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Self-Study CPE
ESTATE PLANNING BOOTCAMP: THE BASICS OF ESTATE PLANNING FOR NON-LAWYERS
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STREAMLINED WORKFLOW & BEST PRACTICES FOR VIRTUAL BOOKKEEPERS
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SOLVE YOUR CLIENTS' THREE BIGGEST HEADACHES USING TSHEETS + XERO
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ESTATE AND GIFT TAX COMPLIANCE AND PLANNING SOFTWARE: BLOOMBERG BNA DEMO
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ESTATE PLANNING ESSENTIALS: AVOIDING COSTLY MISTAKES
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THE CURE FOR HOLIDAY E-COMMERCE CHAOS
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TSHEETS PRO CERTIFICATION
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AUTOMATE TIME-TRACKING TO SIMPLIFY PAYROLL
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GET TO KNOW SMARTVAULT FOR ACCOUNTING SERVICES: DEMO
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APP HAPPY: THE SIMPLE 6-STEP PROCESS FOR CHOOSING THE RIGHT APPS FOR YOU
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Introtoxero2

INTRO TO XERO: THE ONLINE ACCOUNTING SOFTWARE ALTERNATIVE TO QUICKBOOKS

Available Date(s) Thursday, July 27, 2017
Thursday, August 10, 2017
Thursday, August 24, 2017

4:00pm Eastern
3:00pm Central
2:00pm Mountain
1:00pm Pacific
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."

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.learningmarket.org.

CPAwebengage Inc. 1857. W 34th Ave, Denver, CO 80211