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Xero for accountants and bookkeepers12/3/2023 ![]() The drag-and-drop panels were especially impressive as ease of use goes. We liked that each user can reorganize the dashboard and hide features they don’t use so they can home in on the features they need. We found it helpful that Xero’s dashboard gives an immediate picture of your business’s overall financial position, which eliminates potential confusion and can help you stay on top of your bills and payments. Once you’re set up and are familiar with the dashboard, the functions are fairly intuitive to navigate. Xero is cloud-based, so you don’t need to download or install programs. Phone-based customer support cumbersome to access.Not good for international businesses or project tracking, unless you subscribe to the most expensive plan.Plan options for young, growing and established businesses.Simple payment system that easily syncs with bank accounts.Xero makes paying invoices simple, enabling you to pay directly from the invoice screen with whatever debit or credit card you prefer to use. “Amanda is and has been the ‘go to’ person for everything Xero education and training related in the United States.Xero’s dashboard is designed to facilitate timely bill pay that sustains vendor relationships. ―Bruce Phillips, Managing Director and Partner, Aprio Cloud Always available, on point, and a pure pleasure to work with and be around!” ![]() “Amanda is and has been the ‘go to’ person for everything Xero education and training related in the United States. ―Jeff Phillips, CEO, Padgett Business Services Co-founder, Accountingfly Her experience of building a Xero-focused firm in the early days of cloud adoption has positioned her as a leading trainer and consultant in the profession.” “Amanda has a gift for helping firms unlock technology to build modern accounting practices. ―Blake Oliver, Co-host, Cloud Accounting Podcast You’ll be in great hands with one of the original cloud accountants.” Not only is she extremely knowledgeable, but she also knows how to make accounting and technology fun. “If you want to learn about Xero and how to run a modern practice, go no further than Amanda Aguillard and Elefant. If you want to better understand the cloud accounting ecosystem, there’s no better person to go to than Amanda.” She’s not only built a highly reputable cloud-based firm, she’s helping modernize the industry by creating communities of forward-thinking accountants. “Amanda has a unique and incredibly informed voice within the accounting profession. She is a proven expert in getting the most out of the Xero platform and ecosystem.” Amanda inspires accountants and bookkeepers to build their own dream practices, like she has. “As an early adopter in the United States, Amanda has helped us develop Xero and our community. ![]() Praise for Xero: A Comprehensive Guide for Accountants and Bookkeepers Xero: A Comprehensive Guide for Accountants and Bookkeepers, along with its companion website, is your one-stop resource for becoming fluent in the features and functionalities of this global accounting software platform. Access the companion website, full of templates for reports, invoices, bills with payments, and more.Discover best practices that can help you maximize the value you get from using Xero.Learn how to integrate Xero with other cloud-based software.Master Xero’s interface and features-specific for the US version of the software.In today’s cloud computing world, we need all our tech tools to play nicely together, and this book delivers on that goal, showing you how to integrate Xero to your other software for seamless operation. Author Amanda Aguillard also connects the dots between accounting theory and the Xero interface and features, so you will understand exactly why you’re doing what you’re doing. In addition to introducing you to the basics of using Xero, this book provides best practices that will help you streamline bookkeeping workflows and leverage this cloud-based accounting platform. You’ll walk through the technical details of how to take advantage of everything Xero has to offer. This book covers all features available in the Established subscription plan in Xero. The rapid adoption of cloud technology by businesses has left many accountants and bookkeepers in need of a guide to quickly gain the Xero skillset. Xero is rapidly gaining traction as an accounting and bookkeeping software, as competitors’ strategic changes have left professional advisors looking for an alternative. Xero: A Comprehensive Guide for Accountants and Bookkeepers is a how-to guide for Xero’s US-based advisors. Learn how to maximize value and increase efficiency in Xero with basics and best practices
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