Accountant and bookkeeper events in the US

Upcoming webinars in the US

Intro to Xero (1 CPE) - Recurring monthly!

Looking to grow and scale your business further? Join us for a demo of the platform and discover the possible efficiency gains with the power of Xero. You'll learn how to get started, see a live demo of the platform and discover how to get involved with the Xero community.

Register for Intro to Xero

Looking to grow and scale your business further? Join us for a demo of the platform and discover the possible efficiency gains with the power of Xero. You'll learn how to get started, see a live demo of the platform and discover how to get involved with the Xero community.

Register for Intro to Xero

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

Xero Hour: Marketing Your Practice with AI - July 30

Leveraging AI to market your practice may sound complex, but it doesn’t have to be. In this session, join Jay Kimelman, President - High Rock Accounting, as he explores how AI can help you identify and attract your ideal clients with greater precision. You’ll learn where to start when incorporating AI-driven tools into your marketing strategy and how to automate key processes for efficiency. Plus, we’ll share simple yet powerful steps you can take to enhance your firm’s online presence, improve client engagement, and stay ahead in a competitive market. Whether you’re new to AI or looking to refine your approach, this session will provide actionable insights to help you grow your practice with confidence.

Register for Xero Hour

Leveraging AI to market your practice may sound complex, but it doesn’t have to be. In this session, join Jay Kimelman, President - High Rock Accounting, as he explores how AI can help you identify and attract your ideal clients with greater precision. You’ll learn where to start when incorporating AI-driven tools into your marketing strategy and how to automate key processes for efficiency. Plus, we’ll share simple yet powerful steps you can take to enhance your firm’s online presence, improve client engagement, and stay ahead in a competitive market. Whether you’re new to AI or looking to refine your approach, this session will provide actionable insights to help you grow your practice with confidence.

Register for Xero Hour

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