CloudIntegration.Partners is a partner program for Xero Bookkeepers and Accountants. Xero Advisor certification is a certification course for all advisors providing services to Xero-based client companies. It allow users to learn and become certified with the software through educational lectures and training sessions. There were a number of processes within my business that were to labour intensive and Brett recommended SMB to see what was in the market place that could help me save time and reduce errors. SMB consultants were so helpful with service and support.

They do a great job and the most important part is that they handle the ongoing support. For those of us that have been down the road on cloud integration, the setup is the easy part – it’s the ongoing support that takes time and can drain our resources as advisors. TradiePad advised that a job management software, Tradify, would tick the most boxes for Jason, then sent him a proposal outlining the training schedule and implementation costs, including support.

Why resting and recharging is important for small business owners Xero Blog

Below, you will find international content, tools, and resources from XERO. Xero Central provides a range of education tools from webinars to online courses. If you are new to Xero and would like to speak to a PrimeGlobal member firm who is already a Xero partner, please contact Each month, you will be notified with your status, number of points, certifications, distinctions and benefits calculated from the previous month. Find who’s partnered with who in your industry, discover your product’s next big integration, uncover hidden opportunities for revenue, and more.

Find resources to grow your accounting or bookkeeping practice, no matter where you’re at in your Xero journey. Trak will automatically sync your contacts, invoices and payments with XERO. I came across TradiePad while researching which software might suit some of my Tradie clients. I sat in on a  scoping session they did with Jason at Snowy River Plumbing, and quickly realised that I didn’t need to try and become an expert in Cloud Mobility software as these guys had already done the “hard yards.” “We love working with SMB Consultants because they empower the financial information that we receive into Xero thus allowing us to better advise clients on the financial position of their business.” Access the information and manage your team from anywhere at any time.

Joint Managing Director   SMB Consultants

Xero has been built around an open ecosystem, enabling advisors
and their clients to connect third-party apps and services into a single
accounting ledger. Having presented at numerous Xero events, TradiePad and SMB Consultants realised the demand faced by accountants to provide their clients integrated solutions for the retail, hospitality, trade and wholesale verticals. In 2009 no one knew what a cloud integrator was because they didn’t exist yet. Around this time Jeffrey Atizado and Peter Klein were heading a fast paced retail technology store. Clinton Cowin and David Robbins were running a successful plumbing company.

Xero’s global customer experience team provides individual and
personalized support, with most of the team having a degree-level
accounting background. Chelle Corporation is proud to be a gold partner of Xero Accounting Software. Xero is an online accounting program that is easy to use and will give you all the tools you need to run your business. Collaborate with your peers, support your clients and boost your practice. Xero is world-leading online accounting software built for small business.

Resources for Xero partners

Connecting your company’s Trak account with XERO is simple, and data will automatically sync. Sandra from SMB Consultants helped us with the initial set up of Xero, integrated with our POS Kounta. With this being our first small business and my background being a teacher, I didn’t know where to start and was overwhelmed with the support that she provided me. I feel confident knowing that my systems are set up correctly and that if I ever have any problems, Sandra is only an email or phone call away. With all the stresses that come with owning a business, having this support is invaluable. Members
have the opportunity to engage with carefully created and curated XERO
events.

• Download marketing guides, email templates and collateral.
• I’ve run the Compliance Bookkeeping practice for 14 years, and  throughout that period I have always looked for the perfect Productivity Tools for my various clients.
• The program is created with the view to make your business a success, based on what success means to your business.
• With this being our first small business and my background being a teacher, I didn’t know where to start and was overwhelmed with the support that she provided me.
• There were a number of processes within my business that were to labour intensive and Brett recommended SMB to see what was in the market place that could help me save time and reduce errors.

Your support helps the transition from MYOB Accounting to Xero a smooth one. It is great to know that I can count on you and SMB support team and that I am never going it alone. Courtney leads the global Alliance Partnership Program and supports the program by providing advice and sharing best practice and global opportunities. Additionally, she manages Marketing Directors Groups, as well as program content and engagement initiatives. Xero provides the opportunity to differentiate your advisory
offering and deliver efficiency for your clients at scale through the Xero app
store.

If you are using Xero, you will have already been notified of your Xero Partner status. For some, your status will have already improved, and for others you will be looking at what you can do to reach the next level. The program is created with the view to make your business a success, based on what success means to your business. Send online invoices to your customers – and get updated when they’re opened. Use our mobile app to reconcile, send invoices, or create expense claims – from anywhere. Use the Xero advisor directory listing to find a small business accountant or bookkeeper who use Xero for bookkeepers and accountants.

Accounting firms gain access to efficient tools for
compliance work, smart practice management software and a cloud-based
single accounting ledger for clients. For businesses, Xero provides the foundation to
build a complete online business solution. It connects businesses with
their bank, accounting tools, payment services and https://bookkeeping-reviews.com/my-xero-for-partners/ third-party apps, so
everything is securely available at any time. “But the ecosystem is far from complete,” said Xero’s Partner program manager – Ronan Quirke – in his article from May 2012. The add-on niche of this ecosystem is growing rapidly; we hope that the saying ‘there’s an app (or add-on) for that’ becomes a reality.

What is Xero Advisor certification?

The global ecosystem – filled with passionate developers, satisfied small business owners, and thriving Xero certified advisors – is successful and growing. Xero has revolutionized accounting software and has paved the way for cloud-based modern businesses, where smartphones are staples and mobility is key. We will help you craft an effective, personalized back-office for your company to help make decisions faster, operate more efficiently, and lower costs.

You need to build the right team of trusted advisors around you to help with the right advice. They have a great understanding of the App environment, and what’s likely to work best in any given business. Their training, follow-up and support is first-class, and they help our tradie business clients take their operations to a much higher level. CloudIntegration.Partners pair you with an experienced consultant https://bookkeeping-reviews.com/ who can assist you and your client with selecting the perfect cloud solution. We provide your client with configuration, training, hardware and ongoing support, keeping you in the loop every step of the way. Streamlining the way potential and existing partners access resources, send enquiries and book consultations, they see the portal as a springboard for many successful collaborations to come.

Resources

Log in anytime, anywhere on your Mac, PC, tablet or phone to get a real-time view of your cash flow. It’s small business accounting software that’s simple, smart and occasionally magical. Our app seamlessly integrates with the accounting software to provide you with a one-stop business solution. From your accountant’s access on Xero, log in and follow the instructions. Just set up your Libeo account and click on “integrations”.

• Deliver a distraction-free reading experience with a simple link.
• SMB consultants were so helpful with service and support.
• We know you can’t do it all yourself, and that’s what we teach our clients.
• We can also design a flow chart outlining your work flow for free!