xero advisor certification

Access Xero features for 30 days, then decide which plan best suits your business. Watch our short video below to learn about our improvements to advisor recertification in 2024.

Convincing clients to switch to the cloud with ease

xero advisor certification

Gillian Rossouw became #XeroCertified in 2010, and soon after her bookkeeping practice Jill of all Trades became the first in Australia to gain gold partner status. She says gaining – and maintaining – her Xero certification is crucial, and definitely a “no brainer”. From this year, our product updates are delivered as on-demand learning experiences, so you can stay up to date with what’s new in Xero on your own schedule. Explore Xero accounting software and its tools for small businesses, accountants, and bookkeepers. “It’s important for us to have the entire team #XeroCertified to show our professional competence on Xero.

Accounting software

The benefit of maintaining certification is demonstrating that we’re up with the play on all things Xero. We can keep up with the software and technology changes and continue to be seen as leaders in our industry. “At the time I saw certification as a conduit to gaining more knowledge and being on the ground floor of accounting and bookkeeping with Xero. My small bookkeeping business was 100% Xero, therefore I was in boots and all. We’re just a few months into 2022 and we’re so impressed at how many of you have completed your Xero advisor certification.

August 2024 knowledge check

I jumped at the chance to complete the certification to familiarise myself with the platform so I could educate my clients and work efficiently too. 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. Xero certification can be completed through online courses, a live webinar or a fast-track Xero advisor certification.

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  1. Xero partner practice Red Office has embraced Xero certification, with 13 of their 15 accounts staff being #XeroCertified.
  2. The benefit of maintaining certification is demonstrating that we’re up with the play on all things Xero.
  3. After completing their certification, #XeroCertified learners then complete four quarterly product updates annually to maintain it.
  4. Xero partner Georgia Goodman from Leech & Partners has been #XeroCertified for seven years.

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 fiscal year definition and meaning for our partners to get the most out of Xero, chances to win spot prizes as well as guest appearances from Xero leaders. Lisa Turner, Xero partner from Accounted For You, first became #XeroCertified in 2017. “When I was setting up my own bookkeeping practice I knew Xero would be my accounting software of choice.

Save time with Xero’s practice tools

With online invoice payments through Stripe and GoCardless, you can accept payments by card or direct debit. See how to get listed in the Xero advisor directory what is the offset journal entry for accrued payroll and how to make the most of the opportunity. Your accountant or bookkeeper can be a valued business advisor so check what to look for when you choose one.

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.

This page is used by your activity to communicate with the learning platform. Please be sure to close all activity windows before closing or navigating away from this page. 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.

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. Our product and technology teams are constantly making improvements in Xero, implementing changes to give our customers an even better experience. The #XeroCertified quarterly product update webinars inform you of key product changes, help you work efficiently with Xero products and support your clients more effectively. 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.

Xero champions are firms whose team members have completed the most Xero training and who are growing fast. Xero partner practice Red Office has embraced Xero certification, with 13 of their 15 accounts staff being #XeroCertified. Each of our 100,000+ #XeroCertified learners have a different story to tell. Read on to hear just a few experiences, and how being #XeroCertified helps you support your clients.

xero advisor certification

Xero advisor certification is a learning experience that helps partners and business owners become proficient and confident with Xero’s core features. After completing their certification, #XeroCertified learners then complete four quarterly product updates annually to maintain it. To maintain Xero certification, there needs to be at least one person in your practice who is currently certified and up to date with the quarterly product updates. But many practices recognise the value of being #XeroCertified and have all practice staff complete it. 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.

All firms listed in the directory have staff members trained in Xero and eight or more clients on Xero. Nicole Lynch, Xero partner from Streamline Management Australia, gained her certification in 2012. “I actually put off doing it for ages, I thought it would be hard and we’d been using another product since the mid 90s. “In our business, our accounts can law firms measure ambition without billable hours team must all become #XeroCertified and maintain it while they work with us. All new starters must complete their Xero certification within the first three months of starting,” says Louise Holmes – Director at Red Office. Discover Xero’s latest features, learn techniques for your practice and boost your skills to better advise your clients.

Another 11,800 people have joined our community of 100,000+ confident #XeroCertified learners. Inspired by these partners’ stories and want to become #XeroCertified to make sure you’re also getting the most out of Xero? Join the 100,000+ #XeroCertified learners around the world  by starting your learning experience to certification here. Take a self-pace certification course, attend a webinar or take the fast-track assessment to complete your certification. Small businesses, accountants and bookkeepers locally and across the world trust Xero with their numbers.

Pass this knowledge check to maintain your Xero advisor certification in 2024. †Xero customers who use online invoice payments get paid up to twice as fast than those who don’t use online invoice payments. 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. Gain your Xero certification online with education and training that will help you advise your business clients.

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