Xero

April 21, 2021
Bill Kimball

xero certified advisor

Rates can vary due to many factors, including expertise and experience, location, and market conditions. With a clear picture of your ideal Xero specialist in mind, it’s time to write that job post.

Even more important, online courses and webinars are generally free through Xero U. Silver Accounting group is a full-service CPA firm offering individual & corporate tax services, bookkeeping, payroll & business advisory. We have a great team available to take your tax & accounting tasks off your hands.

No one wants to do business with the company pumping the best deals for its own employees – people want to work with companies that put the client’s interests first. Xero migration certification prepares advisors for switching clients to Xero and helps avoid the most common pitfalls. Entigrity websites use cookies to improve your online experience. They were placed on your computer when you launched this website.

users will want to take some Xero training courses to familiarize themselves with the platform and ensure they understand the processes and capabilities. If you’re looking to get started with Xero accounting for your business, you’re probably wondering where the best places are to get Xero courses online.

  • Laurie Seligman Associates, Inc. has been helping small and medium size businesses with their Bookkeeping, Payroll, System Creation and Conversion as well as Training and Consulting.
  • With the vastness of the Internet, there are a variety of options out there and you want to make sure you’re getting reliable and helpful information.
  • Let us set you up with Xero, configure an eco-system for your time and case management, and then we’ll teach you how to use them.
  • Also, when choosing a Facebook group for Xero questions or training, your best bet is to stick with the “official” groups.
  • I’d be more inclined to go with Xero if I was interested in shifting my existing business or motivating a team of accountants.

There are two office locations to serve you and we are fully equipped to meet and provide services virtually. At On The Account Consultant , we’re proud to be a Xero certified advisor, offering professional hosted bookkeeping and accounting services for small to medium sized businesses. If you’re thinking a directory doesn’t sound quite like a training course, you’d be right. However, many Xero advisors encourage their clients to become knowledgeable about Xero and can also help them in doing so. The Xero Advisor Directory lists accountants and bookkeepers who are certified in Xero. We are a Xero Certified Advisor and offer Xero setup and training services. Xero is the ideal business accounting software for small to mid-sized business owners.

Are You A Small Business Owner?

Let us set you up with Xero, configure an eco-system for your time and case management, and then we’ll teach you how to use them. One thing to watch out for is paid Xero training that is only comprised of videos. With Xero U, XeroTV and the Xero YouTube channel, there are significant free resources available for video training.

Streamline your processes to free your time for higher level tasks. The Xero Demo Company contains fictional data that you can use to try out Xero and its features. Through the Demo Company, you can process transactions without affecting your own numbers. Doing so will be a great exercise towards earning your Xero certification. Check out Capterra’s list of the best Accounting software solutions.

xero certified advisor

For even more video resources, you can check out the Xero YouTube channel, as well as other Xero training materials posted on the platform. Xero’s own channel is pretty robust, featuring similar resources to XeroTV.

Spend Less Time Bookkeeping, And More Time Doing What You Love

But finding a staff with desired experience levels and then the added filter of Xero Certification can be challenging. most accurate, current, and reliable information, now and in the future. Choosing a certified Xero advisor can also help you implement the Xero software, as well as connect you with the most-relevant guidance and training on the features your business needs. Similarly, be cautious of paid Xero “training manuals” that are not distributed by Xero. In both of these cases, it’s worth remembering that the Xero software changes rapidly, and you could easily end up paying for outdated information.

xero certified advisor

Xero HQ has created training courses through Xero U Video Library and Xero TV which can be found online and in your app marketplace on iOS or Android. A Xero accountant and bookkeeper who is certified will have a proper education on the Xero platform, will be able to efficiently and effectively on Xero, and with your firm. Doubling up is doable, but I wouldn’t go for both programs in one year. Take time to figure out if one is going to be enough, then forge ahead if you feel like you need a little more.

Make Time To Read Blogs And Watch Videos In Xero

Xero is a cloud based accounting program that can fit the needs of almost any business. We’re now formally qualified to tell you how great Xero is, and explain how it can help you and your business! For this reason our employees attend specialized classes and conferences to keep up-to-date with the latest audit, accounting, and tax requirements. If your business is e-commerce based, you can rest assured that certified Xero advisors are well in tune with integrations to partners, such as Shopify, Gusto, A2X, and Hubdoc.

Earning your way towards a Xero Advisor certification is a studious but worthwhile effort. Many accountants may have need of both systems and may have enough clients that dual certification makes sense. There’s a not-insubstantial amount of work required, though, so make sure you’ve got the time to dedicate it to study. In fact, accountants are one of the best resources accounting software vendors have. You promote the product to your clients, you provide feedback on features and functionality, and you support a recurring revenue model that makes SaaS companies tick. accounting software vendors provide extra training, support, and certification programs geared specifically toward accountants and bookkeepers. We have owned and operated several businesses over the last 14 years and know the value of a good accounting firm.

With the vastness of the Internet, there are a variety of options out there and you want to make sure you’re getting reliable and helpful information. Should you invest in paid training or is the free Xero training sufficient? We’re here to sort through all the possibilities and help you decide the right resource for your Xero training. Manage all aspects of your business by using powerful add-ons for POS, CRM, inventory, timesheets & job management, plus other specialized tools that seamlessly integrate with Xero online accounting. Share access to your latest business numbers with us – so everyone is up to speed. The trick to finding top Xero specialists is to identify your needs. Are you looking for an accountant to help you manage your financial accounting through Xero?

When it comes to Xero training, going straight to the source is hands-down the best choice. The courses on Xero U cover the basics such as getting set up, completing invoices, managing security, and more. Additionally, Xero U extends to more advanced topics like payroll, sales tax automation, and inventory management. Investigating these advanced topics can help you see how the Xero software applies to your specific business, whether you need accounting for your retail store or ecommerce business. The videos are thorough, up-to-date, and easy to navigate—making learning at your own pace simple.

xero certified advisor

Or do you require the help of a developer to leverage Xero APIs to integrate the platform with your online store? The cost of your project will depend largely on your scope of work and the specific skills needed to bring your project to life. Log in online any time and see up-to-date business financials – from anywhere. Xero offers a variety of resources to help you gain deeper knowledge about the software, its features, and how you can leverage the software to automate your accounting and bookkeeping.

The firms who have the distinction of being Xero champions are the ones whose team has completed the most Xero training and who are growing fast. “Xero” and “Beautiful business” are trademarks of Xero Limited.