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Clean up your client write-up with Xero

Self-paced learning
Launch course

3 Advisor credits


Learning objectives

Join Xero Partner, Jay Kimelman, CPA CITP, as he outlines how his firm, The Digital CPA, modernized write-up to grow high-value advisory services. And Xero's own, Peter Wen, CPA, illustrates how Xero streamlines the workload of year end books, with automation and real-time collaboration. Upon completion of the session, you will be able to: Update traditional client write-up processes. Leverage new cloud technologies. Build-in advisory services. Include Xero in a write-up offering and streamline workflow with Xero tools and features

Course outline

    • Understand the difference between a traditional write
    • up company and a Connected Practice
    • Building a platform with Xero as the platform hub
    • Creating an advisory practice
    • Getting to know Xero Partner Edition
    • Introduction to Xero for Business
    • Importing bank transactions
    • A glance at Find and Recode
    • Learn about Reports

    Pre-course preparations

    There is no pre-course preparation required.

    Topics covered

    • Bank
    • Reporting
    • My Xero

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