Partnering together in the Golden State

Xero and the California Society of CPAs are building a thriving community of small business partners … and that includes you. 

Articles and guides

Education

Upcoming events

Tue, 25 Jul 2017

40 Advisor CREDITS - 4 CPE CREDITS

Xero Advisor Certification (Webinar)

Get a good grounding in the key principles to convert clients, work in Xero and analyze reports View course

Live webinar - 4 HOURS

Tue, 25 Jul 2017

New - 2 Advisor CREDITS - 1 CPE CREDIT

Plan ahead before converting your clients QuickBooks file

Join us as we detail the steps for your clients QuickBooks-to-Xero conversion. Learn to prepare and upload your client's file – and then see what happens before, during and after the actual file conversion. View course

Live webinar - 1 HOUR

Wed, 26 Jul 2017

New

Converting to Xero

Moving to a new accounting platform can be overwhelming. Xero is here to help you with that process. Come learn how to choose the best clients to bring onto Xero and the simple steps needed to convert from your previous system to Xero. View course

Live webinar - 1 HOUR

Materials


Womens leadership forum

Creating a supportive network (PDF)

Looking into the crystal ball

Modern succession planning (PDF)

Fun and inspiration