As such, they’ll be able to offer a better service to clients seeking advisors proficient in Xero, and ultimately add to the existing services provided by the firm. Those who complete the course will also be awarded an official certificate that can be promoted by both the individual and the firm. Xero includes extensive features that make it suitable to handle complex accounting processes for small- and medium-sized businesses as well as larger ones. The software makes it easy to pay bills, claim expenses, accept payments, track projects, manage contracts, store files and more. The Xero advisor directory helps potential clients find and connect with your practice.

Your account manager will be able to help point you in the right direction for the support you need. As a CFO, Barbara has led multiple software startups through venture capital fundraises and exits totaling over $25 million. She freelances to leverage her extensive financial skill set and expertise to drive value for Toptal’s clients.

  • Explore Xero accounting software and its tools for small businesses, accountants, and bookkeepers.
  • The experience has been incredible, with those professionals bringing creativity, expertise, and advice to ensure Sidekick succeeds.
  • Xero certification can be completed through online courses, a live webinar or a fast-track Xero advisor certification.
  • However, it’s generally considered easier than QuickBooks Online.
  • Our product and technology teams are constantly making improvements in Xero, implementing changes to give our customers an even better experience.

Alan has spent the last 10+ years advising and working with pre-seed to post-Series B firms. His experience includes operating as CFO for companies as they scale and raise capital for growth. He has supported acquisitions, new product launches, and IPO transactions. Alan is a seasoned problem solver and data-driven decision-maker with expert facilitation skills. Looking to the future, Xero certification will continue to evolve to make sure our partners are getting the best education possible. In response to your feedback last year, we’ve already implemented some exciting changes to the live product update webinars for this year.

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While working with boutique investors, Graeme led transactions across Africa, Australia, the United States, and Europe, spanning the financial services, retail, manufacturing, and insurance sectors. As a freelancer, he leverages his experience to assist and advise management teams in achieving their goals. Thorsten is a corporate finance advisor and CFO with an international career in investment banking (Lehman Brothers, Banco Santander) and technology ventures. He partners with SMEs as well as PE/VC investors in the TMT, health care, consumer, and financial services sectors to solve strategic and financial challenges.

  • I was very impressed with the quality of finance talent in Toptal’s network.
  • Travers is a chartered accountant who has a 16-year career of work in senior financial positions across retail, engineering, and startup industries for companies such as EY, Babcock, Massmart, and Nu-World.
  • Erik has been an extremely valuable member of our team who has tremendous breath of experience with start ups in our lifecycle phase.
  • While human error will always play some role in security breaches, you can be confident in your accounting platform when it comes to keeping your information safe.
  • While working with boutique investors, Graeme led transactions across Africa, Australia, the United States, and Europe, spanning the financial services, retail, manufacturing, and insurance sectors.
  • Lean on our change champion for tips to get your staff comfortable and successfully implement change in a way which works for you and your staff.

Take education courses to boost your knowledge and earn Xero certifications. All firms listed in the directory have staff members trained in Xero and eight or more clients on Xero. Look for a bookkeeper or an accountant near you in the Xero advisor directory, or use our match-making tool to find the perfect pair of hands.

The benefits of being #XeroCertified

Xero processes payment through a payment gateway like Stripe, GoCardless and others. Keep in mind that these services charge a fee to process payments (usually around 2.9% plus 25 cents per transaction, though this varies by the payment processor). Xero partners receive digital badges when they reach a certain status level, or if their staff have completed Xero certification courses with specialist badges. You can use badges in what is the income summary account physical and online marketing material to promote your practice’s Xero partner status, certification status and your individual expertise. Gaining a Xero advisor certification will give you valuable skills that allow you to offer Xero services to clients. An accountant and bookkeeper who is a Xero certified advisor will be properly educated on the Xero platform and able to perform Xero services efficiently and effectively.

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All three of these offer the ability to scale their accounting for larger businesses and both Xero and QuickBooks offer specific training for accountants. These companies offer Gusto integration for the same price—$40 per month and $6 per month per person. On the other hand, FreshBooks may be a better fit for freelancers and solopreneurs, as the capabilities are easier to navigate. Our UK Partner Consulting team is made up of qualified accountants, industry and project experts with years of experience working in and with practices just like yours. The team is available to help in a range of ways including data migration support, client onboarding, and supporting you with ways to keep your practice running smoothly and your staff happy. What’s more, their knowledge is available for you to access when you need it as part of your partnership with Xero.

Accounting software for a healthy business

If using multiple currencies is a priority to you, consider other platforms that offer this capability at a lower cost. Zoho, for example, is accounting software with a free invoice platform that allows you to bill in multiple currencies. Explore Xero accounting software and its tools for small businesses, accountants, and bookkeepers. As an early-stage start-up, we’ve leveraged both design and financial talent.

While human error will always play some role in security breaches, you can be confident in your accounting platform when it comes to keeping your information safe. It allows three users for its Essentials plan ($55 per month) and 25 users for its top plan, the Advanced ($200 per month). This can be helpful if your company is growing fast, or you simply want the reassurance that there’s no limit to how many people can be part of the team. Access all Xero features for 30 days, then decide which plan best suits your business. Join over 250,000 accountants and bookkeepers using Xero in their practice.

Payments are due by the end of your monthly billing period based on the date you purchased your subscription. To get the best possible experience please use the latest version of Chrome, Firefox, Safari, or Microsoft Edge to view this website. Ideal for employing businesses and those with more advanced needs. Use Gusto payroll to calculate pay and deductions, pay employees, simplify compliance, and update the Xero accounts. Access product support through Xero Central and advice from your own dedicated account manager.

Expert Talent Matching

Given that there are several invoicing software on the market, it’s worth putting in some time to research your options before choosing one for your business. We’re committed to the security of your data and provide multiple layers of protection for the personal and financial information you trust to Xero. Find out more about Xero’s commitments to data protection and data security. †Invoice limits for the Early plan apply to both approving and sending invoices. Transactions initiated by app partners may automatically contribute to your invoice limit. Enjoy additional benefits and free software as you move up the partner status levels from bronze to platinum.

If you’re not yet #XeroCertified but want to upskill in 2022, read on to find out more about Xero’s Advisor Certification and hear from fellow Xero partners on how it’s been useful for them. If you’re looking for an accountant who specializes in Xero, you can search for an accounting advisor through their website by location and industry. The Early subscription is tailored for solopreneurs and business owners who are just getting started.