Accountant and bookkeeper events in Canada

New to Xero or looking to learn a bit more about our platform? In this session, we’ll give you a guided tour of essential features and newly released tools designed to streamline your workflows, reduce manual tasks, and enhance the support you provide your clients. Whether you’re getting started or just curious about our tools and features, we’ll show you how to make the most of Xero.

Thinking about moving to Xero but unsure if it's the right fit? In this webinar, we’ll discuss some common myths and misconceptions about Xero, highlight key features and tools to debunk those myths, and walk you through how to get started with your transition to the platform.

Learn how to set up a new Xero organization for yourself or your clients. This first session of our 2-webinar series covers how to configure organization and financial settings, manage your chart of accounts, add bank accounts, and enter conversion balances.

Learn how to set up a new Xero organization for yourself or your clients. This second session of our 2-webinar series covers how to manage users and contacts, configure key settings for emails and invoices, and set up additional features like tracking categories to automate your workflows.

Looking to automate your bookkeeping process and more effectively manage incoming and outgoing cash flow for your clients? This webinar looks at the tools and features in Xero that can help you do just that! You'll learn how to efficiently invoice customers, easily handle supplier bills, and quickly complete bank reconciliation.

Looking to interpret financial data for your business or clients but not sure where to start? This webinar will guide you through Xero's key reports and the "Analytics powered by Syft" tool that help you gain valuable insights on business performance. We’ll cover how to build budgets, forecast cash flow, and customize reports to turn all of those numbers into strategic, data-driven decisions.

Ready to take your advisory services to the next level? This webinar is your gateway to understanding how the Syft platform can elevate your offerings with comprehensive transaction-level reporting and analytics. We’ll walk through how Syft integrates seamlessly with Xero and the value it brings to both you and your clients. From custom reporting and dashboards to oversight, forecasting, and beyond, you’ll discover how to transform your client's financial data into clear, actionable insights.

Trying to make client conversations about Xero easier and more effective? This session covers how to position products & services to your clients, demonstrate their value through a compelling demo, and address common concerns with confidence. Plus, you’ll receive a handy takeaway guide at the end!

Attend one of our live certification sessions and discover the best way to set up Xero for your firm and your clients.

Get tips and resources designed to help your practice thrive.

Register online to learn more about Xero at a live webinar or an in-person event in your area.