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5 Steps to Adding your first Xero Client

Video learning



Learning objectives

Kickoff your Xero journey with a fast-paced, 40-minute webinar covering the details of adding a client. Join the Xero Education Team and Xero Partner, Cristina Garza from Accountingprose as she shares how she uses Xero in her firm. Discover the ins & outs of Xero Partner Edition, how to bring over the perfect client and best practices for working in Xero.

Course outline

    • Prepare to switch clients
    • Evaluate your client list
    • Start converting
    • Select a vertical
    • Understanding add-ons

Pre-course preparations

There is no pre-course preparation required.

Topics covered

  • Conversion

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