5 Reflections on Succession Planning

You have a clear strategy to sell or buy a business, but you also know, it's not easy. Facing succession planning – in a rapidly changing workforce – takes time, clarity and thoughtfulness. Adrian Simmons of Elements CPA details the experience of taking over his father's firm and shares tips for those looking to transfer the reins. View course

Video learning - 43 MINUTES

5 Steps to Adding your first Xero Client

Xero Accounting Partner Cristina Garza walks through the ins and outs of adding your first Xero client. View course

Video learning - 40 MINUTES

2 Advisor CREDITS

Adding employees to payroll

It's important to set up employees correctly before processing your first pay run. View course

Self-paced learning

New - 3 Payroll CREDITS

Adding value to your practice using Xero Payroll

Ensure your clients are the right fit and that they'll benefit from using Xero payroll. View course

Self-paced learning - 20 MINUTES

AICPA: Annual Executive Roundtable

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Live classroom

Bank Reconciliation for Beginners

The ins and outs to reconciling accounts in Xero. View course

Video series - 21 MINUTES

Bill.com Advanced Feature Set

Get instruction on Xero + Bill.com direct integration and data syncing. View course

Video learning - 1 HOUR

2 Advisor CREDITS

Budgeting for financial success

Understand how Xero's Budget Manager helps you use Xero to your best advantage for planning the financials of your client's business View course

Self-paced learning - 35 MINUTES

Building your Advisory Services

Dive into the nitty-gritty of adding client advisory services to your practice. View course

Video learning - 1 HOUR