This blog post sheds light on the journey to becoming a Xero certified bookkeeper, a credential that signifies proficiency in one of the most influential accounting software solutions in the industry. Our product and technology teams are constantly making improvements in Xero, implementing changes to give our customers an even better experience. The #XeroCertified quarterly product update webinars inform you of key product changes, help you work efficiently with Xero products and support your clients more effectively.

Starting a bookkeeping business

• The American Institute of Professional Bookkeepers (AIPB) offers anyone the ability to become a Certified Bookkeeper (CB) by passing a certification exam.
• You’ll need some training and certification to become a professional bookkeeper.
• If you’re not yet #XeroCertified but want to upskill in 2022, read on to find out more about Xero’s Advisor Certification and hear from fellow Xero partners on how it’s been useful for them.
• Those who complete the course will also be awarded an official certificate that can be promoted by both the individual and the firm.

Looking to the future, Xero certification will continue to evolve to make sure our partners are getting the best education possible. In response to your feedback last year, we’ve already implemented some exciting changes to the live product update webinars for this year. Our webinars will now include tips specifically for our partners to get the most out of Xero, chances to win spot prizes as well as guest appearances from Xero leaders.

Who’s in the directory?

You must have at least two years of full-time work experience, or the equivalent in part-time or freelance bookkeeping work. You’ll need some training and certification to become a professional bookkeeper. See how to get listed in the Xero advisor directory and how to make the most of the opportunity.

Download the bookkeeping business guide

Once certified, you’ll receive an official certificate to show your clients that when you say you’re an expert in Xero – you really mean it! To maintain your certification, you’ll need to complete the four quarterly product updates each year. Passing the Xero certification exam is a milestone, but the journey doesn’t end there. The world of finance and technology is constantly changing, and maintaining your certification requires an ongoing commitment to learning. Xero offers continuous updates and advanced training sessions to ensure that certified bookkeepers remain at the forefront of accounting innovation. At Finanshels, we understand that the journey to becoming a Xero certified bookkeeper is both a personal and professional endeavor.

Xero partners receive digital badges when they reach a certain status level, or if their staff have completed Xero certification courses with specialist badges. You can use badges in physical and online marketing material to promote your practice’s Xero partner status, certification status and your individual expertise. Xero certification can be completed through online courses, a live webinar or a fast-track Xero advisor certification. To get yourself to the stage where you’re ready to start your own business, a combination of education, certification, and mastery of the work tools are a good foundation. And most clients are going to want to see that you have some experience, including endorsement from business owners like themselves. On top of that, a desire to help others run their business well is a sound driver for starting a bookkeeping business.

The path to becoming a Xero certified bookkeeper is an investment in your professional future. It opens doors to new opportunities, enhances your credibility, and positions you as a leader in the field of bookkeeping. As you embark on this journey, remember that each step you take is a building block for your success in the dynamic world of financial technology.

If you’re already one of our #XeroCertified partners, you will receive an invitation to the first quarterly product update for 2022. Remember, you need to complete all four updates for the year to maintain your Advisor certification. In a world where efficiency, accuracy, and security are paramount, xero certified bookkeeper Xero certification equips bookkeepers with the skills needed to excel. Gaining a Xero advisor certification will give you valuable skills that allow you to offer Xero services to clients.

All firms listed in the directory have staff members trained in Xero and eight or more clients on Xero. Avid finance writer translating complex financial concepts into insightful and accessible content.

Becoming a Xero certified bookkeeper is a valuable professional milestone that signifies expertise in one of the leading cloud-based accounting platforms. Xero certification equips bookkeepers with essential skills for providing efficient, accurate, and secure financial management services. The journey involves engaging in comprehensive learning modules and passing the Xero certification exam, followed by continuous learning to stay current with evolving finance and technology trends. Finanshels supports aspiring bookkeepers in this journey by providing the tools and resources needed for success. This certification not only enhances career prospects but also positions professionals as leaders in the dynamic field of financial technology. Choose from online courses, a webinar, a live classroom or if you already know Xero well you can take our fast-track assessment.

At Finanshels, we’re here to support your growth and celebrate your achievements, every step of the way. Together, let’s embrace the future of finance with confidence and expertise. Software will improve your efficiency and reporting capabilities so many clients will expect you to use it. If you plan to learn a particular software package, find one that provides good learning resources and certification. Courses are available through technical institutes, polytechnics, colleges and universities. Complete courses or attend webinars to gain certifications and recognise your knowledge of Xero’s products.

List your practice in the advisor directory

Your accountant or bookkeeper can be a valued business advisor so check what to look for when you choose one. Xero partner Georgia Goodman from Leech & Partners has been #XeroCertified for seven years. “For me, being #XeroCertified means we’ve put in the time to educate ourselves on Xero. Work through the big decisions around accreditation, services to offer, fees to charge, and how to find clients. As an extra tip, look for software that is commonly used by the types of clients you want to work with. Xero champions are firms whose team members have completed the most Xero training and who are growing fast.