Become a Xero Certified Bookkeeper: Your Step-by-Step Guide to Unlocking New Career Opportunities


Looking to the future, Xero certification will continue to evolve to make sure our partners are getting the best education possible. “I know that we’ve had new clients come on board because they know we’re platinum partners. You can complete certification in the way that best suits your learning style and your previous knowledge of Xero.

Keep your practice one step ahead with Xero accounting software. A benefit of certification for our firm is having a listing on the Xero advisor directory, which has helped new clients find us too. 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! The academy also offers a 40-hour diploma which includes a certificate, an advanced certificate and official Xero advisor certification. Many accountants may have need of both systems and may have enough clients that dual certification makes sense.

So, as you begin this journey toward the dynamic world of financial technology, remember that every step you take forms a stepping stone to your success. It provides you with established opportunities, increases your credence, and shows you as an expert in the bookkeeping field. We encourage prospective students to see this qualification as more than just another notch on the accounting belt but as a portal into molding the future of how we keep our books. Finance and technology are always https://wimginc.com/cash-disbursement-journal-and-ledger-understanding/ evolving, so you must continue to obtain education credits to keep your 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.
  • Do I need to renew the certification?
  • If you’re already one of our #XeroCertified partners, you will receive an invitation to the first quarterly product update for 2022.
  • And it’s free to run your own practice on Xero.
  • Xero can create custom reports that show key financial trends.
  • A Xero-certified bookkeeper helps clients adapt while keeping books in order.

Certified Xero Advisors

If you don’t understand reports, the bookkeeper must guide you. Talk to other businesses they’ve worked for. What type of clients have they worked with? This confirms they’ve passed the right courses and know how to use the software well. Start by checking if they are really Xero certified. It also lets business owners see the big picture and make smart decisions.

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. Once you’ve finished learning and passed the assessment you’ll know how to use all of the software’s core features. @Henzard, thanks for the link, but that’s to become an add-on partner instead of an accounting partner.

Angela F., Service Business

The Xero Advisor Directory is a curated listing of accounting and bookkeeping professionals who meet specific criteria, including hands-on experience with Xero and a track record of supporting multiple clients. Xero’s Advisor Directory connects Singapore businesses with qualified accountants and bookkeepers who understand your needs and are trained on Xero’s cloud accounting platform. Once certified, bookkeepers can guide clients in using Xero to handle business tasks with ease. Xero’s Advisor Certification is a learning experience that helps our accounting and bookkeeping partners become proficient and confident with Xero’s core features. Join over 100,000 accountants and bookkeepers using Xero in their practice. If you want to work in business, bookkeeping or accounting, you should consider becoming Xero certified.

Transforming Your Business Finances with the Partnership of Xero and Certified Bookkeepers

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. Explore our accounting software. I want to have both certifications so that I can grow as an accountant as a business. With plenty of flexible learning pathways like the opportunity to study Xero courses online, now is the perfect time to expand your skill set. Invest in a Xero training course – learn a cloud-based software that is designed to manage the accounts for small-to-medium businesses efficiently.

Each listed advisor has staff trained in Xero tools, which means you’ll be working with partners who can confidently guide you through setup, reporting, compliance, and optimisation. A guide to help you work through the big decisions around starting a bookkeeping business. Xero does not provide accounting, tax, business or legal advice. On top of that, a desire to help others run their business well is a sound driver for starting a bookkeeping business.

  • Looking to the future, Xero certification will continue to evolve to make sure our partners are getting the best education possible.
  • A Xero-certified bookkeeper uses this system to track all financial entries.
  • Sarah is thankful for the mentorship and valuable knowledge that she has received from her time at Wilkinson.
  • She developed her passion for accounting after completing a Business Administration-Accounting degree from Canadore College in 2001.
  • Ian joined the Wilkinson team in 2015 after graduating from Nipissing University with a Bachelor of Business Administration, concentrating in Accounting.
  • To use Xero well, a Xero-certified bookkeeper completes training from Xero.

Level 1: Xero associate certification

To get recertified, you must complete the required annual recertification assessment for your highest level of certification. Discover seamless app integrations for efficient accounting with Xero’s comprehensive accounting software. To get yourself to the stage where you’re ready to start your own business, a combination of education, certification, and mastery of the work tools are a good foundation. Join the 100,000+ #XeroCertified individuals globally and start your learning https://hutek.com/best-practices-for-your-financial-planning-and/ experience to certification here.

Gather an understanding of your business, software & workflow so the rep knows how to best support you. Explain both options for Advisor certification (self-paced or webinar) and help the partner enroll to become certified. Cloud–This webinar is the one that all the old-school bookkeepers who are unsure about what all this “virtual” bookkeeping is about. This cloud–based accounting software is designed to manage the accounts of small to medium businesses with efficiency and provide easy access to essential information. In fact, accountants are one of the best resources accounting software vendors have. Join and get Xero-certified to get Xero for your practice accounts, plus Xero HQ for managing clients.

Meru Accounting

Xero certification is free if you’re a bookkeeper, CPA, or work in finance and serve clients. A Xero-certified bookkeeper uses this system to track all financial entries. A Xero-certified bookkeeper helps clients adapt while keeping books in order. For those xero certified bookkeeper in Xero for bookkeeping businesses, this teamwork is a major win. A Xero-certified bookkeeper can use these to help clients see where they stand. A Xero-certified bookkeeper can set up these systems for clients.

This setup saves time and cuts errors. As mentioned above, Xero bookkeeping is a method of cloud-based bookkeeping. Bookkeeping is one of the most vital parts of any business. Xero also stays in line with tax rules, which is key https://oneelevengroup.com.au/what-is-bookkeeping-a-simple-guide-for-beginners/ to safe and legal financial work.

Adequate ‘positive’ cash flow is essential for the survival of any business, yet this is something that over 50% of small business owners struggle to manage. There will be a quarterly product update course for the Adviser, Migration and Payroll certifications. Therefore, you don’t have to complete the full certification all over again. However, don’t worry if work gets on top of you and your certification does expire. If the person was paid long service leave and worked full-time, please make sure you have ticked the appropriate box against a 5 or 7 day week in question 5.

Xero Roadshow USA Online– For people who already have clients, whether in Xero or not. They are in the office M-F 8am-4pm MST and do their best to call a new partner applicant as soon as they see it come through . The member of Xero’s Partner Development Team will schedule a 15 min. intro call to learn about your practice, goals and interest in Xero. You can become Xero certified in two main ways; via the Xero website or via an alternative provider.

Finanshels supports aspiring bookkeepers in this journey by providing the tools and resources needed for success. As most firms are adopting Xero, especially those with international links or looking for innovative solutions, certified bookkeepers are in high demand. It is crucial for would-be Indian bookkeepers as it demonstrates expertise with a commonly used and well-respected accounting solution.

As a business grows, so do its needs. They can share files, talk through issues, and track progress in real time. Clear reports help businesses plan and make strong decisions for the future. Xero can create custom reports that show key financial trends. Becoming a Xero Certified Bookkeeper can open doors to better jobs and clients. To find out how Financial Fanatics can help you grow your business book a call  or reach out via our contact us.