Hello Bay Area Community! Your local team will be hosting a web series throughout August & September. Each webinar will build off the last, taking you along the Xero Journey!

10/07/20 @ 12pm PDT

Getting to Know Xero

Learn the benefits of using Xero for your business. See an overview and high-level demo, including invoices, reporting, and banking in this webinar.

10/14/20 @ 12pm PDT

Up & Running in 60 Minutes

Learn about the ways you can convert your clients to Xero. During this webinar, you will learn step-by-step how to get up and running in under an hour using the "fresh start" conversion method.

10/21/20 @ 12pm PDT

Best Practices

This course will cover best practices not covered in advisor certification in order to help take efficiencies in Xero to the next level, as well as build out your workflow and increase productivity.

10/28/20 @ 12pm PDT

Hubdoc + Xero

In this webinar, you'll learn about the automation that can be achieved by using Xero and Hubdoc together. Find out how to streamline your workflows and automatically extract the important data.

11/04/20 @ 12pm PDT

Reporting in Xero

This webinar will give you a chance to follow along using the demo company and new templates we've provided to help accelerate your understanding of Report Templates in Xero.

1:00pm - 2:00pm PT 

Join us every month for this live webinar and get to know the basics of Xero. Find out more about the key features, their benefits and how to start using them.