Accounting Software Do Beautiful Business

Join the 100,000+ #XeroCertified individuals globally and start your learning experience to certification here. Access all Xero features for 30 days, then decide which plan best suits your business. We help your organization save time, increase productivity and accelerate growth. 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.

Xero’s Advisor Certification is a learning experience that helps our accounting and bookkeeping partners become proficient and confident with Xero’s core features. You can complete certification in the way that best suits your learning style and your previous knowledge of Xero. Choose from online courses, a webinar, a live classroom or if you already know Xero well you can take our fast-track assessment. Once certified, you’ll receive an official certificate to show your clients that when you say you’re an expert in Xero – you really mean it! 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.

• 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.
• You can use badges in physical and online marketing material to promote your practice’s Xero partner status, certification status and your individual expertise.
• Get a free listing in the Xero advisor directory once you reach bronze partner status.

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. Look for a bookkeeper or an accountant near you in the Xero advisor directory, or use our match-making tool to find the perfect pair of hands. 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.

Take a self-pace certification course, attend a webinar or take the fast-track assessment to complete your certification. I’d be more inclined to go with Xero if I was interested in shifting my existing business or motivating a team of accountants. The first step is to figure out which products you enjoy the most and which you’re willing to recommend. See how to get listed in the Xero advisor directory and how to make the most of the opportunity. Join the Xero community of accountants and bookkeepers for more efficient collaboration, task automation and streamlined workflows. Gain your Xero certification online with education and training that will help you advise your business clients.

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. 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.

How to Become a Xero or QuickBooks Certified Accountant

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. 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.

• Your accountant or bookkeeper can be a valued business advisor so check what to look for when you choose one.
• Access product support through Xero Central and advice from your own dedicated account manager.
• If you’re already one of our #XeroCertified partners, you will receive an invitation to the first quarterly product update for 2022.
• Join the Xero community of accountants and bookkeepers for more efficient collaboration, task automation and streamlined workflows.
• Most of the larger accounting software vendors provide extra training, support, and certification programs geared specifically toward accountants and bookkeepers.

Collaborate with your peers, support your clients and boost your practice. Small businesses, accountants and bookkeepers locally and across the world trust Xero with their numbers. Many accountants may have need of both systems and may have enough clients that dual certification makes sense. There’s a not-insubstantial amount of work required, though, so make sure you’ve got the time to dedicate it to study. 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.

Why get certified – and maintain it?

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. Xero champions are firms whose team members have completed the most Xero training and who are growing fast. All firms listed in the directory have staff members trained in Xero and eight or more clients on Xero. Interested in becoming #XeroCertified to make sure you’re getting the most out of Xero?

Those who complete the course will also be awarded an official certificate that can be promoted by both the individual and the firm. 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 already one of our #XeroCertified partners, you will receive an invitation to the first quarterly product update for 2022. Remember, you need to complete all four updates for the year to maintain your Advisor certification. Get a free listing in the Xero advisor directory once you reach bronze partner status.

BNA CPAs & Advisors

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. Xero also has a program designed specifically for accountants and bookkeepers. The Xero Partner program functions as the introduction to the Xero world. 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.

What’s a Xero champion?

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. 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.

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 standard terminology you should know for grant writing gamify your whole business and could lead to a major change in your workflow. Your accountant or bookkeeper can be a valued business advisor so check what to look for when you choose one.

Xero certification can be completed through online courses, a live webinar or a fast-track Xero advisor certification. 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.