Join Ted McRae, the Regional Sales Director for Southern California, and chase away those data entry gremlins with a fun and insightful webinar on client write-up. Hear how panelists Blake Oliver, CEO, Cloudsourced Accounting LLC, William Slade, Founder, Slade & Company and Andy Peterson, Director of Business Development, Kahuna Business Solutions are leveraging Xero to help streamline their year end workload. You'll also learn tips & tricks to transform write-up work to value-add billing.
- leverage Xero to streamline year end workload
- transform write-up work to value-add billing.
There is no pre-course preparation required.
More courses you might be interested in
Embrace Your Superpower
Learn how to harness and apply your super powers toward intentional risk-taking. View course
New - 2 Advisor CREDITS - 1 CPE CREDIT
Scaling During Tax Season
Note: You only need to complete one of two to receive credit for this course. Grow and scale your practice during tax time, with help from our panel View course
40 Advisor CREDITS
Xero Advisor Certification (Self Paced) without CPE credit
Get a good grounding in the key principles to convert clients, work in Xero and analyse reports View course