The world is changing, our profession is changing and technology is driving that change. Learning new leading edge software products like Xero will help advance your career and help you build a stronger practice by adding more value and freeing time to be that trusted advisor.

1. The Ultimate Resume Boost

2. Technology is driving change

3. What is driving
change in
the industry?
Technology
The role of accountants
Easier for SMB’s leave
their Accountant
Outsourcing
Value / Fixed Price Billing

4. Data locked in the desktop

5. Cloud provides anywhere, anytime access

8. Now the servers can do the work

9. Morning Alison,
overnight we received
$12,000 from last
months projects &
I've paid the team.
Everyone is happy.
I've left messages for
Jim Jones who owes us
$6500. I've put a time
in your diary to call
him.
It’s Mike's 3 year
anniversary Friday.
Now the servers can do the work

10. Cloud collaboration
they want to pay you
for it, they need your
expertise!
Your clients are asking
for your time, beyond
the accounting

11. The journey to a connected
advisor is just beginning

12. Connected
advisor
Customers
Suppliers
Xero / Add-ons
Processes
Banks
Government
Insurance/HR/Legal

13. Why Xero

14. subscribers

15. Milton Keynes
Melbourne
Denver
New York
Auckland
Canberra
Wellington
17 offices in 12 cities around the world
Los Angeles
San Francisco
London
Sydney
Brisbane
Perth

16. Accounting innovation
Relational reporting
Tracking rather than repeating groups in CoA
Single ledger
Small business and advisors working on same data
Files
Source documents alongside accounting entries
Multi-perspective general ledger
Cash and accrual in same journal
Currency in the core
Real time gains and losses on the fly
Bank reconciliation
Data entry keeps business up to date every day
Report codes
Cross practice reporting

17. Completed horizontal platform Huge growth in all markets
Building scale in the platform
People. 403 into team FY15
Built capability Product releases Customers
1,200+ 540,000

18. $88.3B
Invoices sent
63.4M
$310B
Transactions
processed in Xero
Improving small business at scale
Days to get paid – 2 year change
41 26
Measured from 1 April 2013

19. Business insight platform
Government
Global, national,
local commentary,
inform government policy
Xero Customers Big Business
Industry specific models,
next generation banking,
strategic data relationships
Business performance,
industry benchmarks, targeted
insights, credit scoring

20. Big Data
for small
business

21. Big Data
for small
business
Anonymous macro data for
the first time uncovering the
shape of small business
Unlock insights to
Business Owners
Industry benchmarking
• Geocode
• Industry Code
• Report Codes

22. Anonymous macro data for
the first time uncovering the
shape of small business
Unlock insights to
Business Owners
Industry benchmarking
• Geocode
• Industry Code
• Report Codes

23. 400+
Xero is an open
platform and when
it says it integrates
with something it
actually does”
“
Ean Murphy, Bookkeeper, NYC

24. Career booster

25. Getting started
Make connections
Entrepreneurship department
Professors
AICPA
Research
Small Business Association
Local CPA or Bookkeeping firm
Technology Vendors

26. Getting clients &
Getting it right
Start with Friends and Family
•Deliver amazing customer service
•Don’t charge to start
•Run parallel
•Stick to bookkeeping
•Create an offering, website & eMail

27. Going solo without
being alone
Professional organizations
Old fashion networking
Social media groups

28. Interviews are a
two way street
Where do you want to work?
•Interest groups and charities
•Cloud technologies
•Work/life balance
•Accessibility to mentors
•Work space and office atmosphere
•Break time activities

29. Next steps

30. • A business is a labor of love
• Why do you do what you do?
• How do you define success?
Combining passion and business: Start with Why

31. Specialize

32. Selecting the right
platform to deliver
your services

33. Select a target
market focus
Process
Evaluation
Setup &
Configuration
Plan Execution
Marketing Plan
Devote time to the process
Find the right solutions
Test and Refine
Practice Champion
Communication
Take the early adopters
Perfect the process
Rinse and Repeat
What makes you unique?
Who is your ideal client?
Create and live by your vision.
Am I inspired by my clients?
Are we more efficient?
Have you added value to
our client engagements?
Big enough to matter
Small enough to lead
Good fit with your skills
and interests
Choose the niche
Steps to create your platform

34. Your platform using the eco-system
Payment services
Invoicing
Point of sale
Website
Inventory
Social media

35. Health & WellnessHigh Tech Nonprofit
XeroSpecialization
SMB Breakdown Based
on Size
SMB Breakdown Based
on Size
SMB Breakdown Based
on SizeHigh TechLegal
• Similar workflows
• Require real time access
to trust accounts
Web design Retail
• Want user friendly
interface
• Work provided on project
basis or standard fee
• Multi-channel sales
• Owner often works on
“back office” after hours
• Comfortable with cloud
technology
• Understand the value of
collaboration
• Teachers/trainers often
contracted on an hourly
basis
• Reoccuring monthly billing
• Require flexible reporting
• COA standardization

36. Knowledge is power

37. Financial Statement Analysis
The connected
advisor’s offerings
Virtual CFO
Process Improvement
Forecasting & Budgeting
Bookkeeping
Cashflow management
Strategic planning

38. The value of visibility for virtual CFOs
Financials Non-Financials KPIs

39. Start small

40. Services in real time

41. Create a ‘win-win’
revenue model
with the client

42. Next steps to
a connected
practice
Becoming Certified
Begin with your existing clients
• Start with a few
• Choose a single platform
• Document the process
Promote your services
• Host your own events
• Send Newsletters, Press Releases & Blogs

43. It’s when you’re
uncomfortable that you
learn & grow the most.
Barbara Corcoran
“

44. Xero U
The education journey
Train me on XeroTell me about Xero Grow my practice
Xero U Page

45. Xero U
The education journey
Train me on XeroTell me about Xero Grow my practice
Get to know
Xero
Xero U Page

46. Xero U
The education journey
Train me on XeroTell me about Xero Grow my practice
See Xero in
Action
Get to know
Xero
Xero U Page

47. Xero U
The education journey
Train me on XeroTell me about Xero Grow my practice
The Fundamentals
of Xero
See Xero in
Action
Get to know
Xero
Xero U Page

48. Xero U
The education journey
Train me on XeroTell me about Xero Grow my practice
Get Certified
The Fundamentals
of Xero
See Xero in
Action
Get to know
Xero
Xero U Page

49. Xero U
The education journey
Train me on XeroTell me about Xero Grow my practice
Integrated Practice
Management
Get Certified
The Fundamentals
of Xero
See Xero in
Action
Get to know
Xero
Xero U Page

50. Xero U
Working with Add-on
The education journey
Train me on XeroTell me about Xero Grow my practice
Integrated Practice
Management
Get Certified
The Fundamentals
of Xero
See Xero in
Action
Get to know
Xero
Xero U Page

51. On Demand
Xero U Page Xero TV Page
Role based training
Video Series

52. Certification
Self Paced
Live Online
Self paced and live online training
Extensive course notes
w/ 29 Practice Exercises
Recommended preparation time
approx. 5-6 hrs

53. Help Center & Community
Help Center Page
Community
Partner Help Topics
Feature Requests

54. On Demand Implementation
Xero Step by Step Practice Manager
Implementing Xero
Workpapers

55. Promos
Promo Code: ResumeBoost
•Live online Certification
•Partner Edition

56. Thank you

57. Appendix

58. Sign up to be a partner
1.Register for a username
• https://www.xero.com/us/signup/
• Follow the steps to confirm the email address. This will set you up on a Free Trial
of Xero.
• In the "organization name" field enter "ResumeBoost" (this can be changed after
the initial set up)
• If a promo code is requested at at time please use "ResumeBoost"
2.Complete this form and note "ResumeBoost" as the Practice name and use the same
email address as step 1 (this can be changed after the initial set up)
3.Within 48 business hours of completely both steps above Student will receive an
email confirmation that Partner Edition has been activated on their Partner Account.

59. Self Paced Training & Certification
The steps for access the training from your partner edition are as follows:
First time accessing the course
Log in your Xero practice
Education & Tools → My Training → Choose a course at Xero U→Select your role on Xero U→Scroll for Xero
Certification→Select Self Paced Learning→Login
Once you click Login the course will launch automatically
To get back to your course
Log in your Xero practice→ Education & Tools → My Training →Go to my self paced learning → Xero Partner
Certification Course
To take the certification exam
Log in your Xero practice→ Education & Tools → My Training →Go to my self paced learning → Xero Partner
Certification Test

60. Resources

61. Single platform. Multiple editions. Controlled billing.
Business Editions for your clients:
5
Business Pricing Page

62. $3 /month $12 / month
CashbookLedger
Single platform. Multiple editions. Controlled billing.
Partner Editions
Free
*for silver partners and above
Partner Tools
Partner Products Page

63. Partner Levels
5-24
100-499
20% Margin
25-99
15% Margin
500+
30% Margin
Partner Program Page

64. Partner Benefits
Partner Benefit Page

65. Partner Toolkit
coming soon
Advisor Site
Advisor Site

66. Partner & SMB Guides
Accountant & Bookkeeper Guides Small Business Guides

67. Partner Benefits
Partner Benefit Page