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About this webinar

If you are a partner or stakeholder in a firm adopting Xero, you only need to know what you need to know. While you might not need to know the ins and outs of bank reconciliation, you need to understand how to make a year-end adjustment and access the reporting needed for your clients. Join Amanda Aguillard, CPA as she gives you a lesson in high-level use of Xero.

 

 Course Objectives:

Understand why Xero is a great choice for modern, cloud firms in the US.
Learn the layout of Xero’s dashboard and where to find important tools.
Learn how to view Xero’s audit trail.
Understand Xero’s Assurance Dashboard capabilities.
Learn how to make one-time and repeating manual journal entries.
-Understand what accounts cannot be adjusted by a journal entry and how to workaround.
-Understand how to access and edit reports needed for tax preparation.
-Learn how to modify reports for advisory services.

About your instructor

Amanda Aguillard

Amanda Aguillard decided to become a CPA when she was 16, and never looked back. She started Aguillard Accounting LLC in 2012, committed to running a cloud-based practice from anywhere in the world. She has been a Hubdoc Top 50 Cloud Accountant for the last two years. She was the Xero Evangelist of the Year in 2016 and used her experience as an instructor of the Xero Certification course to co-found Elefant (elefanttraining.com), a continuing education company for accountants and bookkeepers. In 2017, she co-founded Bluewire Strategy (bluewirestrategy.com), a consulting group that empowers traditional accounting firms to fully embrace the cloud using process and technology. While she holds a Masters Degree in Taxation from the University of Denver, she would much rather help other advisors leverage technology to build their dream practices. She regularly speaks at state CPA societies and industry technology conferences like Accountex, Clio Cloud Conference and Xerocon. She spends any spare time cooking for her two kids and reading historical fiction. She is slightly obsessed with Penzey’s Spices and Chris Thile.

 

 

 

IMPORTANT INFORMATION ABOUT CPE:

Participants will earn 1.0 CPE credit.

Field of Study: Computer Software & Applications- Non-Technical

Prerequisites: None

Advanced Preparation: None

Program Level: Beginner

Delivery Method: Group Live Webinar

Refunds and Cancellations: Requests for refunds must be received five days prior to the webinar and are subject to a $25 cancellation fee. No refunds will be granted less than five days prior to the webinar. For more information regarding refund, complaint and/or program cancellation policies, please email amanda@elefanttraining.com.

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Elefant, LLC is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.NASBARegistry.org.