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Introtoxero2

INTRO TO XERO: THE ONLINE ACCOUNTING SOFTWARE ALTERNATIVE TO QUICKBOOKS

Cost Free   CPE Credits 1.0 hour   Subject AreaSpecialized Knowledge & Applications  Course LevelBasic  Instructional MethodGroup Internet Based  PrerequisitesNone  Advanced PreparationNone  Who should attend? Bookkeeper
CPA - small firm
CPA - medium firm
CPA - large firm
Other
Small Business Owner 
Integrates withXero 
Course Description

Get a ‘big picture’ view of how we can help you to improve productivity and boost client relationships – simply by using Xero.

You’ll learn about Xero and how the various ‘editions’ (tailored to suit specific client types) come together to form a single, integrated solution. It’s a solution which includes full functionality for both clients and accountants, with all the advantages of working on a single ledger.

We’ll introduce you to the benefits of partnering with Xero and provide you with an overview of our pricing structure, also touching on the complete solution available for your practice including practice management via Practice Manager.

Learning Objectives

  • Why Xero

  • Demo of Xero

Testimonials

"Good intro to what looks like a very user friendly alternative to QuickBooks!"

"Very interesting to be introduced to one of the top competitors to QuickBooks. Worth looking into further as an alternative to QuickBooks."

"The information that was presented to very helpful."

"Good information about Xero in a short amount of time."

"It was a nice introduction to Xero for those of us who have never seen the workings of the software."

"Very good presenter. Very well-spoken."

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Carin D'Oliva

Xero
Education Specialist
carin.doliva@xero.com
(415) 806-1107

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Carin D'Oliva is an Education Specialist for Xero, based in the San Francisco office. She’s passionate about promoting effective and efficient business fundamentals that support the growth and sustainability of small businesses. Prior to Xero, she spent ten years growing a cost-effective, shared back office infrastructure for nascent nonprofit businesses. When Carin's not presenting Xero training courses to accounting partners, she can be found exploring wild open spaces and eating her way through San Francisco.

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

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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.