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Everything Xero: how to get started with Xero Accounting Software

Earn 1 CPE Credit!

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All of our materials/exams are NASBA and the AICPA approved the revisions to the Statement on Standards for Continuing Professional Education (CPE) Programs (Standards).

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Overview

Xero is a cloud accounting solution from the might Kiwi nation of New Zealand. It is a major competitor to Intuit’s QuickBooks Online, but in contrast is a simpler, easier, more affordable solution for managing the financial accounting needs of your organization. Xero offers a wealth of resources and functionality from a robust general ledger to a detailed AR/AP, to easy-to-understand reports and more. Xero gives you the tools necessary to be able to track your income and expenses to help you grow your business. Xero is a solid choice for giving you the meaningful insight necessary to make decisions every day. In this series, we will take a hands-on and detailed look at Xero for financial professionals. We will be examining how the Xero platform works, its major functionalities, where it fits into the technology stack of an organization, and other best practices. Attendees will gain insight into how this application would benefit their organization and the major opportunities it presents. The goal of this series is to help the practitioner leverage effectively for daily use inside an organization.

  • Analyze the main benefits and opportunities for using Xero Accounting with our clients or in our organization.
  • Lists the major features and functions of the Xero Accounting Solution and how they help facilitate accounting within an organization.
  • Recall and list the major aspects of Xero’s partner program and the benefits to the accounting professional.
  • Identify potential tools and services to use from Xero’s Marketplace to provide specific business functionality.
  • None
  • None
  • Basic
  • 103648