11:00am MT

Online

The Accounting process for our Farming clients can be quite daunting. Join us as we walk you through the process for setting up your Sole Proprietor Farming Clients for 2021. We will show you the best practices and workflows of bank reconciliations, bills, invoices and cash flow. Then as their practitioner we show you the year end process and generation of your custom tax reports to prepare their T1s.

We will walk you through this workflow using Xero + Hubdoc enabling you to learn the best practices while empowering your clients to manage their records.

Hosts:
Senior Account Managers: Katherine Hawkins (Central), Angus Dyer (Eastern)
Partner Success Manager: Liv Thomson (Canada)

11:00am MT

Online

While working on your clients 2020 taxes, you can get them started on their 2021 accounting and give them the ability to stay on top of their accounting, document collection and cash flow. We show you the best practices in the workflows of bank reconciliations, invoicing, and reporting. Then as their practitioner we show you the year end process and generation of your custom tax reports to prepare their T1s.

Why not have more engaging tax planning conversations with your clients during the year?

We will walk you through this workflow using Xero Starter + Hubdoc + GoCardless enabling you to learn the best practices while empowering your clients to manage their records and get paid faster during the year.

Hosts: Senior Account Managers: Katherine Hawkins (Central Canada)

1:00pm - 2:00pm PT 

Join us every month for this live webinar and get to know the basics of Xero. Find out more about the key features, their benefits and how to start using them.