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Self-Study CPE
TECH STACK IMPLEMENTATION - FOR REAL!
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AUTOMATE TIME-TRACKING TO SIMPLIFY PAYROLL
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INTRODUCTION TO QUICKBOOKS ONLINE FOR ACCOUNTANTS: PART TWO
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INTRODUCTION TO QUICKBOOKS ONLINE FOR ACCOUNTANTS: PART ONE
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Free cpe webinars
Run Your Practice Remotely With Xero

RUN YOUR PRACTICE REMOTELY WITH XERO

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

As more practices move to remote working, we want to ensure you get the most out of Xero and our practice tools. In this webinar we'll explore the tools that keep the momentum of day-to-day practice tasks; like going paperless, having effective meetings, and working with clients remotely.


  • Set up your staff. You’ll learn ways to efficiently work online with staff to support the continuity of your business.

  • Keep connected with clients. We’ll look at some features and functions included with a Xero subscription to help you collect information and documents virtually,  and maintain your online workflow. We’ll also discuss tools you can use to meet with clients virtually.

  • Stay connected. We’ll go over some ways to keep yourself in the community of your colleagues and peers virtually.

  • Get support.  Lastly, we’ll go over how to get help and support through our hub, Xero Central.

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Treva Dean

Xero
Senior Instructional Designer
treva.dean@xero.com

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Treva graduated Oklahoma State University with a Bachelor’s degree in Accounting. After putting those skills to work at a Fortune 100 company, she realized she loved the theory more than the practice, and decided to teach accounting instead. While teaching, she earned a Master’s in Adult Education. She then shifted to training in the accounting software industry. She joined Xero in 2016 and loves helping people learn more about her favorite accounting software by creating and presenting Xero’s educational content.

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.
Handout Materials
Presentation Slides
Nasba

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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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.