Back to your search

Xero for your professional service clients

Video learning

Free

1 HOUR

Learning objectives

In this course you will learn how to nurture your relationship with professional service clients using best-in-class technologies and strategic processes.

Course outline

    • Value of adopting a client vertical
    • Professional services as a vertical
    • Best in classs solutions
    • Client and firm impact of verticalization

Pre-course preparations

There is no pre-course preparation required.

Topics covered

  • Growth
  • Apps

More courses you might be interested in

New - 5 Payroll CREDITS - 1 CPE CREDIT

The Payroll Quarter for all things Xero payroll - April 2018

Your quarterly one spot stop to stay up-to-date on the latest happenings with Xero Payroll in the US. View course

Self-paced learning - 45 MINUTES

40 Migration CREDITS - 3 CPE CREDITS

Xero Migration Certification (self paced)

Successfully moving your new and current clients onto Xero can sometimes become stalled. We've come up with a certification course to prepare you and your practice for accurate and efficient migration of your clients onto Xero. View course

Self-paced learning - 2 HOURS 30 MINUTES

40 Advisor CREDITS

Xero Advisor Certification (Self Paced) without CPE credit

You need partner edition to take this course. Get a good grounding in the key principles to convert clients, work in Xero and analyze reports View course

Self-paced learning - 4 HOURS

Still not what you're looking for?