From Desktop to Cloud:
Modern Workflows with Xero × Countable.
Xero and Countable are hosting a joint, CPD-eligible session for Canadian CPA and bookkeeping firm owners still running critical work on desktop tools or CSVs — and looking to modernize delivery without breaking month-end.
You’ll see how firms are:
  • Reducing CSV handoffs and rework
  • Building working papers on live Xero data
  • Creating a predictable month-end rhythm
  • Preparing for how AI will change year-end work
RSVP Now
Why this session
We'll share what “great” looks like when Xero and Countable are connected — live data into working papers, clearer month-end workflows, and a steady delivery rhythm.
Session Overview
Date & Time
March 12, 2026 | 12 - 2 pm EDT
Format
Live virtual Zoom session
CPD
CPD‑eligible session with certificates
Duration
120 minutes
Speakers
Atin Gupta
CEO & Founder - Countable
Aamar Yaseen, CPA
Senior Pre-sales Partner Consultant - Xero
Who is this session for
This session is designed for Canadian accounting and bookkeeping firms who:
  • Run a meaningful portion of work on desktop or CSV‑based processes
  • Use or are considering Xero for cloud accounting
  • Want a clearer, more repeatable month‑end and delivery rhythm
  • Think about cloud migration beyond just the accounting system
This will be most relevant for firm owners, partners, and operational leaders responsible for delivery, quality, and scalability.
Agenda
12-12:05 pm
Getting Started: Session Overview
12:05-12:50 pm
Xero: From Desktop/CSV to Cloud.
Migration strategy, common pitfalls, and what best-practice cloud workflows look like in real firms.
12:50-1:35 pm
Countable: A modern year-end, powered by Xero.
A practical walkthrough of modern delivery workflows, engagement structure and how working papers will change in the next 12 months.
1:35-1:55 pm
Live Q&A.
1:55-2:00 pm
Wrap-up & next steps.

Final agenda details may evolve and will be shared with confirmed attendees.
How registration works
To keep the session focused and valuable, attendance will be reviewed and approved.
Registration process:
  1. Submit your details using the form below.
  1. Our team will review submissions.
  1. Approved attendees will receive a confirmation email with Zoom access details.
Submitting the form does not guarantee attendance.
About the hosts
Countable helps accounting firms standardize engagements, structure month‑end, and modernize delivery.
Xero provides accounting professionals with connected, real‑time financial data.
Together, they support firms transitioning from desktop‑heavy processes to scalable, cloud‑first models.

This invite‑only CPD session is intended for a limited audience to preserve discussion quality. The application takes less than 5 minutes. Don’t wait, submit your interest today.