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Xero Migration Certification (classroom)

Live classroom

40 Migration credits

Free

8 HOURS

Learning objectives

At the end of this workshop you will be able to:

  • state what you need to do to prepare and align your firm ready to adopt cloud-based accounting.
  • state the elements of a successful project plan
  • manage objections within your firm
  • recommend the right Xero pricing plans to your clients
  • recommend the right timing for migration and what data to convert
  • advise on bank feeds and the preferred way for gathering client data
  • advise on a Chart of Accounts strategy
  • carry out post conversion checks

Course outline

    Join us for the Xero Migration Certification workshop. This workshop follows Xero's recommended approach to migrating large numbers of clients to Xero.

Topics covered

  • Conversion
England

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