5 Payroll CREDITS

The Payroll Quarter for all things Xero payroll - October 2017

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

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

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

Bank Reconciliation for Beginners

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

Video series - 21 MINUTES

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

Carrying out everyday tasks

Learn how to carry out key bookkeeping tasks, including Bank reconciliation, Sales invoicing and Purchase bills View course

Self-paced learning - 35 MINUTES

2 Advisor CREDITS

Reviewing client settings for accuracy

Learn how to review and edit all areas of General Settings in Xero, including Chart of Accounts View course

Self-paced learning - 10 MINUTES

Introduction to client onboarding

Check out this guide to using the client onboarding landing page and videos to get your clients up to Xero speed. View course

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