Partner toolkit > Marketing resources > Run a successful Xero event

Run a successful Xero event

The choice is yours

Not every client is the same. That’s why you have options to direct your customers across their Xero experience. Whether they’re new to online accounting or just new to Xero – these resources guide them to run a better business.

Bring Xero’s best-in-class presentations to your customers. Now you can work directly to share and teach all things Xero – including why and how to get started.

Build a better business with Xero

Introduce clients to the power of online accounting.

This 45-minute, easy-to-understand presentation details the:

  • Benefits of the cloud

  • Bank-level security

  • Bank feeds

  • Real-time collaboration

Get started with Xero

Use this educational resource for customers who are just getting started.

This two-hour presentation includes in-app demos:

  • Xero dashboard and organization settings

  • Types of accounts and account setup

  • Bank account setup, bank statement importing and bank reconciliation

  • Bills and invoice settings

  • Reporting – income statement, balance sheet and more

Downloadable resources

Event planning guide (.pdf)

Presentation plan (.doc)

Presentation (.ppt)

Handout (.pdf)

Downloadable resources

Event planning guide (.pdf)

Presentation plan (.doc)

Presentation (.ppt)