On-demand training for a successful setup

Let’s set you up for success with an on-demand training package alongside the support we’ll provide.

Consultation

Implement successfully using the best conversion practices for migrating clients to Xero, and have a sound plan for training staff.

Conversion consultation

Explore conversion methods, a framework for making decisions, and best practices for planning and migrating to Xero.

Education consultation

This basic training and education plan for your firm provides additional resources and learning opportunities for maximizing use of Xero.

Download PDF

Chart of accounts

Make use of Xero’s pre-built chart of account templates. Reporting is made easy with accounts already classified with report codes.

An accountant works at a laptop covered with Xero stickers.

Watch convert clients to Xero (video course)

Implementing Xero in your practice

Your partner consultant will walk you through how to implement your plan for setting up Xero and educating your staff.

Guided first client onboarding

Your partner consultant will schedule a two-hour workshop to help onboard your first client to Xero and can cover importing historical data.

Practice books setup

Xero offers a guided setup, migration and best practice session when bringing your practice books over to your free edition of Xero.

Training

Lay the foundations for success with all-encompassing advisor certification training and courses on best practices and report templates.

Xero advisor certification

Xero advisor certification shows you how to use the core features of Xero to help you advise your clients. You determine the pace to go at.

Best practices and workflows

Learn more about best practices for efficiency using Xero, including how to structure workflows and increase productivity. Watch the video c

Report templates and reporting

Follow along using the demo company to accelerate your understanding of report templates in Xero. Watch the video course below.

Two practice staff work through advisor certification training courses on their laptops.

Watch best practices (video course)

Watch reporting in Xero (video course)

Initial client implementations

When you’re ready, your partner consultant will walk you through your initial implementations.

Two hands entering information into Xero on a laptop.

Additional resources

Marketing support and resources

Xero partners receive support from Xero to help grow your client base and are eligible for reimbursement of some marketing expenses.

Learn about the partner marketing fund

How to vote for Xero product improvements

We’d love your input to help improve Xero. Your vote on product ideas can help us decide the order in which to implement them.

Provide input on product ideas

Additional webinars and educational content

Our education and partner services teams are continually developing new content to help your practice grow, scale, and improve.

View upcoming live events here

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Become a Xero partner

Join the Xero community of accountants and bookkeepers. Collaborate with your peers, support your clients and boost your practice.