1XERO PARTNER PACK

Beautiful accounting softwarewww.xero.com

XERO PARTNER PROGRAMME

Let’s start a great partnership

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Xero has helped our practice grow. Efficiencies allow us to take on more client work without the need for additional staff, and we’ve received referrals for potential clients who are searching for certified Xero advisors.

Kurt Sawatzki, Devlin & Co

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The Xero Partner ProgrammeBenefits at a glance

The Xero partner programme is free to join. Complete the application at www.xero.com/partners

Practice software that seamlessly integrates with Xero

Marketing to help you grow your practice

Education for you and your team to learn Xero

A discount on client Xero subscriptions

What is Xero?Xero is online accounting software that enables small businesses to work in real time with everybody involved in their business, including their accountant or bookkeeper. There’s no software to install and it’s no hassle to set up. Xero makes doing business better by connecting the right people with the right information, anytime, anywhere, and on any device.

A beautiful and rewarding experienceWe see our relationship with you as a true partnership – one that’s founded on the idea of giving your small business clients better control over their finances and offering more help to reach their goals. As a Xero partner, you’ll have all the tools you need to provide that support, run your practice more efficiently, and enable both your clients’ businesses, and your own, to grow.

Here are some of the advantages of being a Xero partner:

• Beautiful software so you can work the way you want

• Support and consulting that makes it easy to serve your clients

• Resources to differentiate and grow your practice

• Access to education and convenient ways to learn from others

• Recognition and rewards for the great work you do

• Added value to pass along to your clients

Global user statistics As at November 1, 2016:

• 862k subscribers worldwide

• 100k accountants and bookkeepers using Xero

• 10k clients referred to Xero partners every month

• 500+ connected apps

Introducing Xero

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Having the information you need at the right time is central to success. Xero provides small businesses and their advisors with an online platform that uses the single ledger at its core to bring all that information together.

Everything you need in one place

Xero is the fully-featured cloud accounting solution for small businesses and their advisors. It helps accountants and bookkeepers build a trusted relationship with small business clients through online collaboration. Using the single ledger, you can work together using the same data at the same time. We work closely with our customers, advisors and partners to continually develop new solutions, including:

The open platform for your practice, Xero HQ enables you to work however you want, with the apps, tools, functions, features and security you need, while managing your clients’ valuable data.

Prioritise your work using the activity feed, manage all your clients and staff from one central place, explore your clients’ app usage, banking relationships and industries, and take control of your Xero advisor directory listing.

For client reporting, Xero HQ includes fully customisable templates that offer out-of-the-box functionality. Enjoy flexible, faster reporting and spend more time helping your clients to understand their business with analysis and advice.

Xero HQ is offered free to our accounting and bookkeeper partners.

Xero’s app marketplace makes it easier for small businesses to find the right app for their business and industry.

Xero’s open app ecosystem gives small businesses and their advisors the opportunity to select the software application that best suits their unique needs and requirements as they grow, instead of locking them into a ‘one-size-fits-all’ approach.

Small businesses can search by industry or function to find the tools they need and discover tools they didn’t even know existed.

More than a quarter of Xero’s 862,000 subscribers now use one or more of the 500+ apps that are available to connect and integrate with.

Xero HQ is designed to connect directly with partner products such as Xero Workpapers and Xero Practice Manager. As an open platfrom, Xero HQ will also connect to third party applications, to deliver the complete solution of your choice.

A network of connected apps allows you to run your business your way, with the freedom to work and access information from anywhere, anytime and the flexibility to grow your business with software that can grow with you. You’ll benefit from hundreds of specialty apps that are continuously added to and enhanced.

Xero HQ, and the apps it connects with, represent a best-in-class approach to running your business and servicing your clients with Xero.

Xero Xero HQ

Xero App Marketplace Xero HQ Apps

Payroll Multi-currency Bank reconciliation Mobile app Files And much more

Invoicing Quotes Bills Purchase orders Inventory Expenses

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We know that small businesses are more successful when they work with a financial advisor. As a Xero partner, we’ll put your practice in front of the thousands of small businesses searching for the advisor that is right for them on the Xero advisor directory.

Once you reach Xero bronze partner status, you’ll be eligible for your own listing where you can promote your practice and grow.

www.xero.com/advisors

Xero Business Edition As a Xero partner, you’ll get a free, fully-featured subscription to Xero for your practice. Use the tools to maintain your own accounting records, including bank reconciliation, managing debtors and creditors, and generating reports.

Xero LedgerFor clients who aren’t quite ready to move to a fully-fledged accounting solution, Xero Ledger offers a simplified option. It enables advisors to use partner tools and harness the power of report templates, regardless of a client’s size. As your client grows, Xero grows with them. When the time comes, you can simply upgrade from the ledger to a cashbook or business edition.

Xero CashbookXero Cashbook is ideal for clients who don’t need regular accrual accounting. It’s the easy way to get your clients onto Xero while taking advantage all the benefits of bank feeds, bank reconciliation, reporting and partner tools.

Xero Advisor Directory

Products for your practice

Training and educationTechnology is reshaping the way we develop ourselves and our people. At Xero, we offer interactive education to our accounting and bookkeeping partners to help them become Xero experts. Through enriched training, and options to suit your preferred learning style, you’ll race ahead and add extra value to your practice.

Become a Xero championXero has a special distinction to show our appreciation for those partners who demonstrate a focus on growth and a commitment to certification: Xero champion. As a Xero champion, we’ll give you extra benefits to help you attract more clients. Find out more on xero.com/partners/status-levels

Get the best start on your Xero journey

Xero Practice ManagerSpend your time on your practice, not on administration. Xero Practice Manager is the full practice management solution. Easily record time, monitor work in progress, run invoicing and enjoy powerful reporting. Xero Practice Manager integrates directly with Xero HQ, with your client list shared across both products.

Xero WorkpapersTake control of your compliance workflow with Xero Workpapers. Customise workpapers to suit your practice, and collaborate and communicate with clients online. Your team can prepare, review and approve workpapers from any device. Connect directly to your clients single ledger with no need to import or export data.

Be recognised as you growThe Xero partner programmeNo two practices are alike. That’s why the Xero partner programme is designed to work for everyone – from a small accounting or bookkeeping business to a mid-size firm with multiple offices and employees – and to recognise you for the great work you do. Each client you have on Xero earns you points which contribute to your status and rewards. For more information on the points system, visit www.xero.com/partners/status-levels

Become Xero certifiedXero certification gives you the knowledge you need to serve clients as efficiently as possible. It also opens up new doors for your practice, including opportunities to add more clients through the Xero advisor directory. It’s really easy to renew your certification. Simply keep visiting Xero U for the latest courses that earn you the credits you need to stay certified.

www.xero.com/training

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1. Visit www.xero.com/about/terms/partner-agreement/ and read through the Xero Partner Agreement terms.

2. Fill in your details at www.xero.com/partners/signup, and one of our expert Xero team members will be in touch to help you get your practice started.

Join the partner programmeSigning up to become a Xero partner is really easy. Simply follow the steps below, and you’re on your way to getting the most value for your practice and ensuring the future success of your business.

Xero UMake the best start with education designed to suit your needs. Train on a new feature or and keep up with new trends.

Xero TVCheck out Xero’s video hub featuring case studies, product updates and tutorials.

Accountant & bookkeeper guidesRead tips, tricks and advice to help you grow, promote and manage your practice.

Xero partners have access to online training and education, marketing tools and resources – not to mention a dedicated account manager and support – all as benefits of our beautiful partnership.

Tools and resources to help you along your Xero journey

Xero help centreFind the answers to your most frequently asked questions in this knowledge base. The support team are there to help 24/7.

Exclusive eventsJoin us for the latest announcements, network with other partners at the annual Xerocon, and be recognised with awards.

Find out more about these tools and resources at www.xero.com/partners/partner-program

How much it costs

For small businesses

For partners

For partners

UK edition

LEDGER

£2GBP / month

CASHBOOK

£5GBP / month

VAT CASHBOOK

£9GBP / month

Users Unlimited Unlimited Unlimited

File storage 1GB 1GB 1GB

Reconcile bank transactions

Budgeting

Reporting

Bank feeds ×VAT return × ×Multi-currency × × ×Invoicing × × ×

All prices in Australian Dollars, including GST.

UK edition

STARTER

£10GBP / month

STANDARD

£22GBP / month

PREMIUM

£27.50GBP / month

Users Unlimited Unlimited Unlimited

Reconcile bank transactions 20 per month

Invoices 5 per month

Bills 5 per month

Bank feeds

Budgeting

Reporting

Auto superannuation × ×Multi-currency × ×

Xero offers 15% off the total subscription fee if more than one organisation is under the same subscriber. Xero Certified Partners also receive discounts.Add Payroll to any plan Add £5/mo for up to 5 employees, then £1/mo for each additional person

All prices in GBP, excluding VAT.

Does not take into account any partner discount.

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Beautiful accounting software www.xero.com/partners