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Elevate your practice to the cloud: Part one

Self-paced learning
Launch course

3 Advisor credits

Free

Learning objectives

Learn how to make decisions about how to take your practice into the cloud.
It’s the perfect time of year to start planning your practice’s move to Xero. This three-part series of Xero Now aims to take you on that journey, and this month, we’re focusing on how to get the ball rolling in your firm. First up, we have advice from the Partner team on how to make those important decisions about what’s right for your practice and your clients. Special guest Alf Magnano from CP Partners also joins us to share some great insights about how his firm made the change.

Course outline

    • Make the most of Xero’s Practice Tools
    • Taking your firm on the journey
    • Working with a Xero Partner Consultant
    • Migrating your clients to Xero
    • Product update: Projects on the go

Topics covered

  • Xero HQ
  • Expense claims
  • Growth
  • Apps

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