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Certifications : Xero

All firms listed in the directory have staff members trained in Xero and eight or more clients on Xero. Xero partner Georgia Goodman from Leech & Partners has been #XeroCertified for seven years. “For me, being #XeroCertified means we’ve put in the time to educate ourselves on Xero. Take time to figure out if one is going to be enough, then forge ahead if you feel like you need a little more.

  • QuickBooks has the more straightforward certification program, though the test does add in a hurdle.
  • You can use badges in physical and online marketing material to promote your practice’s Xero partner status, certification status and your individual expertise.
  • Choose from online courses, a webinar, a live classroom or if you already know Xero well you can take our fast-track assessment.
  • It is hosted in the cloud and simplifies the process of managing payroll and meeting your fiduciary responsibilities to stakeholders.

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First, you attend some classes offered by Intuit, then you work through the practice materials, and finally you take an exam. Let me start by saying, these are just two of the more popular programs. One of the keys to being a trusted advisor is finding solutions that work for your clients, regardless of the perks offered by a vendor.

  • 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.
  • Our webinars will now include tips specifically for our partners to get the most out of Xero, chances to win spot prizes as well as guest appearances from Xero leaders.
  • If you’re a QuickBooks Proadvisor, you get access to QuickBooks certification for free.
  • After you get your 40, you’ll need to complete 20 credits worth of training over the following year to keep your Xero certification.
  • In fact, accountants are one of the best resources accounting software vendors have.

Once you have completed this course, you have the option to acquire an official Diploma, which is a great way to share your achievement with the world. See how to get listed in the Xero advisor directory and how to make the most of the opportunity. Your accountant or bookkeeper can be a valued business advisor so check what to look for when you choose one.

List your practice in the advisor directory

In fact, accountants are one of the best resources accounting software vendors have. You promote the product to your clients, you provide feedback on features and functionality, and you support a recurring revenue model that makes SaaS companies tick. If you’re a QuickBooks Proadvisor, you get access to QuickBooks certification for free.

Knowledge & Skills You Will Learn

Your practice can earn points in a number of ways, including bringing clients on to Xero and using Xero products. When you join and become Xero-certified, you get a Xero subscription for your practice, plus access to Xero HQ for managing clients. 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. The first step is to figure out which products you enjoy the most and which you’re willing to recommend. Xero champions are firms whose team members have completed the most Xero training and who are growing fast.

What’s a Xero champion?

Get a free listing in the Xero advisor directory once you reach bronze partner status. Looking to the future, Xero certification will continue to evolve to make sure our partners are getting the best education possible. In response to your feedback last year, we’ve already implemented some exciting changes to the live product update webinars for this year. Our webinars will now include tips specifically for our partners to get the most out of Xero, chances to win spot prizes as well as guest appearances from Xero leaders.

Most of the larger accounting software vendors provide extra training, support, and certification programs geared specifically toward accountants and bookkeepers. 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. Xero certification can be completed through online courses, a live webinar or a fast-track Xero advisor certification.

Support

No one wants to do business with the company pumping the best deals for its own employees – people want to work with companies that put the client’s interests first. Gain your Xero certification online with education and training that will help you advise your business clients. This course is designed primarily for students with no prior expertise in accounting and offers training broken down into manageable segments. Join the Xero community of accountants and bookkeepers for more efficient collaboration, task automation and streamlined workflows. Take education courses to boost your knowledge and earn Xero certifications.

Small business owners can browse for an accountant or bookkeeper by location or use Xero’s matchmaking tool to find a Xero partner who works with similar businesses to theirs. When you reach bronze partner status, you’ll get a free listing that you can customize to showcase your expertise. Xero partners receive digital badges when they reach a certain status level, or if their staff have completed with 3.3k likes on a facebook page, how many people does this equal 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. As your practice moves from new partner to bronze, silver, gold and platinum status levels, you’ll unlock more benefits. As an accountant, working with a software vendor that you trust and respect can be a rewarding two-way street.

If you go through these two free programs and pass your certification test, you’re eligible for listing in the QuickBooks Find-a-Proadvisor directory. Collaborate with your peers, support your clients and boost your practice. Join over 250,000 accountants and bookkeepers using Xero in their practice. While QuickBooks has Proadvisors and Certified Proadvisors, Xero offers varying levels within its Partner program, based on the number of clients you have. There are six different levels of Partner – feel free to dive into the details on Xero’s site. While there are a lot of moving parts, the biggest change along the way is the discount you can offer to your clients and the budget you get from Xero to promote its products.

QuickBooks has the more straightforward certification program, though the test does add in a hurdle. Xero’s certification is one step on a long road of points and kickbacks that can help you gamify your whole business and could lead to a major change in your workflow. The classes are two-day seminars and come in QuickBooks Online and Desktop flavors. In either version, you’ll spend the first day on basics and the second day going over more advanced topics.

Xero certification takes place over a series of seminars and requires 40 Xero University credits for the initial certification. XU credits are similar to college or CPE credits, and you’ll generate them from a variety of classes offered by Xero. QuickBooks certification is like many other certifications, in that it’s a resume booster. There’s obviously a lot of value in knowing the information, but the real value probably comes from the credibility the certificate lends to you and your business. Take a self-pace certification course, attend a webinar or take the fast-track assessment to complete your certification. To successfully complete this course and become an Alison Graduate, you need to achieve 80% or higher in each course assessment.

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