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BookkeeperX: Rise of the Accounting Technologist

$125

As an increasing number of specialized tools emerge to automate entire transaction flows, bookkeepers are evolving into accounting technologists that integrate software and processes to build a seamless, integrated accounting platform tailored specifically to each client. In this interactive workshop you will use real world examples to build the right integrated accounting applications using Xero as the core platform. After completing BookkeeperX, you’ll have a competitive edge, add more value to your clients, and be more profitable.

Xero certification

$125

Begin your Xero journey by becoming a Certified Advisor. Our full-day course provides the solid foundation to start your work with Xero. At the end of the session, you'll have the opportunity to take the Xero certification test.

The Art of the Sale

$125

Find your inner sales Zen by asking the right questions to understand client pain points – and then craft a solutions-focused sales presentation. Workshop details pricing strategies, how to demonstrate Xero, and steps to cultivate long-term client relationships.

Accelerate

$125

Hear first-hand how Xero Partners have grown their business and profits. Then roll up your sleeves as we work together and take examples from your firm to craft a customized action plan.

Find your Niche

    $125

Dive into your specialty with select practice management and ecosystem partners for your business. This starts by identifying yourself and the industry that fits with your strengths – and then reviewing the initial steps to build and grow your niche.

*Sessions subject to change.