How to Become a Xero or QuickBooks Certified Accountant

Small businesses, accountants and bookkeepers locally and across the world trust Xero with their numbers. Let me start by saying, these are just two of the more popular programs. One of the keys to being a trusted advisor is finding solutions that work for your clients, regardless of the perks offered by a vendor. No one wants to do business with the company pumping the best deals for its own employees – people want to work with companies that put the client’s interests first. For instance, both QuickBooks and Xero have certification programs, giving certified accountants bonus perks and exposure. Today, we’ll take a look at how those programs work and what the benefits of joining up are.

Xero’s Advisor Certification is a learning experience that helps our accounting and bookkeeping partners become proficient and confident with Xero’s core features. You can complete certification in the way that best suits your learning style and your previous knowledge of Xero. Choose from online courses, a webinar, a live classroom or if you already know Xero well you can take our fast-track assessment. Once certified, you’ll receive an official certificate to show your clients that when you say you’re an expert in Xero – you really mean it! To maintain your certification, you’ll need to complete the four quarterly product updates each year. The Xero advisor directory helps potential clients find and connect with your practice.

Xero welcomes new members to Aotearoa New Zealand’s Partner Advisory Council

Remember, you need to complete all four updates for the year to maintain your Advisor certification. 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. Explore Xero accounting software and its tools for small businesses, accountants, and bookkeepers.

  • Xero champions are firms whose team members have completed the most Xero training and who are growing fast.
  • The Xero Partner program functions as the introduction to the Xero world.
  • We help your organization save time, increase productivity and accelerate growth.
  • “For me, being #XeroCertified means we’ve put in the time to educate ourselves on Xero.

Take time to figure out if one is going to be enough, then forge ahead if you feel like you need a little more. QuickBooks certification is like many other certifications, in that it’s a resume booster. There’s obviously a lot of value in knowing the information, but the real value probably comes from the credibility the certificate lends to you and your business.

For accountants and bookkeepers

That is to say, use these programs if they’re a good fit for your beliefs and practices, not because they seem like good ways to make easy money. Interested in becoming #XeroCertified to make sure you’re getting the most out of Xero? Join the 100,000+ #XeroCertified individuals globally and start your learning experience to certification here. 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. Ideal for employing businesses and those with more advanced needs.

Over 3.95 million subscribers use Xero

Xero’s certification is one step on a long road of points and kickbacks that can help you gamify your whole business and could lead to a major change in your workflow. The classes are two-day seminars and come in QuickBooks Online and Desktop flavors. In either version, you’ll spend the first day on basics and the second day going over more advanced topics.

Start using Xero for free

Your practice can earn points in a number of ways, including bringing clients on to Xero and using Xero products. When you join and become Xero-certified, you get a Xero subscription for your practice, plus access to Xero HQ for managing clients. Your accountant or bookkeeper can be a valued business advisor so check what to look for when you choose one. Access all Xero features for 30 days, then decide which plan best suits your business. Doubling up is doable, but I wouldn’t go for both programs in one year.

Acquisitions and partnerships

Join over 250,000 accountants and bookkeepers using Xero in their practice. Collaborate with your peers, support your clients and boost accounting job description your practice. Many accountants may have need of both systems and may have enough clients that dual certification makes sense.

Find a US bookkeeper or accountant near you

Looking to the future, Xero certification will continue to evolve to make sure our partners are getting the best education possible. In response to your feedback last year, we’ve already implemented some exciting changes to the live product update webinars for this year. Our webinars will now include tips specifically for our partners to get the most out of Xero, chances to win spot prizes as well as guest appearances from Xero leaders. †Xero customers who use online invoice payments get paid up to twice as fast than those who don’t use online invoice payments.