilson and serves accounting firms and SMEs in New Zealand.

Differentiator

Problem solved

Functional benefit

Products and services

• Discovery & Architecture Intensive research and discovery engagement mapping fintech products to accounting platforms and building a strategy with measurable results, targeting businesses and accounting firms seeking vendor-agnostic software recommendations.
• Implementation & Integration Hands-on software setup, data migration, configuration, and integration services connecting Xero or other platforms with operational tools like WorkGuru, Projectworks, Unleashed, and Cin7.
• Training & Coaching On-site and online education including video recordings, online sessions, one-on-one training, phone support, and written guides tailored to business workflows.
• Xero Mastery Training Customised coaching sessions for accounting teams covering Xero features, advanced bank recs, batch payments, Xero Projects, and Xero Payroll, delivered online or in person.
• Job & Stock Management Implementation Project management services for large-scale software transitions, data cleansing, process training, and Xero integration for medium to large enterprises.
• Reporting & Insights Report and dashboard building services including project forecasting in Projectworks and financial reporting in Xero.
• System Health & Optimisation Strategic review of existing system setup, identifying gaps and recommending practical improvements for better workflows, features, and integrations.
• WorkGuru Implementation Implementation services for the WorkGuru job management platform with materials, purchasing, stock, timesheets, and invoicing for operational job costing.
• Projectworks Implementation Implementation services for the Projectworks project management platform with budgets, time, resourcing, forecasting, and project financial performance management.
• Unleashed Implementation Implementation services for Unleashed inventory software with bill of materials, assemblies, batch/serial tracking, and landed cost calculations for manufacturers and product-based businesses.
• Cin7 Implementation Implementation services for Cin7 inventory software with multi-channel sales, warehouse operations, barcode scanning, and fulfillment workflows.
• Inventory Cheatsheet Paid downloadable cheat sheet (NZ$5.00) comparing Xero Inventory, Unleashed, and Cin7 with side-by-side fit criteria, escalation indicators, and discovery questions for advisors.
• App Advisory Essentials Bundle Free downloadable bundle of 4 templates including the 10-Point Discovery Checklist, App Focus Planner, ROI Systems Snapshot, and bonus 'From Gut Feel to Tech Strategy' guide for accounting advisors.

Named customers11 records

Segments2 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

Seven partnerships are on record, tiered minor and core.

• BOMAminorGTM or Marketing Partner · 18 February 2025Content marketing partnership. The Software Coach publishes articles monthly to the BOMA content library, which is exclusively available to BOMA subscriber accounting practices. BOMA is a content distribution platform for accountants.
• The Gap HQminorGTM or Marketing Partner · 30 September 2024Featured on The Gap HQ's recommended coaches page as approved coaches within the accounting practice management ecosystem. The Gap HQ is a community platform for accounting professionals.
• XerocoreTechnology or IntegrationXero platinum partner and member of the Xero Partner Advisory Council (XPAC). The Software Coach specialises in Xero implementations and integrations, and Josh Wilson participates in Xero's product direction advisory as an XPAC member. Xero is the primary accounting platform at the centre of the company's service offerings.
• WorkGurucoreTechnology or IntegrationRegistered partner and go-to platform for job management implementation. WorkGuru is highlighted as a preferred system for businesses with materials, purchasing, and operational job costing workflows. Featured as a supported job management product on The Software Coach's website.
• ProjectworkscoreTechnology or IntegrationPlatinum partner with Projectworks, a professional services automation (PSA) platform. The Software Coach implements and trains clients on Projectworks, particularly for project financial management and resource forecasting. Contributed content to Projectworks's PSA buyer's guide.
• UnleashedcoreTechnology or IntegrationUnleashed implementation partner. Unleashed is a preferred inventory management platform for manufacturers and product-based businesses, handling bill of materials, batch/serial tracking, and landed costs. Featured as a supported inventory product.
• Chartered Accountants Australia and New Zealand (CAANZ)minorStrategic or Co-development PartnerJosh Wilson is a full member of CAANZ. The professional body membership supports credibility in the accounting and advisory community.

Scale indicators6 records

Recent moves7 records

Expansion highlights5 records

Others

• Spotlight Reporting: Spotlight Reporting is a New Zealand-based reporting and forecasting tool that integrates with Xero and is featured as a supported product by The Software Coach. Comparable as an ecosystem software vendor whose solution the anchor implements for clients.
• BOMA: BOMA is a content marketing platform exclusively for accounting practices where The Software Coach publishes monthly articles. Comparable as a content distribution and GTM partner that reaches the same accountant audience.
• The Gap HQ: The Gap HQ is a community and resource hub for accounting practice owners where The Software Coach is featured as a recommended coach. Comparable as a partner community through which the anchor reaches and is endorsed by its accountant buyer base.
• Karbon: Karbon is a practice management workflow platform built for accounting firms, selling into the same advisor audience The Software Coach serves. Comparable as an ecosystem software vendor targeting the accountant buyer with overlapping buyer personas.
• WorkGuru: WorkGuru is a job management platform for trades and manufacturers that integrates with Xero and is one of The Software Coach's preferred systems. Comparable as a vendor partner whose software the anchor implements and on which the anchor has built a service line.

Broad incumbents

• Intuit (QuickBooks): Intuit, owner of QuickBooks Online, is the largest global cloud accounting platform with a parallel ProAdvisor network that competes for accounting firm relationships. Comparable as a broad incumbent whose partner program structures mirror the dynamic the anchor operates within.
• Reckon: Reckon is an accounting and payroll software provider with strong presence in Australia and New Zealand and its own partner network. Comparable as a competing platform incumbent operating in the same ANZ SMB market as the anchor.
• Xero: Xero is the cloud accounting platform at the centre of The Software Coach's service catalog and partner program. As both the platform vendor and the operator of the partner ecosystem in which the anchor competes, Xero is the dominant incumbent whose strategy most directly shapes the addressable opportunity.
• Sage: Sage is a global accounting and payroll software vendor with an established partner program and implementation ecosystem. Comparable as a broad incumbent offering overlapping cloud accounting capability to SMBs and accountants in the same category as The Software Coach's stack.
• MYOB: MYOB is the principal competing cloud accounting platform in Australia and New Zealand with its own partner and advisor network. Comparable as a broad incumbent that anchors an alternative implementation ecosystem competing for the same accounting firm and SMB mindshare.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat5 records

Key risks5 records

Key highlights6 records

Customer concentration

• LinkedInlinkedin.com/company/the-software-coach

Revenue estimate

Valuation estimate

Number of profiles

Profiles3 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about The Software Coach Limited