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. Xero, FreshBooks and QuickBooks all offer 30-day free trials and extensive features for online support, including a live chat, email support and a knowledge base.
Xero processes payment through a payment gateway like Stripe, GoCardless and others. Keep in mind that these services charge a fee to process payments (usually around 2.9% plus 25 cents per transaction, though this varies by the payment processor). 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.
- The expert produced a thoughtful and robust financial analysis that has ultimately allowed us to forecast and prioritize initiatives much more efficiently.
- Xero, FreshBooks and QuickBooks all offer 30-day free trials and extensive features for online support, including a live chat, email support and a knowledge base.
- Given that there are several invoicing software on the market, it’s worth putting in some time to research your options before choosing one for your business.
- Access product support through Xero Central and advice from your own dedicated account manager.
- Zoho, for example, is accounting software with a free invoice platform that allows you to bill in multiple currencies.
Given that there are several invoicing software on the market, it’s worth putting in some time to research your options before choosing one for your business. We’re committed to the security of your data and provide multiple layers of protection for the personal and financial information you trust to Xero. Find out more about Xero’s commitments to data protection and data security. †Invoice limits for the Early plan apply to both approving and sending invoices. Transactions initiated by app partners may automatically contribute to your invoice limit. Enjoy additional benefits and free software as you move up the partner status levels from bronze to platinum.
Showcase your skills with Xero certification
Your account manager will be able to help point you in the right direction for the support you need. As a CFO, Barbara has led multiple software startups through venture capital fundraises and exits totaling over $25 million. She freelances to leverage her extensive financial skill set and expertise to drive value for Toptal’s clients.
If using multiple currencies is a priority to you, consider other platforms that offer this capability at a lower cost. Zoho, for example, is accounting software with a free invoice platform that allows you to job cost sheet bill in multiple currencies. Explore Xero accounting software and its tools for small businesses, accountants, and bookkeepers. As an early-stage start-up, we’ve leveraged both design and financial talent.
Scale as Needed
You’re able to send 20 quotes and invoices per month, enter five bills, reconcile bank transactions, capture bills and receipts with Hubdoc and view a short-term cash flow and business snapshot. You’ll receive your invoice at the end of your monthly billing period. Payment will be taken on the date shown on your invoice using the payment details entered when you purchased your subscription. If you’ve incurred usage charges for Xero Payroll, Xero Projects or Xero Expenses – or you have a chargeable direct bank feed – these charges will be invoiced for the previous month.
Get paid up to twice as fast†
Read our 2024 Xero review to find out if it’s the right solution for your business. †Xero customers who use online invoice payments get paid up to twice as fast than those who don’t use online invoice payments. With online invoice payments through Stripe and GoCardless, you can accept payments by card or direct debit. Small businesses, accountants and bookkeepers locally and across the world trust Xero with their numbers.
What is #XeroCertified?
Your practice can earn points in a number of ways, including bringing clients on to Xero and using Xero products. Get a free listing in the Xero advisor directory once you reach bronze partner status. Xero champions are firms whose team members have completed the most Xero training and who are growing fast. Stack your team with the best and brightest Xero talent from the world’s top companies and universities. Sean is a big picture thinker who is a self proclaimed psychology and productivity geek. Lean on our change champion for tips to get your staff comfortable and successfully implement change in a way which works for you and your staff.
How much does Xero cost?
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. Xero certification can be completed through online courses, a live webinar or a fast-track Xero advisor certification. What really sets Toptal apart is the caliber of finance talent available in their network. I had a very specific and pressing need, and Toptal quickly matched me with the perfect person for the job. The expert produced a thoughtful and robust financial analysis that has ultimately allowed us to forecast and prioritize initiatives much more efficiently. Graeme is a chartered accountant with extensive experience in middle-market, high-growth private equity, and direct lending.
While human error will always play some role in security breaches, you can be confident in your accounting platform when it comes to keeping your information safe. It allows three users for its Essentials plan ($55 per month) and 25 users for its top plan, the Advanced ($200 per month). This can be helpful if your company is growing fast, or you simply want the reassurance that there’s no limit to how many people can be part of the team. Access all Xero features for 30 days, then decide which plan best suits your business. Join over 250,000 accountants and bookkeepers using Xero in their practice.
Showcase your expertise
Alan has spent the last 10+ years advising and working with pre-seed to post-Series B firms. His experience includes operating as CFO for companies as they scale and raise capital for growth. He has supported acquisitions, new product launches, and IPO transactions. Alan is a seasoned problem solver and data-driven decision-maker with expert facilitation skills. 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.