bank reconciliation

With so many ways to earn points, we’re making it easy for all partners to qualify, even partners that are not accepting new clients. With Hubdoc & Xero, you can streamline document collection, data entry, and bank reconciliation so you can increase efficiency, prepare for an audit, and gain insights to help you run your business. We’re thrilled to announce that Hubdoc is now part of the Xero partner program!

Riding the New Wave of Integrated Payments – Bain & Company

Riding the New Wave of Integrated Payments.

Posted: Wed, 24 Aug 2022 07:00:00 GMT [source]

It’s now easy to see the number of Xero points and Xero certifications you need to earn to gain or maintain your Xero champion status. Sell products & services with a powerful, cloud-based POS that works on any PC, Mac or iPad. A cloud based service to automatically sync POS and e-commerce data with Xero. Defining your bookkeeping service offerings is important for any bookkeeping practice – especially those who are on the road to advisory. From document collection and transaction coding in Hubdoc, to payment processing in and reconciliation in your general ledger, automate your entire bill pay process for clients. We hope both current and future Hubdoc and Xero users will experience even more value from the Xero partner program with the opportunity to earn points with Hubdoc.

Accounting software

Hubdoc automatically financial documents from hundreds of finan… Read a few New Year’s resolutions from accountants and bookkeepers looking to improve their practices and their culture as they prepare for 2019. Your comments also bring to mind the differences between recognising the achievements of firms/practices and recognising the education, knowledge and proficiency of people. We are planning to increase recognition of both practices and people. The number of ‘CPA’ set up files I have had to correct is testament to that.

In this way, we are giving every selecting a business structure the opportunity to showcase and describe their professional qualifications with self-authored profiles. This approach lets each person share what they are proud of and their unique qualifications. Jordan, for example, has many designations (e.g., CPA, CGMA CITP, CISM, CGEIT) including a Google Partner which are less common and requires investment to achieve. While I don’t agree with shouty capitalisations, I do agree with the notion that meeting the criteria of and belonging to professional bodies should be recognised when you’re ranking competence. That level of knowledge is quite a big deal when it comes to assistance to clients in their businesses.

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Get the POS with a near zero learning curve, crafted specifically for hospitality. Get in touch to learn more about how Hubdoc and Xero can supercharge your practice. As a Xero partner, you have access to a range of benefits that become increasingly valuable as you grow with Xero.

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  • We appreciate that you love the idea of the new points based system.
  • Bill and receipt data extraction can be powerful to make bookkeeping seamless.
  • In this webinar, he shares how he built a cloud bookkeeping tech stack and optimized our workflows.
  • Square helps sellers of all sizes start, run, and grow their business.
  • Paige takes her knack for teaching to the yoga studio and chases any opportunity to learn something new.
  • Considering it mentions that there must be two certified advisors in Bronze.

The second is ensuring that staff are earning or maintaining their Xero Certifications. A certain number of Xero-certified staff are required to meet this criteria – two if you’re at Bronze level, or three for Silver and above. Your practice can earn points in a number of ways, including bringing clients on to Xero and using Xero products.

The Partner Program

As we’ve worked more with Xero to deliver a platform that seamlessly connects small businesses with their financial data, and their accounting and bookkeeping partners, we’ve only grown more excited by what’s to come. Just some feedback I have given before that I still struggle with. I think it particularly important with the new partner program that is placing more importance on Xero U and staff certification. As practice manager who is going to drive the education of my staff I need to know where they are at in their certification and what courses they have done. Currently I can only see my own and even that is hard to find.

So without throwing discredit on CPA’s in any way, I think the Xero Champion status needs to be based on advanced Xero knowledge and skills first and foremost. We will experience something similar – looks like we would move from silver back to bronze because of insufficient staff numbers. We are a small business with a significant proportion of Xero clients, hopefully you can iron this out Xero so it doesn’t happen. Join over 250,000 accountants and bookkeepers using Xero in their practice.

For now, we’re continuing with the processes and display rules we have today. This new Xero Champion status is part of the expanded Xero Partner Program and will be available to all accounting and bookkeeping partners from November 2016. This distinction is available to partners regardless of partner status. Join the Xero community of accountants and bookkeepers for more efficient collaboration, task automation and streamlined workflows. Get a free listing in the Xero advisor directory once you reach bronze partner status. In this webinar, he shares how he built a cloud bookkeeping tech stack and optimized our workflows.

Data sync by HubSpot

We will continue to listen to partners, small businesses and professional bodies to guide the next round of improvements. @Paul – The Xero Champion badge is an extra level of benefits for partners that are growing and have gone beyond the baseline requirement of 1 certified staff member. There are other criteria like user star-ratings and comments that we’re considering to reflect how well a partner serves its clients. We’re listening and will continue to refine as we learn. Read our blog post to get ideas from leading accounting and bookkeeping professionals. Since then, we’ve taken more steps toward building a deeper integration with Xero.

MYOB launches all-in-one Partner Hub – AccountantsDaily

MYOB launches all-in-one Partner Hub.

Posted: Mon, 21 Nov 2022 08:00:00 GMT [source]

Find out who’s leveraging cloud accounting and bookkeeping technology to create incredible client experiences. I agree with Dona – there are many practices out there run by one or two people. For them to be disadvantaged and not allowed to be a Xero Champion because their growth does not involve recruiting more staff does not seem to be a fair move. The staff number criteria should be removed, it does not reflect how much of a “champion” a Xero partner will be at providing service to a client.

We’re carefully working through the details and will share the progress in November. @Kirsten, with the new Xero HQ release in November, you find a number of improvements to the staff page including information on the certification status of staff members. We know how important the designation of professional bodies are and that not everyone searching the directory will know a CA represents. As a community and through the directory, we want to increase awareness in addition to how we work closely with professional bodies, groups and associations to increase overall awareness in the business community.


Here are some resources small businesses can use to help navigate this challenging time. I am more than willing to assist with such issues for other professionals or businesses that have no interest in becoming a client…as a service to the profession. @Bianca, most of the partners we talked to said they would partner up with someone by adding a contractor, or part-time employee. We really want people like you to qualify so we are still working through the criteria and will have more information soon.

Give customers more ways to pay with PayPal and Venmo – and automatically view and reconcile transactions within Xero. Automatically debit your customer’s bank account whenever your Xero invoices are due. Sapaad is a powerful, cost-effective restaurant Cloud POS; inventory, call center, online ordering & more. The Eats365 POS provides all the necessary tools for growth and efficiency right to your fingertips.