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Xeropanel

XERO LIVE PANEL: EFFICIENCIES IN CLIENT WRITE-UP

Cost Free   CPE Credits 1.0 hour   Subject AreaSpecialized Knowledge & Applications  Course LevelBasic  Instructional MethodGroup Internet Based  PrerequisitesNone  Advanced PreparationNone  Who should attend?Bookkeeper
CFO / Controller
CPA - small firm
CPA - medium firm
CPA - large firm 
Course Description

If write-up work pushes you beyond busy during busy season, this webinar is a must attend. Join our panel of experts for tech and tips to streamline the client write-up process. Hear which tools, automations and best practices can help you gain efficiencies now and throughout the year.

Learning Objectives

  • Automating data entry.

  • Time saving tools (in and out of Xero).

  • Key applications and solutions.

  • Tying in value-added services

Marie Jung

Xero
Partner Marketing Manager
marie.jung@xero.com
(415) 583-5723

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I’m a reformed number cruncher with a wild streak for B2B marketing. My specialty is driving adoption of professional service products in SaaS and desktop software lines.

For 10 years, I’ve enjoyed progressive experience in marketing, product management, partnerships and team leadership – all cumulating in my role at Xero. Here, I run the US partner marketing team, in what’s been described as a David vs Goliath story.

Handout Materials
Presentation Slides
Frequently Asked Questions
  • To receive CPE credit for the event, you must register for the webcast prior to the start of each program.
  • CPE is available to all eligible participants within 24 hours of each webinar.
  • Multiple attendees: In order to receive CPE for multiple attendees, ensure that at least one person signs up for the webinar. At the completion of the webinar a proctor form is provided. Alternatively, you may also login to your account following the webinar and click on the MY ACCOUNT button where you will find a link to the proctor letter.

Nasba

NASBA Approved

CPAwebengage, Inc. (Sponsor Id#: 111889) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.learningmarket.org.

CPAwebengage Inc. 1857. W 34th Ave, Denver, CO 80211

About our sponsor
Cpawebengagelogo

At CPAacademy, we believe in the utilization of free live online education to support our clients in maximizing exposure and selling their professional services. As the accounting industry’s most innovative independent source for online education, the strength of CPAacademy.org comes from our community of presenters and sponsors.