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Become a Xero Certified Bookkeeper: Your Step-by-Step Guide to Unlocking New Career Opportunities

xero certified bookkeeper

It created its Accounting Partner Program to help bookkeepers and accountants, focusing on a collaborative approach to managing their books. Quickbooks offers numerous courses to prepare you for the ProAdvisor certification exam. However, they aren’t necessary — you can take the exam if you’re confident you’ll pass based on your Quickbooks experience. Quickbooks is one of the most popular accounting software programs, and it offers a certification program called ProAdvisor for bookkeepers that want to stand out as Quickbooks pros. Lisa Turner, Xero partner from Accounted For You, first became #XeroCertified in 2017. “When I was setting up my own bookkeeping practice I knew Xero would be my accounting software of choice.

Accountants and bookkeepers near you

  • Work with your clients on one always up-to-date version of the books, for real-time financial data at your fingertips.
  • The main advantage the CB has over the CPB is that it doesn’t require previous education, such as a specific degree or the completion of preparatory courses.
  • 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.
  • Proficiency certifications demonstrate mastery of specific bookkeeping procedures or software programs.

Xero advisor certification is a learning experience that helps partners and business owners become proficient and confident with Xero’s core features. After completing their certification, #XeroCertified learners then complete four quarterly product updates annually to maintain it. 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. 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.

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At Finanshels, we understand that the journey to becoming a Xero certified bookkeeper is both a personal and professional endeavor. We encourage aspiring bookkeepers to view this certification not just as a career milestone but as a step towards shaping the future of accounting. With the right tools, resources, and support, achieving Xero certification is within your reach. QuickBooks certification helps to demonstrate to potential employers that you have the skills and expertise needed to use QuickBooks in a financial or accounting role successfully. If you’d like to supplement your education in the accounting field, consider additional online courses on Coursera, such as Intuit Academy Bookkeeping Professional Certificate or Bookkeeping Basics.

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Note that the terms “certification” and “certificate” are not interchangeable. And then we’ll answer a few of the most frequently asked questions about bookkeeper certification. Access Xero features for 30 days, then decide which plan best suits your business. As an extra tip, look for software that is commonly used by the types of clients you want to work with. Xero partner Georgia Goodman from Leech & Partners has been #XeroCertified for seven years.

xero certified bookkeeper

There is no legal or professional requirement to complete a bookkeeping course or certificate program to work as a bookkeeper. There’s no educational or certification requirement to work as a bookkeeper. However, there are certain situations in which you may want to consider getting a bookkeeping certification, or at least taking a course to buff up your skills. “It’s important for us to have the entire team #XeroCertified to show our professional competence on Xero. The benefit of maintaining certification is demonstrating that we’re up with the play on all things Xero.

Become a Xero partner

“In our business, our accounts team must all become #XeroCertified and maintain it while they work with us. All new starters must complete their Xero certification within the first three months of starting,” says Louise Holmes – Director at Red Office. Xero partner practice Red Office has embraced Xero certification, with 13 of their 15 accounts staff being #XeroCertified. You’ll need some training and certification to become a professional bookkeeper.

The median annual salary for bookkeeping, accounting, and auditing clerks was $28,570 in 2004, according to the Bureau of Labor Statistics. The widespread use of computers and bookkeeping programs has dramatically cut down on the amount of time required for bookkeepers to perform their bookkeeping duties. As such, many offices now require bookkeepers to take on additional responsibilities, such as payroll, customer service, or billing.

Training modules can help you learn about the software, its features, and how to use them, all of which prepare you for the exam. The pace of the work is steady and often repetitive, particularly for bookkeeping clerks. Some overtime may be expected during xero certified bookkeeper periodic book balancing and at the end of the fiscal year. Some of these workers belong to labor unions that are active in their industry. Certification may be necessary to move up in the field, demand higher rates/salaries, and land more complex roles.

Once you complete all of the sections and review your exam, you’ll submit it for a score. School placement offices may be able to help a student find a position as a bookkeeper. Other jobs may be listed with state and private employment agencies, on Internet job sites, and in newspaper classified ads. If interested in a government job, apply to take the necessary civil service test. The main advantage the CB has over the CPB is that it doesn’t require previous education, such as a specific degree or the completion of preparatory courses. Nicole Lynch, Xero partner from Streamline Management Australia, gained her certification in 2012.

“I actually put off doing it for ages, I thought it would be hard and we’d been using another product since the mid 90s. Work through the big decisions around accreditation, services to offer, fees to charge, and how to find clients. It’s crucial to complete all relevant courses to gain a comprehensive understanding of Xero’s features and functionalities[5].

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