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.

The words ‘Xero energise’ sit above a person’s open palm.

Find the right sessions for you

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.

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    Whether you’re at the beginning of your journey or already have some knowledge, we’ve got something helpful for you.
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    The live sessions cover topics ranging from client onboarding, migration tools, to workflows and change management.
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    You and your practice will gain the skills and resources required to plan, communicate and execute your Xero projects.
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    We'll be regularly adding more consulting sessions, so bookmark this page and check back for new content.

What is the Xero Energise series?

The five stages of Xero Energise

Start from where you’re at

Have a look to see which Xero Energise stage suits you best now, and check back for new content to continue your journey.

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    Cloud curious
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    Cloud emerging
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    Cloud accountant
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    Digital driver
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    Future advisor

1. Cloud Curious

This series of consulting sessions equips you with the information that you need to improve efficiency for you and your clients. We’ll make sure that all members of your team are comfortable with digital workflows, cloud-based technology, and understand the benefits of Xero in comparison to the software you’re using today.

Get ready to move your clients onto Xero. Learn how to organise your client list to make the conversion process more efficient.

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Run your practice efficiently and attract more clients. Get the most out of Xero HQ and use our advisor directory to showcase your business.

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Identify your clients’ software needs and help them to start using Xero.

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2. Cloud Emerging

This series of consulting sessions focuses on empowering you to continue building your base of cloud-based clients by getting your team comfortable talking about Xero. We cover all the tools you need to easily convert and set clients up and outline why this is beneficial to both your business and theirs.

Move multiple clients over to Xero efficiently. We'll show you some useful tools and techniques to make this easier.

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Prepare and file annual accounts and tax returns for company and individual clients directly with Companies House and HMRC.

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3. Cloud Accountant

Take your knowledge to the next level and discover tips and tricks on how to get the most out of Xero. This series of consulting sessions helps you uncover key insights in all things cloud accountancy including data security, developing a digital mindset, and advancing your understanding of what clients want.

Connect with a Xero Practice Manager specialist, who will answer your questions. Efficiently manage your practice workflows, clients and jobs online, all in one place.

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Efficiently create and customise workpaper packs. Upload supporting documents to make sure the data is current and accurate. Manage client queries, check variances and post journals in Xero.

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Keep things simple, understand the warning signs, and learn how to approach and manage change within your practice.

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4. Digital Driver

Stay on top of your Xero game with all of the latest updates and support on new products and how to make them work best for you. This series of consulting sessions focuses on ensuring that you’re getting the most out of the app marketplace and providing you with advice on specific areas your practice should be focusing on going forward.

Prepare accounts and file tax returns for your clients. Xero Tax is available exclusively for Xero accounting and bookkeeping partners at no extra cost.

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Keep things simple, understand the warning signs, and learn how to approach and manage change within your practice.

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Find the right apps for your clients. Discover how Xero's ecosystem of apps means your clients can find a solution to meet their needs.

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5. Future Advisor

Improve efficiencies and create a team of Xero experts through this series of consulting sessions. You’ll be introduced to app and software specialists who can recommend products for you and your clients to best suit their differing needs. These consulting sessions will also help you to continue improving your advisory services offering.

Get to know Xero's beautiful cloud-based accounts production and tax solution, available at no extra cost.

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Explore the benefits of apps that connect to Xero, navigate the Xero App Store, and find the right apps for your practice.

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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

Zara Zibandeh Nazam, Management Accountant, Martin & Heller

Explore all of this month’s sessions

View the full Xero Energise schedule as a PDF