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Xero joins the Pennsylvania Institute of CPAs Firm Alliance

Posted 2 weeks ago in Advisors by Sarah Bleeker
Posted by Sarah Bleeker

We are excited to announce that Xero has joined the Pennsylvania Institute of Certified Public Accountants (PICPA) as part of its Firm Alliance. PICPA is the second-oldest CPA organization in the United States and largest CPA association in Pennsylvania with more than 20,000 members. 

By collaborating with PICPA, Xero is the preferred platform for their Firm Alliance, a targeted group within their existing membership, as well as potential new members. The partnership provides members of PICPA’s Firm Alliance with access to similar resources that larger alliances typically provide. Xero also helps empower members to leverage the cloud for time savings, digital efficiencies and more. 

We are so pleased to partner with Xero to offer their product to our members,” says Megan Killian, Vice President of Member Relations at PICPA. “Saving money and time, while running a successful business and serving their clients is a priority for our member firms. And Xero’s solutions will help them do that.

Bringing cloud benefits to Pennsylvania CPAs

As part of the PICPA Firm Alliance, members will have access to a dedicated Xero representative who can assist with questions and resources, monthly Xero demos, and access to Xero collateral for firms and their small business clients. 

PICPA members that become Xero partners receive a new partner discount for the first six months and quarterly live certification training. They also get a one-hour session with a Xero Partner Consultant or Xero Ambassador to review workflow efficiencies. 

“It’s exciting that Xero and PICPA are partnering together in the Firm Alliance,” shares Scott Kregel, Founder of Kregel&Company CPA, a Xero Gold Partner, and member of the PICPA. “Not only does it give small firms a great platform to build their practice around, but it also shows the PICPA’s commitment to introducing modern technology and a fresh approach for small firms competing in this growing industry.”

Embracing the cloud

Xero’s cloud-based technology enables firms to work seamlessly and find new ways to help clients succeed. This is especially important in today’s COVID-19 world, as running your business on modern cloud accounting software brings flexibility for accountants and small businesses to collaborate and access documents anytime, anywhere. 

Cloud accounting technology means that small businesses and their advisors can access their finances in real-time, giving them a much clearer view of their financial landscape and the opportunity to forecast business scenarios more intelligently. Labor-intensive tasks can also become automated or streamlined, saving accountants and bookkeepers a huge amount of time. 

Instead of crunching numbers, they can focus on advising small business clients and drawing conclusions about what’s going on in their business right now. While business owners are facing a lot of uncertainty and stress, the guidance from a trusted advisor in the PICPA network can help them make the best decisions possible for their business.

Learn more about the PICPA Firm Alliance, and if you’re interested in joining the next Xero demo for PICPA members, you can register here.

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