Turn everyday bookkeeping into cash flow advisory with Xero - US & CA
For accountants & bookkeepers in the US & CA.
Bookkeeping is where the work starts, but it doesn’t have to be where the conversation ends. In this session, we’ll show how tools like JAX, online bill payments, and automatic bank reconciliation can help you turn everyday workflows like invoicing, payments, and reconciliation into more valuable advisory conversations with your clients. Whether you’re just starting to branch into advisory or looking to make it more scalable, this webinar will give you practical ways to move from reporting on the numbers to helping clients act on them.
This is the first webinar of a 2-part series. Click here to register for the 2nd webinar.
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Turn everyday bookkeeping into cash flow advisory with Xero - US & CA
Thursday, Jul 16, 2026 at 1:00 PM to 2:00 PM EDT