Register today for the Xero Energise series
We’ve created a series of bespoke consulting sessions to deliver the right content, at the right time, for your team.
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.
.1663253514328.png)
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.
Webinar: Client onboarding
Identify your clients’ software needs and help them to start using Xero.
2. Cloud Emerging
Move your clients to Xero, learn how to organise your client list to make the conversion process simple.
Webinar: Move your clients to Xero
Move multiple clients to Xero efficiently. We'll show you some useful tools and techniques to make this easy.
Webinar: Get to know Xero Tax
Prepare and file annual accounts and tax returns for clients directly with Companies House and HMRC.
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.
Webinar: Embrace change
Keep things simple, understand the warning signs, and learn how to manage change within your practice.
4. Digital Driver
Get the most out of the app marketplace and get advice on areas your practice should be focusing on.
Webinar: Get to know Xero Tax
Prepare and file annual accounts and tax returns for clients directly with Companies House and HMRC.
Webinar: Embrace change
Keep things simple, understand the warning signs, and learn how to manage change within your practice.
Webinar: Discover the Xero App Store
Find the right apps for your clients needs through the Xero app ecosystem.
5. Future Advisor
Improve efficiencies and learn about products for you and your clients to best suit their differing needs.
Webinar: Get to know Xero Tax
Prepare and file annual accounts and tax returns for clients directly with Companies House and HMRC.
Webinar: Discover the Xero App Store
Find the right apps for your clients needs through the Xero app ecosystem.
Many members of my practice have attended Energise consulting sessions. Each has been informative, engaging, and the series has provided insights on migrating more of our clients to Xero.
Zara Zibandeh Nazam, Management Accountant, Martin & Heller
Explore all of this month’s sessions
View the full Xero Energise schedule on Xero Central