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.
- Prepare to switch clients
- Evaluate your client list
- Start converting
- Select a vertical
- Understanding add-ons
There is no pre-course preparation required.
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