we will be starting shortly intro to xero for accounting ...€¦ · advisor site. partner &...
TRANSCRIPT
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Intro to Xero for Accounting PartnersWe will be starting shortly
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Xero Tour GuideHi! I’m Carin D’Oliva
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About Xero
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Xero Summarized1,000+ staff globally
New releases every 3-6 weeks
Unlimited users with different roles
Global Leader in online accounting
Currency in the core
500,000+ Businesses
16,000+ Xero accounting partners Bank feeds from 5000+ institutions
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Now what?
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Educational Resources
Xero U PageXero TV Page
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On Demand Implementation
Xero Step by Step Practice Manager
Implementing Xero
Workpapers
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Payroll
xero.com/payroll
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CertificationSelf Paced
Live OnlineSelf paced and live online training
Extensive course notes w/ 29 Practice Exercises
Recommended preparation timeapprox. 5-6 hrs
PROMO CODE: FREEFALL
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Final Resources
Suggested Xero U video Xero Essentials, Xero for Mobile
Partner Application at www.xero.com/partners
Free live online training promo code FREEFALL
Contact me at any time [email protected]
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Thank you
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Appendix
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Self Help
Setting up Xero
QuickBooks Conversion
Help Center
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Single platform. Multiple editions. Controlled billing.Business Editions:
5
Business Pricing Page
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$3 /month $12 / month
CashbookLedger
Single platform. Multiple editions. Controlled billing.Partner Editions
Free*for silver partners and above
Partner Tools
Partner Products Page
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Partner Levels
5-24
100-49920% Margin
25-9915% Margin
500+30% Margin
Partner Program Page
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Partner Benefits
Partner Benefit Page
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Partner Toolkitcoming soon
Advisor Site
Advisor Site
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Partner & SMB Guides
Accountant & Bookkeeper Guides Small Business Guides
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Partner Benefits
Partner Benefit Page
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Xero U
Working with Add-on
The education journey
Integrated Practice ManagementGet CertifiedThe Fundamentals of
XeroSee Xero in
ActionGet to know Xero
Xero U Page
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Help Center & Community
Help Center Page
Community
Partner Help Topics
Feature Requests
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Free & Unlimited
SLA - 2 hours but usually quicker
Never outsourced
Team has the right balance of accounting, technology and customer service
99% email, 1% outbound phone
Teams in Auckland, Wellington, Melbourne, Denver & Milton Keyes
Customer Experience
Help Center Page
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Silver PlanConsultationImplementation Guidance (3)Add-on integration (2)
Gold PlanConsultationCustomized WorkshopImplementation Guidance (5)Add-on integration (3)
Platinum PlanConsultationCustomized Workshops (2)Implementation Guidance (3/workshop attendee)Add-on integration (3)Best Practice Documentation
Enablement Services