You’ll learn how to set up clients, carry out common tasks and get the most out of the software. You can become Xero certified in two main ways; via the Xero website or via an alternative provider. KBM Training and Recruitment is a well-recognized independent training provider in the UK, and has been working with clients on Xero training for many years.
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. We know that accountants are understanding tax return preparer credentials and qualifications important to unlocking small business potential. We hear from our many customers that they get so much more from their advisors on Xero – they get the proactive advice that helps them grow.
What is #XeroCertified?
Xero’s certification is one step on a long road of points and kickbacks that can help you gamify your whole business and could lead to a major change in your workflow. Xero also has a program designed specifically for accountants and bookkeepers. Keys to being a trusted advisor is finding solutions that work for your clients, regardless of the perks offered by a vendor. Much of the education for Xero can be done on your own, both through looking at online courses and practicing with the software yourself.
- Heather Smith is a small business owner who decided to take to YouTube to share her Xero accounting skills with others.
- SkillShare offers both a free and premium membership depending on your needs, but this course falls under the premium membership category.
- Instructors are permitted to upload any kind of course they want to the site, including professional and creative classes.
- Since Xero Central is created and operated by the team behind the Xero software, there really isn’t a place to get better information about Xero.
Xero accounting software is popular worldwide as it offers small to medium companies reliable bookkeeping and financial planning capabilities. It is hosted in the cloud and simplifies the process of managing payroll and meeting your fiduciary responsibilities to stakeholders. A free online Xero advisor certification course is perhaps the best thing to take if you are interested in becoming an accountant or bookkeeper with Xero. A good online course can prepare you for your certification and make you more comfortable using the software, so they are certainly worth pursuing. Since all of the courses on the list above are free, you cannot lose anything except a bit of time should you decide to pursue one or more of them. The difficulty of Xero online courses will depend on how much you know about the platform and whether or not you have worked with bookkeeping before.
Basic Xero and MYOB Package
Activate and DemoXero HQ, which is a hub to power client services (Think a light practice manager – CRM, report templates, tools to request documents from clients, insights, certification, etc.). Gather an understanding of your business, software & workflow so the rep knows how to best support you. Sorry to disagree with you Ashley, but I have Xero certification certificates for . I think non partners were able to sit the certification test from a link within the Help Centre. Many accountants may have need of both systems and may have enough clients that dual certification makes sense.
Learner Reviews & Feedback For Comprehensive Guide to Xero Accounting
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This cloud–based accounting software is designed to manage the accounts of small to medium businesses with efficiency and provide easy access to essential information. Xero’s Advisor Certification is a learning experience that helps our accounting and bookkeeping partners become proficient and confident with Xero’s core features. You can complete certification in the way that best suits your learning style and your previous knowledge of Xero.
If you are just getting started working with Xero or with bookkeeping in general, this course is absolutely essential for your learning queue. Additionally, you can take any of the other courses on the Xero Central site for supplementary learning. If you aren’t sure where to start with Xero or you just need a refresher on a few important topics, this website is the perfect place to start. If you want to eventually pursue a paid route, the site also offers an ultimate bookkeeping course that is behind a paywall.
The benefits of being #XeroCertified
Choose from online courses, a webinar, a live classroom or if you already know Xero well you can take our fast-track assessment. Once certified, you’ll receive an official certificate to show your clients that when you say you’re an expert in Xero – you really mean it! To maintain your certification, you’ll need to complete the four quarterly product updates each year. Since Xero is real time and collaborative, it quickly becomes the heart of the business, used everyday to make important decisions. This brings advisors much closer to their customers and provides daily opportunities to add value. Explain both options for Advisor certification (self-paced or webinar) and help the partner enroll to become certified.
