For XRO, my advice was cautionary and still is. The amazing thing with Xero is that they now have $180 million in the bank and can ride out the next 5 years probably even if tech stocks go belly up (again). At the time when Xero was building, they had various competitive edges, bank feeds and being the only real SaaS accounting software on the market.
How much does GEO have in the bank? What are their competitive edges? Are they the only one offering the service they are?
The difference is like chalk and cheese.