Meet the Houston team
We're the Account Management team. It's our job to analyze your practice needs and help you optimize Xero and set your firm up for success. I'll be here through your practice's journey as you grow on our platform
Partner Development Representatives
We help get you started with the Partner Program, setup your Partner Edition account, and answer any questions along the way.
Get to know Xero and the team online or in person
Check out our live and online courses, webinars and events where you can learn all about Xero and how to get the most out of it.
5:00pm - 7:00pm CT
Este evento te presenta los beneficios de trabajar en conjunto con Xero y te brinda una visión general de soluciones y servicios disponibles a tu alcanze. Al mismo tiempo te brinda la oportunidad de impulsar tu red de contactos y conversar “chatear” con los asesores de Xero sobre cómo las herramientas disponibles para administrar su práctica han mejorado las operaciones de su empresa.
Una pequena agenda:
Llegando y conociendonos
Una breve historia de Xero y los planes para el futuro.
Una descripción general a un nivel mas alto de Xero y las herramientas al alcanze de el contador.
Los beneficios del Xero “Partner Program” y cómo comenzar
Preguntas y más tiempo para conocernos y establecer contactos
Registrate hoy mismo. Te esperamos
* Este evento está destinado a contadores y contables. Si es propietario o trabaja para una pequeña empresa, visítenos aquí para obtener más información sobre cómo el software de contabilidad en línea de Xero está diseñado para facilitar las pequeñas empresas.
This event introduces you to the benefits of a Xero partnership – and provides an overview of the solutions and services available to you. It’s also a great chance to boost your network and chat with Xero advisors on how the practice management tools have improved their firm’s operations.
Here’s a quick agenda:
Check-in and networking
A brief history of Xero and upcoming plans
A high-level overview of the Xero product and accountant-side tools
The benefits of the Xero Partner Program and how to get started
Questions and more networking time
Space is limited. So please complete the form and register today.
*This event is intended for accountants and bookkeepers. If you own or work for a small business, please visit us here to learn more about how Xero's online accounting software is designed to make small business easier.
8:30am - 4:00pm CT
Houston CPA Society
777 Post Oak Blvd #500, Houston, TX 77056
Xero Certification has been built with help from real Xero advisors. This course will give you the skills you need to carry out your client work in Xero. Pulling real-life context into the course that you can relate to and apply once you've finished the course!
This course is an all-day course and is worth 4 CPE credits. You must attend the whole session to obtain the 6 CPE credits.
Partner Edition is required to take this course. If you need Partner Edition, please contact your account manager or sign up here.
- Navigating Xero HQ
- Converting a client to Xero
- Utilizing Xero's everyday features
- Running basic reports
Lunch will be provided on the day.
We hope to see you there!
*This event is intended for accountants and bookkeepers. If you own or work for a small business, please visit us here to learn more about how Xero's online accounting software is designed to make small business easier.Register
10:00am - 5:30pm CT
Hyatt Regency Houston
Imperial Ballroom, 1200 Louisiana Street, Houston, TX 77002Imperial Ballroom
Put it on your calendars: Xero will be at the Small Business Expo – America’s biggest event for entrepreneurs and business owners. Come say hello at one of our booths.Register
9:00am - 2:00pm CT
Houston CPA Society
777 Post Oak Blvd, #500, Houston, TX 77056
The accounting industry is changing...What's driving change in the industry? What makes your business tick? How are Xero Advisors responding to change? What are your business goals and how can you achieve them? Accelerate explores these questions and more within a collaborative environment that includes your peers, providing a unique experience for you to combine mental forces and learn from each others' experiences.
During this workshop, you will:
1. Focus on you - There are no generalizations in this workshop. You'll work in a small, hands-on
group and address your toughest challenges. This is all about you and your
2. Create your own action plan - This is a working session. You leave with a real-life, made-just-for-you action
plan complete with goals and step-by-step phases to achieve them.
3. Learn the tools and technologies - We'll help you uncover the pros & cons of the top tools and technologies that
are driving smarter small business accounting.
4. Meet people just like you - Grow alongside your peer group, made up of folks just like you, who are at a
similar stage in their business. Think and work together in a small intimate group. Learn from others' experiences and benefit from collaboration.
5. Discover a true partner - You, Xero and industry leaders: Put them all together and discover the benefit
of a true technology partner.
*This event is intended for accountants and bookkeepers. If you own or work for a small business, be sure to explore Xero’s online accounting software and the tools and features designed to help you save time and get paid faster. Then you can spend more time on what you love – your business.Register