We’ll help you get energised
To help you on your cloud accounting journey, our partner consulting team has tailored a series of bespoke consulting sessions.
- Whether you’re at the beginning of your journey or already have some knowledge, we’ve got something helpful for you.
- The live sessions cover topics ranging from client onboarding, migration tools, to workflows and change management.
- You and your practice will gain the skills and resources required to plan, communicate and execute your Xero projects.
- We'll be regularly adding more consulting sessions, so bookmark this page and check back for new content.
What is the Xero Energise series?
1. Cloud curious
Ensure all of your team are comfortable with digital workflows, cloud technology, and the benefits of Xero.
Webinar: Start your Xero Journey
Move your clients onto Xero. Learn how to organise your client list to make the conversion process efficient.
Webinar: Set up your practice on Xero
Run your practice efficiently and attract more clients. Get the most out of Xero HQ and our advisor directory.
2. Cloud Emerging
Move your clients to Xero, learn how to organise your client list to make the conversion process simple.
3. Cloud Accountant
Take your knowledge to the next level and discover tips and tricks on how to get the most out of Xero.
Webinar: Get to know Xero Practice Manager
Efficiently manage your practice workflows, clients and jobs online, all in one place.
Webinar: Use Workpapers in your practice
Create and customise workpaper packs, manage client queries, check variances and post journals in Xero.
4. Digital Driver
Get the most out of the app marketplace and get advice on areas your practice should be focusing on.
5. Future Advisor
Improve efficiencies and learn about products for you and your clients to best suit their differing needs.