Hello Bay Area Community! Your local team will be hosting a web series from October to early November. Each webinar will build off the last, taking you along the Xero Journey and setting you up for success!
10/07/20 @ 12pm PDT
Getting to Know Xero
Learn the benefits of using Xero for your business. See an overview and high-level demo, including invoices, reporting, and banking in this webinar.
10/14/20 @ 12pm PDT
Up & Running in 60 Minutes
Learn about the ways you can convert your clients to Xero. During this webinar, you will learn step-by-step how to get up and running in under an hour using the "fresh start" conversion method.
10/21/20 @ 12pm PDT
This course will cover best practices not covered in advisor certification in order to help take efficiencies in Xero to the next level, as well as build out your workflow and increase productivity.
10/28/20 @ 12pm PDT
Hubdoc + Xero
In this webinar, you'll learn about the automation that can be achieved by using Xero and Hubdoc together. Find out how to streamline your workflows and automatically extract the important data.
11/04/20 @ 12pm PDT
Reporting in Xero
This webinar will give you a chance to follow along using the demo company and new templates we've provided to help accelerate your understanding of Report Templates in Xero.