Step 1. Get certified
If you and your team aren’t yet certified, then consider doing the Xero advisor certification course to expand your understanding of Xero.
Increase your proficiency in Xero and showcase your skills
Learn how to set up and convert clients to Xero and get familiar with features that help clients save time and run their businesses better.View all Xero certifications
Step 2. Choose resources to share with clients
Find videos and articles for sharing with each Xero client at the time that works best. You can copy and use the descriptions below.
Updating and confirming settings
See how to update or check your contact details, social media links, tax rates, time zone, and add your branding to invoices.Video walk-through of updating and confirming settingsSupport article about updating your settings in Xero
Reconciling bank accounts
Xero makes matching and reconciling transactions easy. See how to find and reconcile transactions, and record transfers.Video walk-through of reconciling bank transactionsSupport article about reconciling bank transactions
Claiming and managing expenses
Xero helps reduce the hidden costs of processing expense claims through simplified workflows, powerful control, and integrated accounting.Video walk-through of claiming and managing expensesSupport article about claiming and managing expenses
Step 3. Spread the word
Here are some ideas and sample content you can use to communicate and share Xero setup information with your clients.
Create a blog post
Create a blog post explaining how easy it is to use Xero with a link to the videos or to Xero Central, and email a link to new clients.See sample blog content
Use your website
Share these videos and articles on your website for use in initial training or as a refresher or booster.See sample web content
Send emails with video and article links
Send links to new clients. If you use tools like MailChimp or Boma, test whether links to a page or to a specific article work best.See sample email content