Optimise

There’s always room to grow. Now that you’ve completed the migration, remember to sharpen your knowledge and efforts to help add more clients and expand your business.

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How to demo Xero

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Xero payroll certification

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Become an effective presenter of Xero to new or current clients. Learn about the key features to spotlight and how to plan your own demo.

Learn to set up orgs and employees on Payroll in Xero. You’ll also have a chance to demo the entire process, so you can quickly help your clients.

Marketing Xero

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Xero advisor directory listing

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Build a custom marketing plan to help bring in new clients. Learn to identify specific client concerns and provide a Xero-specific solution.

Stand out from the rest. Identify yourself with an optimised advisor directory listing that gets you noticed.