Partner toolkit > Marketing resources > Running a successful Xero event for small business clients

Running a successful Xero event for small business clients

These two best-in-class presentations and other resources will help you run successful workshops and events that help clients run their business better. They cover why and how to get started on Xero.

Build a better business with Xero

Introduce clients to the power of online accounting with Xero. Explain how their data is kept secure, demonstrate bank feeds and bank reconciliation, show the Xero dashboard, and discuss collaboration and integration with over apps.

Event Planning Guide

Event planning guide

Download (PDF)
Slide presentation

Slide presentation

Download (PPT)
Event Planning Guide

Presentation Plan

Download (PDF)

Get started with Xero

Use these learning resources for customers who are just getting started with Xero. They cover setting up the Xero dashboard, the organization, accounts, bank accounts, reconciliation, bills, invoices and reporting.

Event Planning Guide

Event planning guide

Download (PDF)
Slide presentation

Slide presentation

Download (PPT)
Event Planning Guide

Presentation Plan

Download (PDF)

More about marketing and hosting events

Event Planning Guide
Host your own accounting event

How do you get people to attend and make sure you get ROI from your event? Explore best practice for Xero partner events.

Learn more

Event Planning Guide
Xero partner marketing guide

This guide shows you how to attract new Xero clients, grow your business, and provide more value for your existing clients.

Learn more

Event Planning Guide
Promote your value to clients

Find out how to get small business owners to recognize the value you can provide and decide to 
hire you.

Learn more