A new way to find the right advisor for your business (11/06/2025)

See all Xero certification and badges All pricing plans cover the accounting essentials, with room to grow. See all business types Discover this year’s updates designed to help you save time, featuring powerful new tools and features you might’ve missed. With features and tools to save you time.

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Yes, you can download your certification from the certifications page in your Xero learning profile. Your badge will typically appear in your Xero Central profile within 24 hours of successfully completing your certification or specialist badge assessment. Yes, you’ll receive a Xero digital badge and a downloadable certificate when you successfully pass a Xero certification or specialist badge assessment. Upskill on the complete suite of advanced features and tools to run and manage your business entirely on Xero. See how Xero can help businesses in your industry.

All firms listed in the directory have staff members trained in Xero and eight or more clients on Xero. Look for a bookkeeper or an accountant near you in the Xero advisor directory. Choose from the self-paced course, webinars or fast-track assessment.

If you’re looking for an accounting or bookkeeping partner for your business, check out our advisor directory. To get recertified, you must complete the required annual recertification assessment for your highest level of certification. You aren’t able to achieve level 2 certification if xero advisor you haven’t completed level 1, and you’re not able to achieve level 3 certification without completing level 2. Xero certifications can be completed through either self-paced courses, live webinars, or an assessment-only route Xero certifications and badges showcase the expertise of accountants and bookkeepers in Xero products. Try accounting software for everyday businesses.

Level 1: Xero associate certification

If you’re a fresh graduate with no Xero account or you’re not yet affiliated with any employer who uses this software, sign-up for the free 30-day trial. In this article, we’ll walk you through the sign-up and registration process, how you can earn a certification for free and some tips and tricks to ace your assessment. But how can you become a Xero Certified Advisor, especially if you’re not yet affiliated with any company that uses this software? If you need support with any of Xero’s business or practice products, we’re here to help. It’s going to be another difficult year for so many small businesses around the world.

Connect Xero to apps, integrations, and financial services to make it easier to run your small business. See all business types. See how Xero can help your business type or industry. Earning your way toward a Xero Advisor certification is a deliberate but worthwhile effort. Xero Central offers profound discussions about the features and capabilities of Xero. These blogs, podcasts, and videos will go a long way and will help you beyond your goal of receiving a Xero adviser certification.

Future-proof your practice

As tech automates tasks, advisory keeps your firm relevant—offer the strategic guidance tech can’t replace. Focus less on tasks, more on trust—advisory builds stronger client bonds and boosts long-term loyalty. Simplify workflows and gain powerful insights to position your practice for long-term success. And with Syft’s advanced reporting and insights, you can deliver deeper https://mocanventures.africa/2023/01/11/purchase-price-variance/ analysis and guidance to help your clients achieve their goals.

Our Advisor Directory was originally created to help our small business customers find a Xero partner in their city. After a successful https://skalagrupo.com/4-1-introduction-to-normal-distributions/ pilot in New Zealand, we’re now releasing a new matchmaking tool within the Advisor Directory to all small businesses globally, whether they use Xero or not. Businesses that thrived in 2020 were also more likely to consult professionals like accountants and bookkeepers before making important business decisions. We know that partnering with the right accountant or bookkeeper can make a big difference to your small business.

L2 Xero professional certification: Webinar

Deepen your knowledge of complex features, building your confidence in maintaining accurate transactions for period end reporting. Simply jump in and take the assessment. Complete your certification whenever it suits with flexible online modules. You can learn what you need, when you need it, and get certified faster. We’ve redesigned Xero certification to be flexible, relevant, and respectful of your time.

The Advisor Directory is such a valuable tool for small businesses that we’ve established a new team to focus on it exclusively. You can then choose an advisor based on what’s most important to you, whether it’s location, experience, the kind of clients they have or something else. To get your matches, you just need to complete a form with some details about your business.

Here’s why the change is so important and how it can help your small business. Join the Xero community of accountants and bookkeepers for more efficient collaboration, task automation and streamlined workflows. The Xero partner program is free and there are no ongoing costs. Future proof your scaling business – with advanced tools and analytics. See what tools you can get access to with the Xero partner program Get a pulse on the US’s 2025 accounting and bookkeeping landscape.

Assessment only

  • Search the advisor directory
  • You can learn what you need, when you need it, and get certified faster.
  • So whether you’re preparing for the end of financial year or want to set yourself up for success in the months ahead, you can find your best match in the new Advisor Directory.
  • We know that partnering with the right accountant or bookkeeper can make a big difference to your small business.
  • You can also share your certifications directly on LinkedIn.
  • Your Xero certification is valid for 12 months.

That’s why https://finskiedrewno.pl/understanding-capital-expenditure-capex/ we’re always looking for ways to help small businesses find the right advisor for their needs. In fact, a UK survey of 1,500 small businesses found that those with an advisor work an average of six hours less every week and enjoy their business 7% more than those without. Have at least one staff member from your practice commit to completing the Xero advisor certification within 30 days. The status levels are partner, bronze, silver, gold and platinum, with each status offering more benefits for you and your clients.

  • A Xero certification is a testament to your skill and knowledge in using Xero accounting software, its various features and the add-ons that are relevant to your tasks.
  • The Advisor Directory is such a valuable tool for small businesses that we’ve established a new team to focus on it exclusively.
  • The Xero partner program is free and there are no ongoing costs.
  • Get ready for a brand new way to build and showcase your Xero expertise.
  • Xero Central offers profound discussions about the features and capabilities of Xero.

From automation to connected tools and expert support, discover how Xero helps you become an advisory powerhouse. Explore free resources below for helpful tips and steps to get you to the next level. Xero is here to help, no matter your experience level.

Our advisor directory connects you to accountants and bookkeepers. As a Xero partner, you’re also eligible for Xero subscription discounts. As a partner of Xero you can get free software, training, promotional material, dedicated support and so much more. Join over 250,000 accountants and bookkeepers using Xero in their practice. With Xero, go beyond the numbers to provide insights that shape clients’ decisions and drive business success.

Doing so will be a great exercise toward earning your Xero certification. The demo company lets you try out Xero and its features using fictional data. These webinars can improve your fluency in using Xero and help you stay updated on the latest features. Xero provides free training/webinar that covers guidelines for set-up and bookkeeping processes for accountants and bookkeepers. Twelve (12) courses are available for you to take — from completing your initial setup tasks to managing practice tasks with Xero HQ. Before jumping straight to this part, take note that you can only take this assessment once.

You can also share your certifications directly on LinkedIn. By getting certified you’ll demonstrate to your network that you’re an expert across the Xero platform. Gaining a Xero certification will give you valuable skills that allow you to showcase your expertise in Xero products and solutions. Specialist badges highlight your skills in high-value areas like Xero’s practice products, payroll and tax. Collaborate with your peers, support your clients and boost your practice.

Our team came to the conclusion that if we could match small businesses with advisors based on all of the top attributes, then it would be a better fit. Things like the industry, size and type of their clients’ businesses, for example, were much higher on the list. We addressed this problem by undertaking some research to find out what kind of things are important to small businesses when it comes to choosing an advisor.

We’re committed to helping your firm succeed with solutions that make advisory services easier. Grow your practice and unlock new revenue streams with Xero. The expiration date is exactly one year from the day you earned your certification. Your Xero certification is valid for 12 months. Xero certification is free of charge.

A Xero certification is a testament to your skill and knowledge in using Xero accounting software, its various features and the add-ons that are relevant to your tasks. From today, it’s available to all small businesses globally — you don’t even need to be a Xero customer or use accounting software to access it. Once you’ve completed the learning and assessment you’ll receive an email with the relevant points, and details on how to download your CPD/CPE certificate. You can use badges in physical and online marketing material to promote your Xero partner status, certification status, and your individual expertise. The certifications need to be completed in order. Join over 150,000 certified individuals and showcase your expertise in Xero products and solutions with our new Xero certification and specialist badge framework.

To earn CPD/CPE points, you must complete the learning content (on-demand course, live webinar, or classroom event) and pass the assessment. If you hold multiple certifications, the expiry date will be tied to the achievement date of your highest certification level. Each completed certification has a downloadable PDF certificate that includes your name, certification name, completion date, and expiration date.