Content Provider
Tdc
Sponsored by
Xero logo
Handout Materials
Presentation Slides
Additional Materials
Webinar Technical FAQs
Xero custom classbanner

CLEAN UP YOUR CLIENT WRITE-UP WITH XERO

Cost Free
Presentation Length 1.0 hour

Recorded DateDecember 9, 2015
CPE:Not available
(archived webinars do not offer CPE credits)
Subject AreaOther
Course LevelBasic
Course Description

Discover how a bit of cloud technology can transform the process and profits of client write-up. Xero Partner, Jay Kimelman, CPA CITP, outlines how his firm, The Digital CPA, modernized write-up to grow high-value advisory services. And Xero’s own, Peter Wen, CPA, illustrates how Xero streamlines the workload of year end books, with automation and real-time collaboration.

Learning Objectives

  • Update traditional client write-up processes

  • Leverage new cloud technologies

  • Build-in advisory services

  • Include Xero in a write-up offering

  • Streamline workflow with Xero tools and features

Not logged
PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
Linkedin

Jay Kimelman, CPA, CITP

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

Tdc

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!

Linkedin

Peter Wen

Xero
Director
[email protected]
(415) 806-1107

Xero logo

About Our Sponsor

Xero logo
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.