Content Provider
Xero logo

Blankbox
Self-Study CPE
ESTATE AND GIFT TAX COMPLIANCE AND PLANNING SOFTWARE: BLOOMBERG BNA DEMO
View Details/Register
REASONABLE COMPENSATION REPORTS SOFTWARE DEMO
View Details/Register
SERVE A GREATER PURPOSE IN CLIENT ESTATE PLANNING THROUGH CHARITABLE GIVING
View Details/Register
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

Linkedin

Marie Jung

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

Xero logo

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.nasbaregistry.org.

CPAwebengage Inc. 1685 S. Colorado Blvd, Suite #205, Denver, CO 80222

About Our Presenter

Xero logo
Xero is beautiful, easy-to-use online accounting software for practices and their clients. The company has over 700,000 subscribers in more than 180 countries. Xero seamlessly integrates with over 500 third-party tools, including solutions for CRM, point-of-sale, time tracking, eCommerce, inventory and more. Xero also provides dedicated resources to its valued Partners, such as free practice software, easy client conversion tools, free 24/7 support, ongoing educational sessions, a dedicated account manager, and marketing assistance to name a few. It’s no wonder Xero has ranked No. 1 by Forbes as the World's Most Innovative Growth Company for two years running. To get started on your Xero journey, please visit xero.com/us/partners.