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Balancedbooks

BALANCED BOOKS IN HOURS - NOT DAYS

Cost Free
Presentation Length 1.5 hours

Recorded DateJanuary 7, 2015
CPE:Not available
(archived webinars do not offer CPE credits)
Subject AreaOther
Course LevelBasic
Course Description

Join the Xero Education Team and Xero Partner, Jay Kimelman of The Digital CPA, as we tackle the work of taking on new clients. Whether folks come in with an Excel sheet, outdated QuickBooks file or even a shoebox of receipts, with Xero you can start the process of balancing the books automagically!
We’ll begin with an in-depth look at Xero Partner edition for accountants and bookkeepers. You’ll learn how to quickly set up clients and assign them to staff. Then our learning objectives will cover the unique tools and features included in Xero, such as industry-specific Chart of Accounts and Cash Coding, all designed to save you time.

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PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
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Jay Kimelman, CPA, CITP

The Digital CPA
Founder and Chief Accounting Officer
[email protected]
407-900-6713

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Jay is the Founder and Chief Accounting Officer of The Digital CPA and has been a CFO, a CIO, and a business owner of his manufacturing firm. To survive and thrive, businesses must master the back office, and Jay believes Xero is the vehicle to make that happen. Every day, Jay is instrumental in adding value and simplicity to the lives of business owners through streamlining processes, illuminating cash flow, and integrating their technology to prevent unnecessary data entry and busywork. Jay's passion going forward is to help other CPA firms utilize Xero technology to help themselves and their clients do beautiful business!

About Our Sponsor

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Xero is beautiful, easy-to-use online accounting software for practices and their clients. The company has over 700,000 subscribers in more than 180 countries. Xero seamlessly integrates with over 500 third-party tools, including solutions for CRM, point-of-sale, time tracking, eCommerce, inventory and more. Xero also provides dedicated resources to its valued Partners, such as free practice software, easy client conversion tools, free 24/7 support, ongoing educational sessions, a dedicated account manager, and marketing assistance to name a few. It’s no wonder Xero has ranked No. 1 by Forbes as the World's Most Innovative Growth Company for two years running. To get started on your Xero journey, please visit xero.com/us/partners.