Xero is for you

 
 

Bookkeepers & Accountants

Become a Xero Advisor and:

  • Get tools and resources to grow your practice:

  • Dedicated support to get started

  • Get Xero-certified

  • Attend Xerocon, roadshows and other events

  • and much more

Business Owners

Xero is the most efficient and easy way for SMBs to manage business finances on the move.

With real-time views, everyone is on the same page, even when they are in different places.

 
 

Just getting started

Not sure where to begin. The answer is Here. And With Xero.

Xero is simple, intuitive and powerful. go from Zero to Hero in a single session

 
 

Xero setup and training options:

Xero file Setup/Review

  • Set up data file (or complete set-up)

  • Chart of accounts Customization

  • Setting up live feeds from your bank account(s) into Xero

  • Import all contacts (customers, suppliers, and employees)

  • Establish prior YE trial balances

  • Import year-to-date bank transactions

  • General Walkthrough of Xero

Up to Three (3) hours of Customized training for your organization

  • Xero basics

  • Document Management

  • AR/AP Management

  • Systems and practices review, recommendations for improvements

add-ons available:

  • App integration implementation (Gusto, Shopify, Expensify, POS, A2X, etc)

  • Advanced Xero feature training (reports customization, projects, automation)

  • Payroll set up

  • Monthly support