SPECIALIST XERO TRAINING FOR ACCOUNTANTS & BOOKKEEPERS


Expert Xero Training for Accountants & Bookkeepers, so you can better support your clients.

We are 100% Xero focused accountants & are based in Chesterfield. We cover all of the UK & can easily come to visit you.

  • We are Xero Gold Partners
  • We are Xero Adviser Certified
  • We are Xero Payroll Certified
  • We are Making Tax Digital ready
  • We are Xero Migration Specialists
  • We are Xero Tax Specialists
  • We are Xero Cash Flow Specialists
  • We are Professional Services Specialists
  • We are Retail and eCommerce Specialists
  • We are Trade and Construction Specialists
  • We are a Starling Bank Accounting Partner
  • We are GoCardless Certified in the Accountants Program
  • We are A2X certified

XERO TRAINING FOR ACCOUNTANTS

Xero is brilliant. Your clients know it. You know it. 

But sometimes, even the best accountants need a helping hand with the finer details.

Over the past few years, we’ve watched Xero transform how businesses manage their finances. Having everything in one system, from invoicing, bills and bank feeds to payroll, projects, expenses and reporting, gives you and your clients crystal-clear visibility of their numbers. It enables you to help them spot trends as they happen, make smarter decisions about where to invest and understand their cash flow. But here’s the thing: having Xero and knowing how to squeeze every drop of value from it are two different beasts entirely.

SET UP XERO FOR your CLIENTS

Every business is unique, so their Xero setup should be too. 

Some of your clients might need only basic invoicing and bank reconciliation. For them, keeping it simple is the best way forward. There’s no point overwhelming them with features they’ll never touch. Others might need the full works, such as multi-currency transactions, complex inventory tracking or integration with their ecommerce platform.

The trick is knowing which add-ons will add value to your clients. Some might struggle with managing multiple supplier payments and benefit from approval workflows. Others might juggle various projects simultaneously and find that project tracking will transform how they monitor profitability. And for those dealing with high volumes of small transactions, automated credit card reconciliation can save hours of manual work every month.

WHY ACCOUNTANTS & BOOKKEEPERS CHOOSE OUR XERO TRAINING

Let’s be honest, between keeping up with tax changes, managing client deadlines and running your own accountancy practice, finding time to master every Xero feature feels impossible.

That’s why we created our accountant-focused Xero training. We know you don’t need the basics. You need the shortcuts, the hidden features and the solutions to those head-scratching problems that crop up with your more challenging clients.

Maybe you’ve got a client with a unique workflow that doesn’t fit Xero’s standard processes? Or perhaps you’re moving a particularly fussy client from Sage and need to replicate their beloved reports? Whatever the issue, we’ve been there, solved it, and can show you exactly how to handle it.

SPECIALIST XERO TRAINING FOR ACCOUNTANTS, BY ACCOUNTANTS

With so many accounting software solutions available, getting the right support when you get stuck with Xero can seem daunting. While the software providers mean well, their support often misses the mark for accountants & bookkeepers. You’ll spend 20 minutes explaining your issue, only to receive a link to a basic help article you’ve already read three times.

We’re different because we’re accountants too. We understand the pressures of month-end, the complexity of year-end adjustments and why getting a client’s VAT return exactly right matters so much. 

When you’re stuck on something specific, like handling a partial exemption in Xero or setting up management accounts that make sense, we speak your language.

Over the years, we’ve helped dozens of accountancy & bookkeeping practices master Xero’s advanced features. From complex consolidations to custom reporting, we’ll share the practical tips and knowledge that will make you and your accountancy practice indispensable to your clients.