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A must-attend series for Xero Partners!

Fast track your knowledge of Xero in this three-part series that covers the most powerful Xero features.

FREE and CPE-qualified

 

Register now to be enrolled for all three (3) webinars and qualify for 3.0 CPE credits when you attend the live session. Can’t join us live? Recordings will be available for seven (7) days.

In each of these webinars, Amanda will cover a variety of topics to help you harness the power of Xero in your firm and learn best practices as a Xero Partner.

Click on each webinar below for more details:

December 1, 2020 11:00 am CST | Free

About this webinar:

Xero continues to develop its partner tools with an eye towards making offering advisory services easier. In this webinar, we will cover new in-product dashboards (Short-term cash flow and Business snapshot), new custom charts of accounts and report templates.

The recording of this webinar will be available for viewing for seven days, but CPE will only be issued for attendees of the live session.

Objectives:

Learn how to access new advisor level tools

Understand the opportunities and limitations in Xero’s Short-term cash flow and Business snapshot tools

Learn how to create a firm-level custom chart of accounts and apply it to new organizations

Understand the depth of customization available in report templates and how to create client financials using report templates

Information about CPE:

Field of Study: Computer & Software Applications – Non-Technical
Prerequisites: None
Advanced Preparation: None
Program Level: Beginner
Delivery Method: Group Internet Based

CPE: 1

December 2, 2020 11:00 am CST | Free

About this webinar:

Many advisors don’t realize that Xero’s Established subscription plan includes two modules that go head-to-head with third-party apps: Expenses and Projects. Expenses provides a full expense and receipt management solution, while Projects allows users to track time and expenses against specific projects. If you haven’t looked at these modules recently, you’ll be impressed with their improvements since they initially arrived in market.

The recording of this webinar will be available for viewing for seven days, but CPE will only be issued for attendees of the live session.

Objectives:

Learn how to access Expenses and Projects.

Understand the opportunities and limitations in Xero Expenses and Projects, including a comparison to third-party add-ons.

Learn how to process expense claims for employees using Xero Expenses.

Understand how to leverage time and expense tracking in Projects.

Understand how Projects can be used for flexible invoicing.

Learn example use cases in practice of both Xero Expenses and Xero Projects.

Information about CPE:

Field of Study: Computer & Software Applications – Non-Technical
Prerequisites: None
Advanced Preparation: None
Program Level: Beginner
Delivery Method: Group Internet Based

CPE: 1

December 3, 2020 11:00 am CST | Free

About this webinar:

The end of the year is a busy time for accountants and bookkeepers. Whether you have been doing monthly bookkeeping for your clients or the business owner has been handling the books all year, there are certain tasks that need to be completed so the records are in order for tax preparation. Join Amanda Aguillard, CPA as she shares how she closes her clients’ books at the end of the year in Xero.

The recording of this webinar will be available for viewing for seven days, but CPE will only be issued for attendees of the live session.

Objectives:

Review an example year-end checklist.

Understand how to reconcile bank and credit card accounts and clear unnecessary line items.

Learn how to prepare schedules for balance sheet accounts.

Understand how to easily bulk recode transactions.

Learn how to post year-end journal entries.

Understand “lock dates” in Xero.

Publish final financial statements.

Information about CPE:

Field of Study: Computer & Software Applications – Non-Technical
Prerequisites: None
Advanced Preparation: None
Program Level: Beginner
Delivery Method: Group Internet Based

CPE: 1

 

About your instructor

 

Amanda Aguillard decided at age 16 to become a CPA and never looked back. She started Aguillard Accounting LLC in 2012, committed to running a cloud-based practice from anywhere in the world.  Amanda is the author of Xero: A Comprehensive Guide for Accountants and Bookkeepers. She was named one of the Top 50 Women in Accounting in 2018 and 2019, and has been a Hubdoc Top 50 Cloud Accountant in the past. 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, a continuing education company for accountants and bookkeepers. She is also the founder of Accounting Salon, a thinktank of cloud accounting experts, and its virtual offshoot, SALONv.

While Amanda holds a Masters Degree in Taxation from the University of Denver, her passion is to help advisors leverage technology to build their dream practices. She is a Certified Instructional Systems Designer and regularly speaks at state CPA societies and industry technology conferences like Accountex, Engage, Clio Cloud Conference and Xerocon.

Register below for all three webinars. You will receive three separate registration links. Recordings will be available for seven (7) days.

 

IMPORTANT INFORMATION ABOUT CPE:

Participants will earn 1.0 CPE credit per webinar.

Field of Study: Computer Software and 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.