XERO TRAINING & SUPPORT FOR BUSINESSES IN THE UK

Our Xero Training Day Visit sessions are designed to provide you and/or your team with a rich bespoke immersive Xero training experience.

1) We start by identifying your key problems or errors in Xero. Some of these may be known, or it could be that we need to delve a bit more to find out the root causes.

2) Then, we discuss how you're using Xero & dealing with things at the moment, to truly understand where you're at (and also uncover some quicker ways of achieving what you need!)

3) Then, we'll discuss your desired outcomes for the session and your goals moving forward, so we focus on the most important things first.

4) Our bespoke Xero Training session is based on your outcomes & goals. By working on your Xero & using your data, this creates a unique & immersive training experience!

5) If you want to optimise your use of Xero in the future, let's develop a plan of action moving forward (such as going through other core Xero features, or hooking up an add-on). Let's get Xero to deal with more & more processes for you!

Our Short Sessions are designed to be just that - Short! Let’s get your Xero issue fixed, or let’s have a quick walk through of using the main features in Xero if you’re new to it.

During our Day Visits, we can cover any aspect of core Xero during our sessions, including:

Xero Set Up (financial, invoice & email settings; opening balances; item codes)

Bank feeds & bank rules

Sales & payment options

Bills, expenses, mileage & automations

Tracking, reporting & budgeting

Xero Payroll

Xero Expenses

Xero Projects

If you currently do any other tasks in a different system, and would like to start doing it in Xero, we can also look at The Xero App Store to see what add-ons are available.

If you are stuck with something in Xero - Yes, you can ask our friendly neighbourhood Google or it's equally friendly superhero, the Xero Help Centre.

Unfortunately, there isn't a "one-size -fits-all" answer when it comes to searching for answers online with Xero. Everyone uses Xero differently & has different requirements.

If you've ever tried searching for answers, you'll know it soon becomes like looking for a teeny-weeny needle in a VERY BIG haystack that soons takes over the entire day!! 🧐

We’ve worked with hundreds of businesses providing Xero Training & there isn’t much that we haven’t yet seen. With our bespoke Xero training, let’s get those issues resolved quickly, resolved once & for all, and we’ll show you how to fix similar issues going forwards.

We completely understand that you may be worried about making such a time & monetary investment into something, especially when you’ve not had a positive experience with someone else in the past.

We work with many business owners that have their own accountant, and many who have received varying levels of Xero Training before (either from their accountant or from another source, such as the Xero Help Centre).

Our Xero Training sessions are created as a bespoke session, as every business uses Xero differently. Working with you, from understanding where you’re at with everything, discovering what the most important area is for you at the moment (so we focus on the right things at the right time), what your goals are for the session, and a plan of action moving forward. All of this, coupled with our knowledge, creates a Xero Training session like no other.

We’ve been working with Xero since 2010. Over this time, we’ve helped hundreds of businesses with their Xero. We’ve added in apps from the Xero App Store. There isn’t much we haven’t seen!

Take a look at one of the many testimonials we have on this website, from some of the businesses that we’ve worked with.

And if you have any questions, please “get in touch” using the button above!

Yes we do! Our Xero Consulting sessions can take place over Zoom, phone call or in person (if you’re not too far away from us!) and typically last for 1 hour.

We can both log on to your Xero at the same time & go through any queries you may have.

✔️ Ideal if you want a quick monthly check in with anything on Xero or the business.

After your Xero Training, if you’re looking for an accountant, we can do that too!

We cover:

✔️ Assistance with your Xero book-keeping (as much or as little as you need)

✔️ Dividend planning

✔️ Quarterly review of Xero, fix any issues & submit your VAT return

✔️ Finalise & submit year-end accounts, tax returns & company returns

✔️ Email support on ALL THINGS Xero!

✔️ Support with Xero add-ons

✔️ Financial planning, tax planning & business growth support

✔️ A catch-up before your year-end so we can cover anything together.

After our Xero Training, we’ll be in touch to see how you’re getting on, if you’d like to find out more about how we can support you further, just ask!