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Convertingqb xero

CONVERTING YOUR QUICKBOOKS CLIENTS TO XERO

Cost Free
CPE Credits 1.0 hour
Subject Area 1.0 - Other
CE Credits 0.0 hours
Course Level Basic
Instructional Method Group Internet Based
Prerequisites None
Advanced Preparation None
Course Description

Moving clients from QuickBooks to Xero brings lots of opportunities and a few challenges – but we're here to help you with both. In this webinar, you’ll learn how to select best-fit clients, evaluate app solutions, and prep for the conversion tool. Plus we’ll share powerful strategies for effective client communications (before and after the switch) to ensure a successful conversion.

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Cristina Garza

Accountingprose
Owner, Chief Number Cruncher
cristina@accountingprose.com
5125010423

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Cristina’s career in finance began in the mortgage industry. She has developed her keen eye for detail and unrelenting customer service while serving as Loan Officer, Loan Processor, Office Manager, CFO of the Diamond Cutter Institute and as the owner of Accountingprose, offering bookkeeping and payroll service. Her mission with Accountingprose is to help small businesses have ownership over their finances. She empowers small business owners by providing accounting software and bookkeeping solutions at a fair price, enabling them to focus their attention on income generating activities. Her greatest achievement has been to build a phenomenal team who truly cares about the success of their clients. When not working with clients, Cristina can be found lifting weights, hiking, biking or canning.

Frequently Asked Questions
  • To receive CPE credit, you must register for the webinar before it starts.
  • CPE is available to all eligible participants within 24 hours of each webinar.
  • To receive CPE for multiple attendees, at least one person must sign up for the webinar. The post-webinar email contains a link to instructions for the proctor letter. Alternatively, you may log in to your account following the webinar and click on the MY ACCOUNT button to find a link to instructions. For paid courses, payment needs to be made for each attendee before credit will be issued.
Handout Materials
Presentation Slides
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NASBA Approved

CPAacademy.org (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.nasbaregistry.org.

CPAacademy.org 1685 S. Colorado Blvd, Suite #205, Denver, CO 80222

About Our Presenter

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We empower small business owners by providing accounting software and bookkeeping solutions at a fair price, enabling you to focus your attention on income generating activities. Accountingprose is built on a foundation of community service and support for local, small business owners- especially those in need. We offer our time to Co+Hoots members and guests once per week, acting as a mentor and resource at no charge. In addition to this we also have partnered with Startup America, a program that helps young entrepreneurs be successful through training and mentorship.