CPAacademy.org | XERO LIVE PANEL: EFFICIENCIES IN CLIENT WRITE-UP

Content Provider

XERO LIVE PANEL: EFFICIENCIES IN CLIENT WRITE-UP

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

Who Should Attend Bookkeeper
CFO / Controller
CPA - small firm
CPA - medium firm
CPA - large firm

Series: Bookkeeper, CFOs and Controllers, Women in Accounting

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
7707157252

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.

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

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.

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About Our Presenter

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.