Bookkeeping with Xero webinar series
Here’s a breakdown of the progressive webinar series we’re hosting this month.
Bookkeeping with Xero: Getting started
March 2, 12pm EST
Why choose the cloud for your bookkeeping clients? We’ll look at day-to-day transactions in Xero, customized reports, how to gain efficiencies, and Canada-specific features. See the benefits you and your clients will experience using Xero.Registration closed
Bookkeeping with Xero: Tips & tricks
March 9, 12pm EST
See how tools like cash coding, bank rules, and find and recode are the perfect features for bookkeepers using Xero. Plus, we’ll share the best tips and tricks on setting up your clients for success.Registration closed
Bookkeeping with Xero: Discover the app ecosystem
March 16, 12pm EST
Xero's app marketplace benefits Xero bookkeepers and their clients by automating processes and providing business tools. We’ll demo Canadian-specific apps like Plooto, Rotessa, and PayPal that integrate with Xero to create efficiencies.Registration closed
Bookkeeping with Xero: Marketing your practice
March 23, 12pm EST
Do you have plans to grow your business in 2021? In our final session, we’ll cover practical marketing tips for attracting new business and how to keep your existing clients happy.Registration closed
Features for bookkeepers
Free up your time
Xero automates many basic functions, allowing you to do tasks quickly and easily while maximizing your time.
Find and recode
Find and recode makes fixing client mistakes fast and easy by allowing transactions to be searched for and updated in bulk.
With bank reconciliation, you can keep your finances up-to-date and save time. Suggested matches allow you to automatically match and categorize transactions and the bulk feature lets you group bank transactions to reconcile all at once.
This feature lets you connect your bank to Xero and set up bank feeds. Then transactions can automatically flow straight into Xero each business day.
Build in Hubdoc
Hubdoc automatically keeps all your financial documents in one place. Now you can stop chasing documents and data entry and increase productivity.