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Growing Xero champions with migration certification

Posted 2 years ago in Advisors by Ashleigh Lambert

With Making Tax Digital nearing closer, accounting firms around the UK are looking for support to move their client base online and at scale.

That’s why at Xerocon London we were excited to launch migration certification. It’s our new piece of education designed to grow Xero migration and setup specialists inside accounting firms. And it helps Xero partners to learn best practice when moving their client base to Xero.

After hearing about migration certification at Xerocon, Xero champion at Elsby & Co, Liz Brewster, took her project management commitment to the next level. That evening, Liz went back to her hotel room and became the first person to complete migration certification.

A surprise visit to Rushden

We thought Liz’s migration certification story was so awesome, we decided it shouldn’t go unnoticed. And so a surprise was hatched…

How migration certification can help your practice

Migration cert collects the experience and best-in-class advice from Xero’s consultancy team. Plus a tonne of learnings from Xero partners that have already moved to the cloud successfully.

We’ve condensed that knowledge into a piece of education that gives partners the confidence to move clients online at pace. And it arms them with the tools required for a successful migration.

“I found migration certification very straight-forward,” said Liz Brewster. “And it put into context what I’ve already been doing in preparing Elsby & Co for Making Tax Digital, and migrating a lot of our customers to comply with those needs.”

“Migration certification is slightly different in format [to Xero’s other certifications] in that it’s less webinar based and more interactive with the downloads, which are useful to take away to use practically going forward.”

Why dedicated project management is key for a successful migration

Clare Elsby, founding partner of Elsby & Co, says her firm’s migration to cloud accounting required someone dedicated to manage the project through.

“The reward for bringing someone like Liz on board to project manage this for us is that we can make our own systems much more efficient,” Clare says. “It also means that we’re seen as more proactive as far as our clients are concerned.

“Xero education’s been great for us. It just means we’re much more informed when working with our clients and it means that we can, at the end of the day, offer a much better service.”

If you’re a Xero partner in the UK you can sit migration certification now. Get started and become an official Xero setup specialist for your clients. 

Migration certification will be available soon in these regions:

  • Australia and United States – November 2017
  • NZ – December 2017
  • Other regions – available in 2018.

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