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

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Advanced tools

Find out about the advanced tools available in Xero. View course

Self-paced learning - 20 MINUTES

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App advisory badge: Professional services

This course is ideal for anyone who wants to recommend apps to their professional services clients. View course

Self-paced learning

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App advisory badge: Retail and ecommerce

This course is ideal for anyone who wants to recommend apps to their retail and ecommerce & clients. View course

Self-paced learning

New

App advisory badge: Trade and construction

This course will deepen your industry knowledge and show you how to match the needs of your trade and constructions clients with the right app, so they can optimize cash flow, profitability, and efficiency in their business. View course

Self-paced learning

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Banking

Find out about all the features available to keep the bank reconciliation up to date in Xero. View course

Self-paced learning - 40 MINUTES

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Bills & Purchase Orders

Manage cash flow, create purchase orders and easily keep track of bills you need to pay to suppliers. View course

Self-paced learning - 18 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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7 Migration CREDITS

Connecting apps with Xero

This course covers the basics of finding, using, and recommending apps. View course

Self-paced learning