Find a Bookkeeper or Accountant Near You

It teaches them how to get the most out of Xero, and is an important certification to add to their resume. You may like to learn about core bookkeeping jobs, from data entry to bank reconciliation, reporting and tax preparation. The course Create an efficient workflow for your business will teach you these tasks and how they will help you with running your business. Once you know how to set up your small business for success in Xero, it’s time to upskill. If you’re looking for an accountant who specializes in Xero, you can search for an accounting advisor through their website by location and industry. See how to get listed in the Xero advisor directory and how to make the most of the opportunity.

Gaining a Xero advisor certification will give you valuable skills that allow you to offer Xero services to clients. An accountant and bookkeeper who is a Xero certified advisor will be properly educated on the Xero platform and able to perform Xero services efficiently and effectively. As such, they’ll be able to offer a better service to clients seeking advisors proficient in Xero, and ultimately add to the existing services provided by the firm. Those who complete the course will also be awarded an official certificate that can be promoted by both the individual and the firm. Looking to the future, Xero certification will continue to evolve to make sure our partners are getting the best education possible.

Accounting software

Xero is a great option for large teams and small- to medium-sized businesses that need high-level accounting systems. It’s also a good fit if you want to integrate Gusto Payroll to your accounting platform. Xero, FreshBooks and QuickBooks all offer 30-day free trials and extensive features for online support, including a live chat, email support and a knowledge base. All three of these offer the ability to scale their accounting for larger businesses and both Xero and QuickBooks offer specific training for accountants. These companies offer Gusto integration for the same price—$40 per month and $6 per month per person. On the other hand, FreshBooks may be a better fit for freelancers and solopreneurs, as the capabilities are easier to navigate.

What is #XeroCertified?

You’re able to send 20 quotes and how to depreciate furniture invoices per month, enter five bills, reconcile bank transactions, capture bills and receipts with Hubdoc and view a short-term cash flow and business snapshot. While Xero’s plans start at a cheaper price, QuickBooks offers more features across its plans. Then again, QuickBooks requires user limits for each plan while Xero doesn’t. We compared the two options in terms of their key features, pricing and customer service to help you decide which is right for your business. Xero includes extensive features that make it suitable to handle complex accounting processes for small- and medium-sized businesses as well as larger ones.

While human error will always play some role in security breaches, you can be confident in your accounting platform when it comes to keeping your information safe. All three plans come with an optional add-on for payroll with Gusto for $40 per month plus $6 per month per person. Gusto is a platform that automates payroll filing for all 50 states in addition to automating payroll taxes, deductions and filings and providing employees with the platform to view pay stubs and W-2s online. Xero partners receive digital badges when they reach a certain status level, or if their staff have completed Xero certification courses with specialist badges. You can use badges in physical and online marketing material to promote your practice’s Xero partner status, certification status and your individual expertise. If you’re not yet #XeroCertified but want to upskill in 2022, read on to find out more about Xero’s Advisor Certification and hear from fellow Xero partners on how it’s been useful for them.

1. Payments are due by the end of your monthly billing period based on the date you purchased your subscription.
2. We know how important education is to you so we’ve put a lot of work into making it easier to access.
3. The #XeroCertified quarterly product update webinars inform you of key product changes, help you work efficiently with Xero products and support your clients more effectively.
4. Today’s leading accounting platforms offer standard security features like data encryption, secure credential tokenization and more.
5. Xero may be harder to learn than a simpler invoicing platform like Square Invoices or Zoho Invoice.
6. If you’re not yet #XeroCertified but want to upskill in 2022, read on to find out more about Xero’s Advisor Certification and hear from fellow Xero partners on how it’s been useful for them.

Showcase your skills with Xero certification

Keep in mind that these services charge a fee to process payments the 7 best expense tracking apps for smarter business travel (usually around 2.9% plus 25 cents per transaction, though this varies by the payment processor). Xero certification can be completed through online courses, a live webinar or a fast-track Xero advisor certification. Keep in mind that the ability to use multiple currencies in the software and invoice is limited to the company’s highest tier, at $70 per month. If using multiple currencies is a priority to you, consider other platforms that offer this capability at a lower cost. Zoho, for example, is accounting software with a free invoice platform that allows you to bill in multiple currencies.

If you want to know how best to set up your business correctly in Xero, check out the guide for Getting ready to use Xero. The Xero education team has created hundreds of experiences to help you use Xero to build your business. Here’s some ideas on where to start, whether you’re new to Xero or you’ve been with us for a while. We know it’s not enough to just create really #beautiful accounting software – we also need to teach you to use it. Spending time educating yourself on Xero can help you get time back once you’ve built up your confidence. Today’s leading accounting platforms offer standard security features like data encryption, secure credential tokenization and more.

Read our 2024 Xero review to find out if it’s the control accounts a level study right solution for your business. You may prefer to learn how to set up your small business in Xero through interactive webinars. These regular events are hosted by our Xero education team (many of whom are former teachers, tutors and accountants) and you can register for them on Xero Central. For example, if you’re moving from another accounting system, read Move your business to Xero for tips on bringing your financial information with you.

Be sure to also sign up for Education Month, a virtual event that runs across the globe. You can attend webinars and hear from the Xero team, get tips and tricks to make the most of Xero, and other diverse topics ranging from wellbeing to thought leadership. Our informative small business education guides were created specifically for you. These guides cover common business challenges that small businesses face and solutions that may help. After a 30-day trial period, Xero will bill a monthly charge of $13 per month for the Early plan, $37 per month for the Growing plan and $70 per month for the Established plan.

The software makes it easy to pay bills, claim expenses, accept payments, track projects, manage contracts, store files and more. Interested in becoming #XeroCertified to make sure you’re getting the most out of Xero? Join the 100,000+ #XeroCertified individuals globally and start your learning experience to certification here. You probably know by now that when you have a question about Xero, Xero Central is your first stop. But did you know it’s also your home for proactively learning about Xero? We know how important education is to you so we’ve put a lot of work into making it easier to access.