Content Provider
Method

Blankbox
Self-Study CPE
6 STEPS TO AN EXTRA 100K FOR YOUR BOOKKEEPING FIRM
View Details/Register
UNLOCKING FINANCIAL EFFICIENCY WITH RAMP
View Details/Register
INTRODUCTION TO FIRMTAMER PRACTICE MANAGEMENT SOFTWARE: LIVE DEMO
View Details/Register
BILL SPEND & EXPENSE: THE POWER OF CLIENT ADVISORY SUCCESS AT PARABLE ACCOUNTING
View Details/Register
BILL DEMO: STREAMLINE CASH FLOW WITH INSIGHTS & FORECASTING
View Details/Register
Free cpe webinars
The Top 5 Xero Workflows You Need To Automate
Software Demo Included
Computer Software and Applications

THE TOP 5 XERO WORKFLOWS YOU NEED TO AUTOMATE

Register
Cost Free
CPE Credits 1.0 hour
Subject Area 1.0 - Computer Software and Applications
CE Credits 0.0 hours
Course Level Basic
Instructional Method Group Internet Based
Prerequisites None
Advanced Preparation None
Who Should Attend CFO / Controller
CPA - small firm
CPA - medium firm
CPA - large firm
Course Description

Looking to get more out of Xero? Then you’re in luck. Register now for insights on how automation can extend the power of your Xero account from industry experts Martin Chee, Mamoon Syed, and Eilis McCann.

Learning Objectives:


  • Recognize how Xero automation can put hours back into your week

  • List strategies that keep your team focused on moving the business forward

  • Give examples of the top workflows for growing businesses using Xero

Linkedin

Eilis McCann

Method
Manager, SEO & Content Marketing
e.mccann@method.me

Method

Eilis McCann leads content and SEO at Method — the #1 QuickBooks CRM. A content marketer eager to see the impact her words have on the world, she loves discovering and sharing strategies that help small businesses succeed. In her spare time, you can find her dancing at concerts, exploring the outdoors, and trying out new restaurants!
 

Linkedin

Mamoon Syed

Method
Product Manager

Method

Mamoon has been part of the Method team for over two years. He originally started as a Professional Services Consultant, so he has plenty of experiencing helping small businesses on QuickBooks leverage the power of automation. Today, he works on Method’s actual platform as Product Manager.

Additional Materials
Webinar Technical FAQs
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.
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

Method
Method is the top-rated CRM for QuickBooks, with over 1,200 five-star reviews fromQuickBooks users and ProAdvisors. Method is also completely customizable, enabling smallbusinesses to create a software solution that matches their unique workflows. Whether youneed better lead tracking, more accurate estimating, streamlined proposal management, orsomething else entirely, Method has a solution for you.