Certifications : Xero

Gain your Xero certification online with education and training that will help you advise your business clients. Beam Bookkeeping recently gained a Happy Workplace Accreditation, a testament to their strong focus on cultivating a positive workplace culture. They believe that a happy team naturally leads to happy clients, and the accreditation serves as an external validation of their efforts. See how to get listed in the Xero advisor directory and how to make the most of the opportunity.

  • The classes are two-day seminars and come in QuickBooks Online and Desktop flavors.
  • There are six different levels of Partner – feel free to dive into the details on Xero’s site.
  • 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.
  • You can complete the 40 XU credits anytime within the twelve months from when you begin the process.

“For me, being #XeroCertified means we’ve put in the time to educate ourselves on Xero.

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. 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.

Celebrating Global Bookkeeping Week

Remember, you need to complete all four updates for the year to maintain your Advisor certification. Xero accounting software is popular worldwide as it offers small to medium companies reliable bookkeeping and financial planning capabilities. It is hosted in the cloud and simplifies the process of managing payroll and meeting your fiduciary responsibilities to stakeholders. Enjoy additional benefits and free software as you move up the partner status levels from bronze to platinum.

  • 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.
  • Interested in becoming #XeroCertified to make sure you’re getting the most out of Xero?
  • Get a free listing in the Xero advisor directory once you reach bronze partner status.
  • It is hosted in the cloud and simplifies the process of managing payroll and meeting your fiduciary responsibilities to stakeholders.
  • Most of the larger accounting software vendors provide extra training, support, and certification programs geared specifically toward accountants and bookkeepers.

This week, we are giving away 10 prizes to 10 lucky Xero Partners who enter our competition. We’d love for you to share a comment in reply to our competition post about someone who has inspired you on your bookkeeping journey. This may have been someone special who you connected with at an event, a teacher, a mentor, a previous employer or just a good friend who’s been there on your bookkeeping journey. Doubling up is doable, but I wouldn’t go for both programs in one year. 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.

Xero champions are firms whose team members have completed the most Xero training and who are growing fast. To successfully complete this course and become an Alison Graduate, you need to achieve 80% or higher in each course assessment. 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. 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. Your practice can earn points in a number of ways, including bringing clients on to Xero and using Xero products.

Comprehensive Guide to Xero Accounting

They graciously shared their insights, experiences, and inspirations with us in a recent interview. Bookkeeping remains a thriving global profession, presenting its practitioners with a unique blend of challenges  and enriching experiences. Global Bookkeeping Week serves as an important reminder of the vital role bookkeepers play in bolstering small businesses worldwide. It’s Global Bookkeeping Week, an annual tradition that recognises bookkeepers from all corners of the globe and a worthy cause for celebration at Xero. From 6-10 November 2023, this dedicated week will see tens of thousands of bookkeepers take a moment to reflect on their incredible contributions to the small business community.

How to Become a Xero or QuickBooks Certified Accountant

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. 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.

Find a US bookkeeper or accountant near you

This course is designed primarily for students with no prior expertise in accounting and offers training broken down into manageable segments. Client base aside, if it was me, I’d pick up the QuickBooks certification if I was just starting out, wanted a new job, or was trying to get a little boost to my existing practice. I’d be more inclined to go with Xero if I was interested in shifting my existing business or motivating a team of accountants. QuickBooks’ program for accountant certification is a pretty standard, three-step process. First, you attend some classes offered by Intuit, then you work through the practice materials, and finally you take an exam. Take a self-pace certification course, attend a webinar or take the fast-track assessment to complete your certification.

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. We offer the most in-demand accounting skills taught by people at the top of their fields. Sign up to learn how to use Xero’s cloud-based accounting software and its many features to handle your finances and simplify bookkeeping. Gaining a Xero advisor certification will give you valuable skills that allow you to offer Xero services to clients.

Your accountant or bookkeeper can be a valued business advisor so check what to look for when you choose one. You can find everything you need to know about getting Xero certified here – including learning how to set up clients, carrying out common tasks, and getting the most out of Xero. The first step is to figure out which products you enjoy the most and which you’re willing to recommend. When you join and become Xero-certified, you get a Xero subscription for your practice, plus access to Xero HQ for managing clients. 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.

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. 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.

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. Join over 250,000 accountants and bookkeepers using Xero in their practice. For the first time around, you’ll need a mix of core classes and elective credits for certification. You can complete the 40 XU credits anytime within the twelve months from when you begin the process. After you get your 40, you’ll need to complete 20 credits worth of training over the following year to keep your how to hold effective nonprofit board meetings. Let me start by saying, these are just two of the more popular programs.

To maintain your certification, you’ll need to complete the four quarterly product updates each year. The Xero advisor directory helps potential clients find and connect with your practice. 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.

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