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App advisory badge: Professional services

Self-paced learning
Launch course

Free

Learning objectives

  • Understand the benefits apps can bring to your practice and your clients
  • Build a business profile to recommend the right apps
  • Understand the professional services key focus areas
  • Learn from a Xero Partner’s experience with professional services apps
  • Deliver profitable projects
  • Assess your client’s needs
  • Compare popular professional services apps
  • Improve cash flow across the entire business operation
  • Describe the benefits of bill and expense automation
  • Compare popular bill automation apps
  • Compare popular expense automation apps
  • Manage customer relationships effectively
  • Manage human resources effectively

Course outline

    Once you’ve successfully completed this course, you will be awarded a ‘professional services specialist’ badge, which will be displayed on your Xero advisor directory profile.
    Your practice will also be eligible to display the badge, once it has:
    • Three or more professional services clients tagged in Xero HQ
    • One client connected to a professional services app featured within this course

Topics covered

  • Apps

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