CPA - medium firm
Other
Join the Xero Education Team and Xero Partner, Jay Kimelman of The Digital CPA, as we tackle the work of taking on new clients. Whether folks come in with an Excel sheet, outdated QuickBooks file or even a shoebox of receipts, with Xero you can start the process of balancing the books automagically!
We’ll begin with an in-depth look at Xero Partner edition for accountants and bookkeepers. You’ll learn how to quickly set up clients and assign them to staff. Then our learning objectives will cover the unique tools and features included in Xero, such as industry-specific Chart of Accounts and Cash Coding, all designed to save you time.
Jay Kimelman, CPA, CITP
The Digital CPA
Founder and Chief Accounting Officer
[email protected]
407-900-6713
Jay is the Founder and Chief Accounting Officer of The Digital CPA and has been a CFO, a CIO, and a business owner of his manufacturing firm. To survive and thrive, businesses must master the back office, and Jay believes Xero is the vehicle to make that happen. Every day, Jay is instrumental in adding value and simplicity to the lives of business owners through streamlining processes, illuminating cash flow, and integrating their technology to prevent unnecessary data entry and busywork. Jay's passion going forward is to help other CPA firms utilize Xero technology to help themselves and their clients do beautiful business!
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