When you reach bronze partner status, you’ll get a free listing that you can customize to showcase your expertise. As an accountant, working with a software vendor that you trust and respect can be a rewarding two-way street. Most of the larger accounting software vendors provide extra training, support, and certification programs geared specifically toward accountants and bookkeepers. As your practice moves from new partner to bronze, silver, gold and platinum status levels, you’ll unlock more benefits. 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. 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. Our product and technology teams are constantly making improvements in Xero, implementing changes to give our customers an even better experience.
“For me, being #XeroCertified means we’ve put in the time to educate ourselves on Xero. Access product support through Xero Central and advice from your own dedicated account manager. Take education courses to boost your knowledge and earn Xero certifications.
Showcase your skills with Xero certification
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 a QuickBooks Proadvisor, you get access to QuickBooks certification for free. If you go through these two free programs and pass your certification test, you’re eligible for listing in the QuickBooks Find-a-Proadvisor directory. Get a free listing in the Xero advisor directory once you reach bronze partner status.
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. 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.
More about the Xero partner program
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. 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. 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.
- To maintain your certification, you’ll need to complete the four quarterly product updates each 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.
- 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.
- The first step is to figure out which products you enjoy the most and which you’re willing to recommend.
- The Xero Partner program functions as the introduction to the Xero world.
The first step is to figure out which products you enjoy the most and which you’re willing to recommend. 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. Take a self-pace certification course, attend a webinar or take the fast-track assessment to complete your certification.
Join the Xero partner program
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. 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. Your accountant or bookkeeper can be a valued business advisor so check what to look for when you choose one.
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.
- Access all Xero features for 30 days, then decide which plan best suits your business.
- I’d be more inclined to go with Xero if I was interested in shifting my existing business or motivating a team of accountants.
- Let me start by saying, these are just two of the more popular programs.
- Xero champions are firms whose team members have completed the most Xero training and who are growing fast.
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.
Find a US bookkeeper or accountant near you
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 privacy policy 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.
Explore Xero accounting software and its tools for small businesses, accountants, and bookkeepers. Enjoy additional benefits and free software as you move up the partner status levels from bronze to platinum. Xero certification can be completed through online courses, a live webinar or a fast-track Xero advisor certification. For instance, both QuickBooks and Xero have certification programs, giving certified accountants bonus perks and exposure.
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. 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.