A new way to find the right advisor for your business

The Advisor Directory is such https://finnel.pl/statement-of-cash-flows-definition/ a valuable tool for small businesses that we’ve established a new team to focus on it exclusively. You can then choose an advisor based on what’s most important to you, whether it’s location, experience, the kind of clients they have or something else. To get your matches, you just need to complete a form with some details about your business.

Doing so will be a great exercise toward earning your Xero certification. The demo company lets you try out Xero and its features using fictional data. These webinars can improve your fluency in using Xero and help you stay updated on the latest features. Xero provides free training/webinar https://slider.hpibet.com/2022/12/19/provision-for-depreciation-and-asset-disposal/ that covers guidelines for set-up and bookkeeping processes for accountants and bookkeepers. Twelve (12) courses are available for you to take — from completing your initial setup tasks to managing practice tasks with Xero HQ. Before jumping straight to this part, take note that you can only take this assessment once.

Our Advisor Directory was originally created to help our small business customers find a Xero partner in their city. After a successful pilot in New Zealand, we’re now releasing a new matchmaking tool within the Advisor Directory to all small businesses globally, whether they use Xero or not. Businesses that thrived in 2020 were also more likely to consult professionals like accountants and bookkeepers before making important business decisions. We know that partnering with the right accountant or bookkeeper can make a big difference to your small business.

Yes, you can download your certification from the certifications page in your Xero learning profile. Your badge will typically appear in your Xero Central profile within 24 hours of successfully completing your certification or specialist badge assessment. Yes, you’ll receive a Xero digital badge and a downloadable certificate when you successfully pass a Xero certification or specialist badge assessment. Upskill on the complete suite of advanced features and tools to run and manage your business xero advisor entirely on Xero. See how Xero can help businesses in your industry.

We Couldn't Find Any Matches

We’re committed to helping your firm succeed with solutions that make advisory services easier. Grow your practice and unlock new revenue streams with Xero. The expiration date is exactly one year from the day you earned your certification. Your Xero certification is valid for 12 months. Xero certification is free of charge.

  • From automation to connected tools and expert support, discover how Xero helps you become an advisory powerhouse.
  • See what tools you can get access to with the Xero partner program
  • But how can you become a Xero Certified Advisor, especially if you’re not yet affiliated with any company that uses this software?
  • Also, if you’re using the free trial version, do your best to get certified before the trial duration ends.
  • See how Xero can help businesses in your industry.
  • By getting certified you’ll demonstrate to your network that you’re an expert across the Xero platform.

To earn CPD/CPE points, you must complete the learning content (on-demand course, live webinar, or classroom event) and pass the assessment. If you hold multiple certifications, the expiry date will be tied to the achievement date of your highest certification level. Each completed certification has a downloadable PDF certificate that includes your name, certification name, completion date, and expiration date.

Grow without adding new clients

If you’re a fresh graduate with no Xero account or you’re not yet affiliated with any employer who uses this software, sign-up for the free 30-day trial. In this article, we’ll walk you through the sign-up and registration process, how you can earn a certification for free and some tips and tricks to ace your assessment. But how can you become a Xero Certified Advisor, especially if you’re not yet affiliated with any company that uses this software? If you need support with any of Xero’s business or practice products, we’re here to help. It’s going to be another difficult year for so many small businesses around the world.

How Xero works for your business type

Access Xero features for 30 days, then decide which plan best suits your business. Explore our accounting software. It also helps Xero users to prepare for the certification through structured learning programs. If you’re registered under a paid account, you can pace your learning progress however you like. Also, if you’re using the free trial version, do your best to get certified before the trial duration ends.

A Xero certification is a testament to your skill and knowledge in using Xero accounting software, its various features and the add-ons that are relevant to your tasks. From today, it’s available to all small businesses globally — you don’t even need to be a Xero customer or use accounting software to access it. Once you’ve completed the learning and assessment you’ll receive an email with the relevant points, and details on how to download your CPD/CPE certificate. You can use badges in physical and online marketing material to promote your Xero partner status, certification status, and your individual expertise. The certifications need to be completed in order. Join over 150,000 certified individuals and showcase your expertise in Xero products and solutions with our new Xero certification and specialist badge framework.

See how Xero works for your business

  • Learn about the accounting experts who drive us forward.
  • And with Syft’s advanced reporting and insights, you can deliver deeper analysis and guidance to help your clients achieve their goals.
  • Your badge will typically appear in your Xero Central profile within 24 hours of successfully completing your certification or specialist badge assessment.
  • It also helps Xero users to prepare for the certification through structured learning programs.
  • The expiration date is exactly one year from the day you earned your certification.
  • If you’re registered under a paid account, you can pace your learning progress however you like.

Here’s why the change is so important and how it can help your small business. Join the Xero community of accountants and bookkeepers for more efficient collaboration, task automation and streamlined workflows. The Xero partner program is free and there are no ongoing costs. Future proof your scaling business - with advanced tools and analytics. See what tools you can get access to with the Xero partner program Get a pulse on the US's 2025 accounting and bookkeeping landscape.

As tech automates tasks, advisory keeps your firm relevant—offer the strategic guidance tech can’t replace. Focus less https://www.mollanakliyat.com/days-sales-in-inventory-what-is-dsi-and-why-is-it/ on tasks, more on trust—advisory builds stronger client bonds and boosts long-term loyalty. Simplify workflows and gain powerful insights to position your practice for long-term success. And with Syft’s advanced reporting and insights, you can deliver deeper analysis and guidance to help your clients achieve their goals.

Our advisor directory connects you to accountants and bookkeepers. As a Xero partner, you’re also eligible for Xero subscription discounts. As a partner of Xero you can get free software, training, promotional material, dedicated support and so much more. Join over 250,000 accountants and bookkeepers using Xero in their practice. With Xero, go beyond the numbers to provide insights that shape clients' decisions and drive business success.

Now, you’re all set up to start your Xero Advisor Certification. Learn about the accounting experts who drive us forward. Let’s us be an extension of your accounting department. As a Xero user, you can enjoy tailored offers to help your business thrive. Get support or learning So whether you’re preparing for the end of financial year or want to set yourself up for success in the months ahead, you can find your best match in the new Advisor Directory.

That’s why we’re always looking for ways to help small businesses find the right advisor for their needs. In fact, a UK survey of 1,500 small businesses found that those with an advisor work an average of six hours less every week and enjoy their business 7% more than those without. Have at least one staff member from your practice commit to completing the Xero advisor certification within 30 days. The status levels are partner, bronze, silver, gold and platinum, with each status offering more benefits for you and your clients.

Popular features

See all Xero certification and badges All pricing plans cover the accounting essentials, with room to grow. See all business types Discover this year’s updates designed to help you save time, featuring powerful new tools and features you might’ve missed. With features and tools to save you time.

You can also share your certifications directly on LinkedIn. By getting certified you’ll demonstrate to your network that you’re an expert across the Xero platform. Gaining a Xero certification will give you valuable skills that allow you to showcase your expertise in Xero products and solutions. Specialist badges highlight your skills in high-value areas like Xero’s practice products, payroll and tax. Collaborate with your peers, support your clients and boost your practice.

Keep your practice a step ahead with Xero accounting software. Keep your practice one step ahead with Xero accounting software. Smart features designed for small businesses and sole traders. Accounting software made for small businesses and sole traders. Once you complete the form, you’ll receive an email with the details of three advisors that best match your business. We also figured that small businesses work with people, not practices.

We also have a new team focused on the advisor experience, so advisors can improve their profile and manage their leads. There’s no obligation to choose those advisors — they’re just three options that we think will best suit your needs. For example, we ask about your revenue so we can match you with advisors that you can afford and who understand the kind of challenges you face. So we looked at how we could profile individual accountants and bookkeepers in our directory, rather than the firms that employ them.

All firms listed in the directory have staff members trained in Xero and eight or more clients on Xero. Look for a bookkeeper or an accountant near you in the Xero advisor directory. Choose from the self-paced course, webinars or fast-track assessment.

Get ready for a brand new way to build and showcase your Xero expertise. Join the Xero community of accountants and bookkeepers. Search the advisor directory

Comments are closed.