Register today for our new Xero Energise series

Our partner consulting team is always looking for ways to help you on your cloud accounting journey. So we’ve created a series of bespoke consulting sessions to deliver the right content, at the right time, for where your team is at.

Whether you’re at the beginning of your journey or already have some knowledge, we’ve got something helpful for you. We'll be regularly adding more consulting sessions, so bookmark this page and check back for new content.

View the whole series here.

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What is the Xero Energise series?

Our live sessions cover a whole host of topics, ranging from client onboarding, migration tools, to workflows and change management – all to ensure you and your practice have the skills and resources required to plan, communicate and execute your Xero projects.

We’ve divided the Xero Energise series into five tailored stages, suited to wherever you might be on your cloud accounting journey. Have a look to see which one suits you best and check back for new future content.

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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

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What's new in January

               

Get to know Xero Tax

Take your compliance knowledge to the next level. Prepare and file annual accounts and tax returns for company and individual clients directly with Companies House and HMRC using Xero Tax.

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Use Workpapers in your practice

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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Get to know Xero Practice Manager

Connect with a Xero Practice Manager specialist, as they share answers to any questions. Efficiently manage your practice workflows, clients and jobs online, all in one place.

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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.

Start your Xero journey

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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Set up your practice on Xero

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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Client onboarding

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

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Cloud Emerging

This series of consulting sessions is focussed 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 your clients to Xero

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

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Get to know Xero Tax

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

Register for webinar
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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 will help you uncover key insights in all things cloud accountancy including data security, developing a digital mindset, and advancing your understanding of what clients want.

Get to know Xero Practice Manager

Connect with a Xero Practice Manager specialist, as they share answers to any questions. Efficiently manage your practice workflows, clients and jobs online, all in one place.

Register for webinar
Use Workpapers in your practice

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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Embrace change

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

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tools

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 best work for you. This series of consulting sessions will focus 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.

Get to know Xero Tax

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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Embrace change

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

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Discover the Xero App Store

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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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 Tax

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

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Discover the Xero App Store

Explore the benefits of Xero's apps ecosystem, navigate the Xero App Store, and find the right apps for your practice.

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To find out more about this months energise sessions, view the full schedule here.

   

Full schedule