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STARTING WITH XERO

Cost Free
Presentation Length 1.0 hour

Recorded DateAugust 14, 2015
CPE:Not available
(archived webinars do not offer CPE credits)
Subject AreaOther
Course LevelBasic
Course Description

Discover what makes Xero a best-fit solution for cloud accountants. Led by Cristina Garza, Chief Number Cruncher at Accountingprose, you'll hear why she chooses Xero, where it excels and which clients are best suited to the platform. Beyond product, you'll learn about the Xero Partner Program (exclusive to accountants and bookkeepers) from our Xero Education teammate. Closing out the session are instructions and tips for successfully adopting Xero into your practice.

Learning Objectives

  • Why Xero is a best-fit for cloud accountants

  • Where Xero excels

  • Top SMB clients for Xero

  • Benefits of the Xero Partner Program

  • First steps for trying Xero in practice

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PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
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Cristina Garza

Accountingprose
Owner, Chief Number Cruncher
[email protected]

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Cristina’s career in finance began in the mortgage industry. She has developed her keen eye for detail and unrelenting customer service while serving as Loan Officer, Loan Processor, Office Manager, CFO of the Diamond Cutter Institute and as the owner of Accountingprose, offering bookkeeping and payroll service. Her mission with Accountingprose is to help small businesses have ownership over their finances. She empowers small business owners by providing accounting software and bookkeeping solutions at a fair price, enabling them to focus their attention on income generating activities. Her greatest achievement has been to build a phenomenal team who truly cares about the success of their clients. When not working with clients, Cristina can be found lifting weights, hiking, biking or canning.

About Our Sponsor

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Xero is beautiful, easy-to-use online accounting software for practices and their clients. The company has over 700,000 subscribers in more than 180 countries. Xero seamlessly integrates with over 500 third-party tools, including solutions for CRM, point-of-sale, time tracking, eCommerce, inventory and more. Xero also provides dedicated resources to its valued Partners, such as free practice software, easy client conversion tools, free 24/7 support, ongoing educational sessions, a dedicated account manager, and marketing assistance to name a few. It’s no wonder Xero has ranked No. 1 by Forbes as the World's Most Innovative Growth Company for two years running. To get started on your Xero journey, please visit xero.com/us/partners.