Intro to Xero for Accounting PartnersWe will be starting shortly

Xero Tour GuideHi! I’m Carin D’Oliva

About Xero

Xero Summarized1,000+ staff globally

New releases every 3-6 weeks

Unlimited users with different roles

Global Leader in online accounting

Currency in the core

500,000+ Businesses

16,000+ Xero accounting partners Bank feeds from 5000+ institutions

Now what?

Educational Resources

Xero U PageXero TV Page

On Demand Implementation

Xero Step by Step Practice Manager

Implementing Xero

Workpapers

Payroll

xero.com/payroll

CertificationSelf Paced

Live OnlineSelf paced and live online training

Extensive course notes w/ 29 Practice Exercises

Recommended preparation timeapprox. 5-6 hrs

PROMO CODE: FREEFALL

Final Resources

Suggested Xero U video Xero Essentials, Xero for Mobile

Partner Application at www.xero.com/partners

Free live online training promo code FREEFALL

Contact me at any time Carin.Doliva@xero.com

Thank you

Appendix

Self Help

Setting up Xero

QuickBooks Conversion

Help Center

Single platform. Multiple editions. Controlled billing.Business Editions:

5

Business Pricing Page

$3 /month $12 / month

CashbookLedger

Single platform. Multiple editions. Controlled billing.Partner Editions

Free*for silver partners and above

Partner Tools

Partner Products Page

Partner Levels

5-24

100-49920% Margin

25-9915% Margin

500+30% Margin

Partner Program Page

Partner Benefits

Partner Benefit Page

Partner Toolkitcoming soon

Advisor Site

Advisor Site

Partner & SMB Guides

Accountant & Bookkeeper Guides Small Business Guides

Partner Benefits

Partner Benefit Page

Xero U

Working with Add-on

The education journey

Integrated Practice ManagementGet CertifiedThe Fundamentals of

XeroSee Xero in

ActionGet to know Xero

Xero U Page

Help Center & Community

Help Center Page

Community

Partner Help Topics

Feature Requests

Free & Unlimited

SLA - 2 hours but usually quicker

Never outsourced

Team has the right balance of accounting, technology and customer service

99% email, 1% outbound phone

Teams in Auckland, Wellington, Melbourne, Denver & Milton Keyes

Customer Experience

Help Center Page

Silver PlanConsultationImplementation Guidance (3)Add-on integration (2)

Gold PlanConsultationCustomized WorkshopImplementation Guidance (5)Add-on integration (3)

Platinum PlanConsultationCustomized Workshops (2)Implementation Guidance (3/workshop attendee)Add-on integration (3)Best Practice Documentation

Enablement Services