Xero for Client Accounting Services

Presented by Jon Brandt 

During this webinar participants will receive a high-level overview of why they should consider offering ‘client accounting services’ as part of their practice. They will also learn about the typical client accounting service workflow(s) in contrast to workflows for ‘write-up’ services. Xero will be demonstrated with an emphasis on how the bank reconciliation feature is configured for client accounting services. Participants will also observe how the Xero Report Templates feature streamlines reporting related to client accounting services. Finally, there will be a discussion of the next steps participants should take in transitioning their practices to client accounting services.

Learning-objectives:

Upon completion of this webinar, participants will be able to:

• Identify benefits of Client Accounting Services
• Contrast typical write-up workflow(s) with Client Accounting Services workflow(s)
• Define the use of Xero’s bank reconciliation feature in the context of Client Accounting Services
• Describe how Xero’s Report Templates are used relative to Client Accounting Services