Tips and Tricks to Become a Xero Certified Advisor Updated

Xero certification 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. That is to say, use these programs if they’re a good fit for your beliefs and practices, not because they seem like good ways to make easy money. You get to choose what works best with your schedule and learning style. Once you become a Xero Advisor, you’ll be listed in their directory and you can put a badge on your business website.

It also helps Xero users to prepare for the certification through structured learning programs. A Xero advisor will be the pilot of your Xero integration and pioneer of all related integrations. 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.

What is a Xero Advisor?

Earning your way toward a Xero Advisor certification is a deliberate but worthwhile effort. With this certification, you can assure your Xero-based clients that you have sufficient knowledge and expertise to handle their accounts and help them with their finance and accounting needs. A Xero accountant and bookkeeper who is certified will have a proper education on the Xero platform, will be able to efficiently and effectively on Xero, and with your firm.

The demo company lets you try out Xero and its features using fictional data. Using this feature, you can process transactions without affecting your own numbers. Doing so will be a great exercise toward earning your Xero certification. Twelve (12) courses are available for you to take — from completing your initial setup tasks to managing practice tasks with Xero HQ.

MEET THE TEAM

Since I advocate “value pricing” instead of hourly pricing, you need to become a rock star in your preferred platform. Then you will breeze through your tasks and your implicit price-per-hour will start to go up as your efficiency goes up. As your practice moves from new partner to bronze, silver, gold and platinum status levels, you’ll unlock more benefits. Xero certified advisors can be found in the Xero directory and app marketplace.

• A Xero certified staff member can do much more than just manage your books in Xero.
• The PDR will then schedule a second (30-45 min.) call, or if you have the time, they can do it all on that first call.
• Also, if you’re using the free trial version, do your best to get certified before the trial duration ends.
• As an accountant, working with a software vendor that you trust and respect can be a rewarding two-way street.
• The classes are two-day seminars and come in QuickBooks Online and Desktop flavors.
• 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.

Running your business while focusing on growth and managing your financials can be a lot to juggle. A Xero certified staff member can do much more than just manage your books in Xero. Certified Xero Advisors can help you to better understand your financials. A Xero Certified Advisor will be the most efficient bookkeeping solution for https://bookkeeping-reviews.com/become-a-xero-advisor/ your firm allowing you to focus your time on business growth. QuickBooks has the more straightforward certification program, though the test does add in a hurdle. 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.

Become a Xero expert

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. 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. As Xero is a cloud-based accounting and its unique and helpful features Xero Accounting is gaining major popularity and this can also be the right time to get a Xero Advisor Certification. When you join and become Xero-certified, you get a Xero subscription for your practice, plus access to Xero HQ for managing clients.

When you reach bronze partner status, you’ll get a free listing that you can customize to showcase your expertise. 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.

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. 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.

• When you join and become Xero-certified, you get a Xero subscription for your practice, plus access to Xero HQ for managing clients.
• If your business is e-commerce based, you can rest assured that certified Xero advisors are well in tune with integrations to partners, such as Shopify, Gusto, A2X, and Hubdoc.
• It also includes other unspecified costs like a Xero subscription fee, a practice management system, and marketing materials.
• 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. My personal opinion is that Side-Hustlers should pick EITHER Xero or QuickBooks Online or perhaps Wave (for serving very small businesses) and run with it. But accounting software programs are all different and have different menus and different lingo.

How to Become Xero Advisor Certified? Benefits, Cost, Test of Xero Advisor Certification

Click “Go to my inbox” to verify your email and click “Yes, it’s me — let’s get started”. We help your organization save time, increase productivity and accelerate growth. Get notified about the latest career insights, study tips, and offers at Leverage Edu. Step 8 – After you successfully crack the exam you will be greeted with a certificate which you can download from your Xero Account. The member of Xero’s Partner Development Team (PDR) will schedule a 15 min. intro call to learn about your practice, goals and interest in Xero. They will share the details of the Partner Program to confirm it’s a great mutual fit and aligns with your goals.

Xero HQ has created training courses through Xero U Video Library and Xero TV which can be found online and in your app marketplace on iOS or Android. The first step is to figure out which products you enjoy the most and which you’re willing to recommend. There is no specific time at which you will get the Xero Advisor Certification it can take a few days or a few months which totally https://bookkeeping-reviews.com/ depends on the pace of your learning. The fees for registering for the Zero Advisor Certification exam are INR 1500 + GST. Candidates can pay this fee using a credit card or through net banking according to their liking. It is essential to note that this fee is non-refundable under any circumstances, and candidates will not receive a refund if they fail to appear for the exam.

CAREERS

Join over 250,000 accountants and bookkeepers using Xero in their practice. Xero offers a variety of resources to help you gain deeper knowledge about the software, its features, and how you can leverage the software to automate your accounting and bookkeeping. These blogs, podcasts, and videos will go a long way and will help you beyond your goal of receiving a Xero adviser certification.

• Doubling up is doable, but I wouldn’t go for both programs in one year.
• 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.
• They will share the details of the Partner Program to confirm it’s a great mutual fit and aligns with your goals.
• Enjoy additional benefits and free software as you move up the partner status levels from bronze to platinum.
• It is essential to note that this fee is non-refundable under any circumstances, and candidates will not receive a refund if they fail to appear for the exam.
• Today, we’ll take a look at how those programs work and what the benefits of joining up are.

The best place for practice is from Elefant Training   (affiliate link, FYI). You can find webinars and courses throughout the year that will get you more comfortable with Xero. The links to sign up for your free Xero Partner account are tracking links provided by Xero to track who is signing up from our awesome Bookkeeping Side Hustle Community. Your practice can earn points in a number of ways, including bringing clients on to Xero and using Xero products. Access product support through Xero Central and advice from your own dedicated account manager.