Categories: Bookkeeping

Why You Need A Xero Certified Advisor

So many hidden gems from these interviews.And come on over to the Bookkeeping Side Hustle FaceBook Group and ask more questions. The first step is to figure out which products you enjoy the most and which you’re willing to recommend. Xero certification is the badge of honour your eCommerce accountant should hold – ensuring that they can use Xero to its full potential, helping you to reach yours.

It should also be noted that the features offered in Xero are accessible for every user and not dependent upon the plan you sign up for. Advisor’s within the directory are rated by Xero based on the number of Xero clients they have and the members of staff specially trained and qualified to use it. To become a certified advisor, you must have completed a series of learning modules and a practical exam on Xero’s key features. This ensures your advisor has a strong understanding and knowledge of how to use Xero and the ability to teach you.

  • Xero partners receive digital badges when they reach a certain status level, or if their staff have completed Xero certification courses with specialist badges.
  • If you are looking for the best online Xero courses, this is the place for you!
  • A Xero champion also has a proven history of using Xero successfully for clients.
  • Its automation of task handling frees up your time to focus on your business and its other important needs.
  • 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.

New Zealand-based Xero is a cloud-based accounting application used by small and medium-Sized Businesses for connecting their banks, other business apps, accountants, and bookkeepers. Master Xero bookkeeping & accounting software in just a few hours with our complete Xero UK online training course. At Sleek we are a Silver Champion Partner who act for many startups, growth and established companies all over the UK. We don’t specialise within a particular industry but instead are experienced in many, ranging from tech to property, recruitment to retail. My personal opinion is that Side-Hustlers should pick EITHER Xero or QuickBooks Online or perhaps Wave (for serving very small businesses) and run with it.

Its automation of task handling frees up your time to focus on your business and its other important needs. With encrypted data and a secure login Xero has a particularly strong reputation for its cloud security measures. Its permission settings also allow you to restrict and control which users have access to aspects of your company’s data.

What is a Xero Advisor?

Make sure you’ve taken all the courses and you already have expansive knowledge about Xero before taking this exam to increase your chances of passing. Take education courses to boost your knowledge and earn Xero certifications. A comprehensive online course taught by a practicing CPA, CGMA, CPI, with BS tax.

Xero provides the latest accounting technology needed to help businesses save money, time and all importantly boost their growth. If you’re a QuickBooks Proadvisor, you get access to QuickBooks certification for free. 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.

Gain your Xero certification online with education and training that will help you advise your business clients. Upon completing the course, you should be able to operate Xero payroll for your company with confidence and knowledge. Lastly, we discuss some important topics such as setting up Single Touch Payroll (STP), end of financial year reporting, and the process of paying out unused annual leave. Eventually, we’ll learn how to set up different earnings pay items, such as ordinary hours, overtime hours, and allowances, and how to set up deductions like salary sacrificing and union fees. After two months of data impute, the second half of the course will be in the form of a comprehensive problem. In working through the entire problem, we will enter every standard type of transaction.

Sign-up for Xero’s free 30-day trial

Unlike the QuickBooks system, there’s no option to become Xero Certified without being a member of its partner program – again, this is free, so not a huge drawback. 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. Running your business while focusing on growth and managing your financials can be a lot to juggle.

Step 8 – After you successfully crack the exam you will be greeted with a certificate which you can download from your Xero Account. Twelve (12) courses are available for you to take — from completing your initial setup tasks to managing practice tasks with Xero HQ. After clicking “Get started, you’ll be redirected to a verification page. Click “Go to my inbox” to verify your email and click “Yes, it’s me — let’s get started”.

Best Center to Learn Accounting Fundamentals Course

Finally, certified Xero practitioners not only know Xero, but they know the best Xero apps for making Xero even more efficient and effective. Apps like Expandly that make importing sales orders into Xero quick, easy and automatic – making your business streamlined, profitable and as beautiful as Xero. Accordingly, you want to ensure that any accountant you use, uses Xero and knows how to use it well – enter the Xero certification. Also, if you’re using the free trial version, do your best to get certified before the trial duration ends.

The Xero certification course by Brainmeasures is really advantageous for all the individuals involved in the field of accountancy and finance. Accountants, CA and people into similar professions extensively use of Xero in their day to day work. It not only saves your time but makes it a lot easier to work on financial statements, etc.

It also includes other unspecified costs like a Xero subscription fee, a practice management system, and marketing materials. Xero offers a variety of resources to help you gain deeper knowledge about the software, its features, and how you can leverage the software to automate your accounting and bookkeeping. These blogs, podcasts, and videos will go a long way and will help you beyond your goal of receiving a Xero adviser certification.

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. That is to say, use these programs if they’re a good fit for your beliefs and practices, not because they seem like good ways to make easy money.

What is a Xero partner

Whether you are a small business owner or a financial professional, this course will help you better understand the features of Xero and how it can work for you. 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. Become an expert at the payroll function of Xero’s bookkeeping & accounting software using Xero’s Australian demo company.

Xero requires all of its partners to complete and pass quarterly updates about the product and industry. This keeps your accountant up-to-date on new ways of working, new product features, and new rules and regulations – all which could improve your business’ finances for the better. As Xero is a cloud-based accounting and its unique and helpful features Xero Accounting is gaining major popularity and this can also be the right time to get a Xero Advisor Certification.

Yes, I am a professional having 5 years experience in accountancy field being a professional auditor in a Public sector Bank and professional book keeper, you can definitely trust me. Take time to figure out if one is going to be enough, then forge ahead if you feel like you need a little more. To get into Xero’s advisor directory, you’ll need to hit the bronze level, which comes at 25 partner points – you can get to that level in any of (and I’m ballparking here) 7 million different ways.

QuickBooks Proadvisors and certification

Throughout our study of the major sections of the accounting cycle, we will analyze the forms and transactions within each, considering the effects they have on the financial statements. These accounting forms will include invoices, bills, pay bills, purchase orders, deposits, and more. A Xero advisor will be the pilot of your Xero integration and pioneer of all related integrations. How to Calculate Depreciation Rate % From Depreciation Amount A Xero accountant and bookkeeper who is certified will have a proper education on the Xero platform, will be able to efficiently and effectively on Xero, and with your firm. You get to choose what works best with your schedule and learning style. Once you become a Xero Advisor, you’ll be listed in their directory and you can put a badge on your business website.

Become a Xero Partner (for free) in 4 Steps

If you are serious about growing as an accountant, being Xero Certified shows that you are committed to developing your career, and that is something clients can appreciate. It also demonstrates that you are a professional who cares about their business and their client’s businesses, which will help them feel comfortable working with you. At it’s simplest, a Xero certification means that your accountant not only knows Xero, but they know how to get the best out of Xero for your online business.

Whether you need to get up and running with Xero quickly for whatever reason, this course is for you! This course will provide you with everything you need to know about how to set up and use Xero in just a few hours. By the end of this course, it will enable you to gain a deeper understanding of Xero, which will increase your control over your accounts. Get to grips with Xero Australia in just a few hours with our Bookkeeping Essentials training course. If you are looking for the best online Xero courses, this is the place for you! Congratulations on taking this exciting step towards independence and entrepreneurship!

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