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.
- To maintain your certification, you’ll need to complete the four quarterly product updates each year.
- Take education courses to boost your knowledge and earn Xero certifications.
- Access product support through Xero Central and advice from your own dedicated account manager.
- After you get your 40, you’ll need to complete 20 credits worth of training over the following year to keep your Xero certification.
- While QuickBooks has Proadvisors and Certified Proadvisors, Xero offers varying levels within its Partner program, based on the number of clients you have.
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.
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. 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. Get a free listing in the Xero advisor directory once you reach bronze partner status.
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 Xero certification. Let me start by saying, these are just two of the more popular programs.
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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!
A mark of at least 80% is required in this test, to achieve a pass and become “Xero Certified”. We help your organization save time, increase productivity and accelerate growth. Access product support through Xero Central and advice from your own dedicated account manager. Xero partner Georgia Goodman from Leech & Partners has been #XeroCertified for seven years.
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.
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.
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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.
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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.
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.
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. For instance, both QuickBooks and Xero have certification programs, giving certified accountants bonus perks and exposure. Today, we’ll take a look at how those programs work and what the benefits of joining up are. Join the Xero community of accountants and bookkeepers for more efficient collaboration, task automation and streamlined workflows. 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.
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.
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.
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. 10 tips for nonprofit direct mail fundraising during covid 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.