Professional services for Xero partners

Changing your business requires more than just software. If you want to get the most out of your investment, talk to Xero’s partner consulting team, or our certified practice studio partners.

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Xero’s partner consulting team help you get familiar with using our partner products

From Xero Practice Manager (XPM) to Xero Tax and Report Templates — if you want to implement Xero practice products, or run training sessions for your team, the partner consulting team are here to help.

Help is always at hand

Our professional services provide a second level of training that’s designed to take the stress out of completing the tasks yourself.

From implementations, staff training and reviewing your processes, our consulting team and certified implementation partners are here to help. If you’d like to get in touch, just fill out the form and they’ll be in contact with the next steps.

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Three reasons to implement today

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Get the right advice

With an expert on hand to help integrate into your business, you’ll save time and avoid implementation mistakes later on.

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Make the change with ease

Changing your way can be a challenge. We’re committed to making your transitions to Xero as easy and seamless as possible.

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Stay focused on your business

With the help of our consulting team, you’ll have more time to focus on your business while we get you up and running.

Getting started on your journey

From start to finish, our partner consultant team are ready to take you on your new Xero journey.
Here’s just a taste of how that might look. 

Scoping out your requirements

Need help sorting through your practice requirements? We can help with a scoping session. This looks closely at your day-to-day workings, workflow and mentality. Together with a partner consultant, you’ll gain an understanding of what’s a good fit. 

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Data conversions

Bringing across data from your old platform to Xero can be tricky. But not to worry, we can help with that. From pre-conversion, to post-conversion we’ll help you understand what information is useful, and how Xero can help you make sense of it all.

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Committing to change

Need help explaining your switch to Xero to staff? We’ll help you explain why the change is happening and the benefits of making it. Along the way, it’s important to catch up on what’s working, what’s not, how can you improve, and create an open environment where people are free to speak.

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Implementation approach

Rolling out your changes in a staged approach is something we recommend. That’s because flipping your practice all at once can be overwhelming. Our PC team can work with you to plan this out around your requirements and set out a distinct project plan.

Getting the team involved in the early stages makes the implementation plan easier to execute, and planning it in advance is key to ensure your practice isn’t rushed along the way.

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Beyond implementation

After the implementation, there are four one-hour weekly sessions to check in with the PC team. As part of this, you should keep a feedback log. Additionally, there are check-in sessions at three and six months to ensure the tools are being used correctly and to their full capacity.

After roughly six months you’re likely to have started seeing the efficiencies of implementing Xero tools. If not, now’s the time to review and tweak with the help of our partner consulting team.

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Meet some of our partner consultants

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Deciding to flip

"Sign up for the best practice webinars to get a good understanding of the products and implementation process."

— Jo Walker

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Data conversions

"Data is the heart of your migration to Xero — so I’d recommend spending time cleaning it up. Good data in means good data out."

— Aashin Sahijwani

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Committing to change

"It's important to have your team on board. Get them involved early so they can communicate freely about the change."

— Paul Mustica

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Implementation approach

"Plan as far in advance as you can. Even if you’re only thinking about it now, reach out to your account manager and partner consultant now."

— Naomi McDonald

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Post go-live

"Have an open slate and allow everyone in the firm to contribute to feedback, it’s important for everyone to voice questions and concerns."

— Lachlan Baxter

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Continued growth

"Always think about the small tweaks and adjustments you can make to improve your processes."

— Geoffrey Pyman

Our implementation partners are here to help as well

We have a variety of certified practice implementation partners who are also here to provide guidance on implementation and managing the change. Depending on your requirements, you may be recommended to one of the below.

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Are you ready to make the switch?

Get in touch with your Account Manager and just let them know:

  1. What services you’re interested in using, and

  2. Your planned time of move