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: The benefits for your business (1 CPE) - June 10

Change is hard but Xero makes it easy! In this webinar, we’ll take you through the benefits of switching to Xero along with demonstrating tools and features in the platform that deliver time-savings, automation, and efficiency improvements to your workflows. Learn how to get started and why Xero is the preferred choice among accountants, bookkeepers, and small business owners.

Register for Switching to Xero session

Change is hard but Xero makes it easy! In this webinar, we’ll take you through the benefits of switching to Xero along with demonstrating tools and features in the platform that deliver time-savings, automation, and efficiency improvements to your workflows. Learn how to get started and why Xero is the preferred choice among accountants, bookkeepers, and small business owners.

Register for Switching to Xero session

In the Ring: Xero vs Quickbooks - The Ultimate Matchup - May 13

Don't miss this heavyweight showdown as Xero and Quickbooks step into the ring for a round-by-round battle! Watch as these industry titans trade blows on pricing structures, feature functionality, and comprehensive partner programs. Our expert commentators, Amanda Aguillard of Padgett, and Nicole Davis of Butler-Davis Tax and Accounting will break down each contender's strengths, weaknesses, and unique selling propositions as they go toe-to-toe across multiple rounds of intense comparison.

Register for the Ultimate Matchup

Don't miss this heavyweight showdown as Xero and Quickbooks step into the ring for a round-by-round battle! Watch as these industry titans trade blows on pricing structures, feature functionality, and comprehensive partner programs. Our expert commentators, Amanda Aguillard of Padgett, and Nicole Davis of Butler-Davis Tax and Accounting will break down each contender's strengths, weaknesses, and unique selling propositions as they go toe-to-toe across multiple rounds of intense comparison.

Register for the Ultimate Matchup

Xero Hour: The Standard Operating Procedures of SOPs - May 15

In this interactive session, join Kristy Monahan, Director of Operations at Accounting Elements, as she explores the best practices for creating, organizing, and maintaining Standard Operating Procedures (SOPs) that work for your accounting firm. We’ll cover the key components of effective SOPs, their benefits, and how to avoid common pitfalls, all while sharing practical examples and tools to streamline the process. From tailoring SOPs to your team’s skill levels to leveraging tools for efficiency, you’ll walk away with actionable tips to make SOPs a valuable and accessible resource for your team.

Register for Xero Hour

In this interactive session, join Kristy Monahan, Director of Operations at Accounting Elements, as she explores the best practices for creating, organizing, and maintaining Standard Operating Procedures (SOPs) that work for your accounting firm. We’ll cover the key components of effective SOPs, their benefits, and how to avoid common pitfalls, all while sharing practical examples and tools to streamline the process. From tailoring SOPs to your team’s skill levels to leveraging tools for efficiency, you’ll walk away with actionable tips to make SOPs a valuable and accessible resource for your team.

Register for Xero Hour

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

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

Supercharge your data & insights with Xero reporting - Recurring monthly!

Discover how Xero’s reporting suite can benefit your practice and deliver valuable insights for your clients. Gather important data using enhanced dashboards, save time by creating custom reports for your entire client base, and simplify month and year-ends with report packs.

Register here

Discover how Xero’s reporting suite can benefit your practice and deliver valuable insights for your clients. Gather important data using enhanced dashboards, save time by creating custom reports for your entire client base, and simplify month and year-ends with report packs.

Register here

Branching into advisory: How Xero can help - Recurring monthly!

Advisory services are quickly becoming one of the fastest ways to grow your practice. However, it’s not always clear how to start offering them or what tools and data are required. That’s where Xero comes in! This session explores the different types of services that can fall under the “advisory” umbrella and how to leverage our platform to start delivering some of them to your clients.

Register here

Advisory services are quickly becoming one of the fastest ways to grow your practice. However, it’s not always clear how to start offering them or what tools and data are required. That’s where Xero comes in! This session explores the different types of services that can fall under the “advisory” umbrella and how to leverage our platform to start delivering some of them to your clients.

Register here

Webinars for new Xero partners