When you reach bronze partner status, you’ll get a free listing that you can customize to showcase your expertise. You can import data from other accounting software in bulk via CSV files once you’ve done some initial set up in Xero. That includes the chart of accounts, invoices, bills, contacts and fixed assets. We recommend working with an accountant or bookkeeper, preferably one with Xero experience, when you make the move to Xero online accounting software.
See how to get listed in the Xero advisor directory and how to make the most of the opportunity. Xero champions are firms whose team members have completed the most Xero training and who are growing fast. All firms listed in the directory have staff members trained in Xero and eight or more clients on Xero.
The experience has been incredible, with those professionals bringing creativity, expertise, and advice to ensure Sidekick succeeds. My Toptal financial expert helped steer Sidekick’s business model, which resulted in an initial ROI of 650x! My experience with Toptal has given me great confidence https://www.quick-bookkeeping.net/ in the future. During the 14 years working with Renishaw, he also met and helped many fascinating clients (Universal Robots, Intuitive Surgical, and Quadrofoil) and enjoys freelancing to help even more. Get access to all of Xero including add-ons like Xero Projects and Xero Expenses.
He has excelled in executing complex equity, debt, and property deals to suit individual projects and entities. An expert in the automation of processes, he enjoys consulting with clients worldwide to help develop their accounting function so it provides clear, concise data for efficient decision-making. The Xero advisor directory helps potential clients find and connect with your practice. Small business owners can browse for an accountant or bookkeeper by location or use Xero’s matchmaking tool to find a Xero partner who works with similar businesses to theirs.
Become a Xero expert
Apps like Stripe, Vend, and Shopify connect seamlessly and sync data with Xero. Gaining a Xero advisor certification will give you valuable skills that allow you to offer Xero services to clients. An accountant and bookkeeper who is a Xero certified advisor will be properly educated on the Xero platform and able to perform Xero services efficiently and effectively. As such, they’ll be able to offer a better service to clients seeking advisors proficient in Xero, and ultimately add to the existing services provided by the firm. Those who complete the course will also be awarded an official certificate that can be promoted by both the individual and the firm.
- Anything you enter will be retained when you transfer from a free trial to a subscription.
- As a CFO, Barbara has led multiple software startups through venture capital fundraises and exits totaling over $25 million.
- As a freelancer, he leverages his experience to assist and advise management teams in achieving their goals.
- In regions where a feature is listed as an add-on (for example, Xero Payroll, Xero Projects, Xero Expenses and Analytics Plus), pricing is based on the number of users who use the add-on each month.
Use the demo company to try things out, or enter your own business details and data to try it out for real. Anything you enter will be retained when you transfer from a free trial to a subscription. Alan has spent the last 10+ years https://www.kelleysbookkeeping.com/ advising and working with pre-seed to post-Series B firms. His experience includes operating as CFO for companies as they scale and raise capital for growth. He has supported acquisitions, new product launches, and IPO transactions.
Can I hire Xero Experts in less than 48 hours through Toptal?
Join the Xero community of accountants and bookkeepers for more efficient collaboration, task automation and streamlined workflows. When you join and become Xero-certified, you get a Xero subscription for your practice, plus access to Xero HQ for managing clients. Invite your advisor to work with you on the online accounts anywhere, anytime.
Collaborate with your peers, support your clients and boost your practice. Small businesses, accountants and bookkeepers locally and across the world https://www.online-accounting.net/ trust Xero with their numbers. Access a vast pool of skilled finance experts in our talent network and hire the top 3% within just 48 hours.
As a freelancer, he leverages his experience to assist and advise management teams in achieving their goals. Xero partners receive digital badges when they reach a certain status level, or if their staff have completed Xero certification courses with specialist badges. You can use badges in physical and online marketing material to promote your practice’s Xero partner status, certification status and your individual expertise. Check out the Xero App Store to find, try and buy business apps that connect to Xero online accounting software and make running your small business even easier.
Showcase your expertise
Set up bank feeds from your accounts so transactions are imported securely into the Xero accounting software each business day. Explore Xero accounting software and its tools for small businesses, accountants, and bookkeepers. Get a free listing in the Xero advisor directory once you reach bronze partner status.
See all your invoices, contacts, balances, financial information and accounts online. Browse resources from Xero experts to see how to better manage your cash flow and get paid faster. Allows corporations to quickly assemble teams that have the right skills for specific projects. Xero certification can be completed through online courses, a live webinar or a fast-track Xero advisor certification. Use Xero to work with your employees, bookkeeper, or accountant online, even if you’re on opposite sides of the world.
Plans to suit your business
Thorsten is a corporate finance advisor and CFO with an international career in investment banking (Lehman Brothers, Banco Santander) and technology ventures. He partners with SMEs as well as PE/VC investors in the TMT, health care, consumer, and financial services sectors to solve strategic and financial challenges. He is also an expert financial modeler and speaks English, German, and French. As your practice moves from new partner to bronze, silver, gold and platinum status levels, you’ll unlock more benefits.
I was very impressed with the quality of finance talent in Toptal’s network. Our expert’s experience was immediately evident through his insightful questions and the speed at which we could move. Toptal stayed on top of the process from making the match through to the successful completion of the project. Scott had a lot of finance experience which he used to ask the right questions and help us do things more quickly than we would have done without him.
Attend Xerocon, roadshows and other events
Look for a bookkeeper or an accountant near you in the Xero advisor directory, or use our match-making tool to find the perfect pair of hands. Access Xero features for 30 days, then decide which plan best suits your business. Start your new year without stress by making Xero your go-to accounting and business solution. Toptal’s screening and matching process ensures exceptional talent are matched to your precise needs. Access product support through Xero Central and advice from your own dedicated account manager.
Alan is a seasoned problem solver and data-driven decision-maker with expert facilitation skills. What really sets Toptal apart is the caliber of finance talent available in their network. I had a very specific and pressing need, and Toptal quickly matched me with the perfect person for the job. The expert produced a thoughtful and robust financial analysis that has ultimately allowed us to forecast and prioritize initiatives much more efficiently.
