Bringing new clients to Xero

The start of a new financial year is a great time to help your clients move to Xero.

Onboarding checklist

To ensure an efficient and smooth transition to a new accounting system, it's great to have a checklist in place for steps required to smoothly onboard clients.

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Populating and Optimising Ledger

Learn how to populate and optimise a Ledger with data to ensure the file is setup correctly.
 

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Reviewing client's setting

We'll show you the key areas to review in Xero including settings and the Chart of Accounts.

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Introducing Xero HQ

Join us with your team to see Xero HQ in action and learn best practice to get your firm up and running. You'll get a great overview of all available features.

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Populate and Optimise Cashbooks

Learn how to populate and optimise a Cashbook with data to ensure the file is setup correctly.

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Payroll certification

Learn more about Xero Payroll as well as the regular tasks such as pay-runs, approving leave and timesheets. 
 

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Positioning Xero to your clients

Learn how to offer Xero to your clients, and what you might show them in a demonstration.


 

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