Accountant and bookkeeper events in the US

Upcoming webinars in the US

Xero 101: Your introduction to the basics (1 CPD)

New to Xero or looking to learn a bit more about our platform? In this session, we’ll give you a guided tour of essential features and newly released tools designed to streamline your workflows, reduce manual tasks, and enhance the support you provide your clients. Whether you’re getting started or just curious about our tools and features, we’ll show you how to make the most of Xero.

Register for Xero 101

New to Xero or looking to learn a bit more about our platform? In this session, we’ll give you a guided tour of essential features and newly released tools designed to streamline your workflows, reduce manual tasks, and enhance the support you provide your clients. Whether you’re getting started or just curious about our tools and features, we’ll show you how to make the most of Xero.

Register for Xero 101

Switching to Xero: Debunking myths & making the change (1 CPE) - September 24

Thinking about moving to Xero but unsure if it's the right fit? In this webinar, we’ll discuss some common myths and misconceptions about Xero, highlight key features and tools to debunk those myths, and walk you through how to get started with your transition to the platform.

Register for Switching to Xero session

Thinking about moving to Xero but unsure if it's the right fit? In this webinar, we’ll discuss some common myths and misconceptions about Xero, highlight key features and tools to debunk those myths, and walk you through how to get started with your transition to the platform.

Register for Switching to Xero session

State of the Industry 2025: Key insights to guide your firm’s growth (1 CPE) - September 3

Explore the trends, challenges, and opportunities shaping the accounting industry in 2025. In this webinar, we’ll break down key findings from Xero’s State of the Industry report and discuss what they mean for your practice. You’ll also hear from our Xero ambassadors who will share their own expertise and translate the data into practical, actionable strategies to help your practice stay ahead in a changing landscape.

Register here

Explore the trends, challenges, and opportunities shaping the accounting industry in 2025. In this webinar, we’ll break down key findings from Xero’s State of the Industry report and discuss what they mean for your practice. You’ll also hear from our Xero ambassadors who will share their own expertise and translate the data into practical, actionable strategies to help your practice stay ahead in a changing landscape.

Register here

Xero Hour: The Necessity of Price Increases in Your Firm - September 18

Rising costs from inflation, tariffs, and acquisitions mean raising prices is often necessary—but many put it off. Join Eric Henderson, Partner, High Echelon, PC, as he shares how to make price increase conversations easier and more effective. He’ll cover how to build a list of reasons throughout the year, identify which clients need an increase, and ease the impact with strategies like long runways, quiet changes, and contractual bumps. You'll also learn when bundling makes sense and how to handle increases across monthly, fixed-fee, and hourly work. Q&A to follow.

Register for Xero Hour

Rising costs from inflation, tariffs, and acquisitions mean raising prices is often necessary—but many put it off. Join Eric Henderson, Partner, High Echelon, PC, as he shares how to make price increase conversations easier and more effective. He’ll cover how to build a list of reasons throughout the year, identify which clients need an increase, and ease the impact with strategies like long runways, quiet changes, and contractual bumps. You'll also learn when bundling makes sense and how to handle increases across monthly, fixed-fee, and hourly work. Q&A to follow.

Register for Xero Hour

Setting up your Xero organization: Part 1 - Recurring monthly!

Learn how to set up a new Xero organization for yourself or your clients. This first session of our 2-webinar series covers how to configure organization and financial settings, manage your chart of accounts, add bank accounts, and enter conversion balances.

Register for part 1

Learn how to set up a new Xero organization for yourself or your clients. This first session of our 2-webinar series covers how to configure organization and financial settings, manage your chart of accounts, add bank accounts, and enter conversion balances.

Register for part 1

Setting up your Xero organization: Part 2 - Recurring monthly!

Learn how to set up a new Xero organization for yourself or your clients. This second session of our 2-webinar series covers how to manage users and contacts, configure key settings for emails and invoices, and set up additional features like tracking categories to automate your workflows.

Register for part 2

Learn how to set up a new Xero organization for yourself or your clients. This second session of our 2-webinar series covers how to manage users and contacts, configure key settings for emails and invoices, and set up additional features like tracking categories to automate your workflows.

Register for part 2

Optimizing bookkeeping & cash flow with Xero - Recurring monthly!

Looking to automate your bookkeeping process and more effectively manage incoming and outgoing cash flow for your clients? This webinar looks at the tools and features in Xero that can help you do just that! You'll learn how to efficiently invoice customers, easily handle supplier bills, and quickly complete bank reconciliation.

Register here

Looking to automate your bookkeeping process and more effectively manage incoming and outgoing cash flow for your clients? This webinar looks at the tools and features in Xero that can help you do just that! You'll learn how to efficiently invoice customers, easily handle supplier bills, and quickly complete bank reconciliation.

Register here

Turning insights into action with Xero & Syft - Recurring monthly!

Looking to interpret financial data for your business or clients but not sure where to start? This webinar will guide you through Xero's key reports and the "Analytics powered by Syft" tool that help you gain valuable insights on business performance. We’ll cover how to build budgets, forecast cash flow, and customize reports to turn all of those numbers into strategic, data-driven decisions.

Register here

Looking to interpret financial data for your business or clients but not sure where to start? This webinar will guide you through Xero's key reports and the "Analytics powered by Syft" tool that help you gain valuable insights on business performance. We’ll cover how to build budgets, forecast cash flow, and customize reports to turn all of those numbers into strategic, data-driven decisions.

Register here

Accelerate client services with Xero & Syft - Recurring monthly!

Ready to take your advisory services to the next level? This webinar is your gateway to understanding how the Syft platform can elevate your offerings with comprehensive transaction-level reporting and analytics. We’ll walk through how Syft integrates seamlessly with Xero and the value it brings to both you and your clients. From custom reporting and dashboards to oversight, forecasting, and beyond, you’ll discover how to transform your client's financial data into clear, actionable insights.

Register here

Ready to take your advisory services to the next level? This webinar is your gateway to understanding how the Syft platform can elevate your offerings with comprehensive transaction-level reporting and analytics. We’ll walk through how Syft integrates seamlessly with Xero and the value it brings to both you and your clients. From custom reporting and dashboards to oversight, forecasting, and beyond, you’ll discover how to transform your client's financial data into clear, actionable insights.

Register here

Helping your clients choose Xero with confidence - Recurring monthly!

Trying to make client conversations about Xero easier and more effective? This session covers how to position products & services to your clients, demonstrate their value through a compelling demo, and address common concerns with confidence. Plus, you’ll receive a handy takeaway guide at the end!

Register here

Trying to make client conversations about Xero easier and more effective? This session covers how to position products & services to your clients, demonstrate their value through a compelling demo, and address common concerns with confidence. Plus, you’ll receive a handy takeaway guide at the end!

Register here

Webinars for new Xero partners