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Xero for Client Accounting Services
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.


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

*This presentation will be be recorded and distributed, along with any handouts, after the event.
*This webinar is NOT eligible for CPE credit.

Nov 4, 2021 02:00 PM in Eastern Time (US and Canada)

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Jon Brandt
Jon Brandt is a Partner Consultant at Xero where he enables accountants to transform their practice with cloud technology. He practiced public accounting for over 7 years. During that time he excelled at building client relationships while advising mostly small to medium-sized businesses in a variety of disciplines including day-to-day functions, understanding their financial statements, budgeting/forecasting, and tax planning/preparation. Today, he is excited to share his experiences and help accountants adopt and utilize cloud technology to become more effective and efficient within their practice.