Xero Training

This is how our bespoke XERO TRAINING & XERO SUPPORT works:

We’ll work together to identify any problems or errors in your Xero;
Discuss how you’re using Xero & dealing with things at the moment;
Discuss your desired outcomes for the session, and your goals moving forward;
We’ll structure our training sessions based on these outcomes & goals; and
If you want to optimise your use of Xero, we can develop a plan of action (such as other features, or hooking up an add-on).

During & after our sessions you’ll:

gain all the knowledge you need to enable you to run your finances in Xero properly & quickly;
learn how to deal with your transactions properly (including the more complex ones);
know how to fix common issues for you if they crop up again;
start to save time on Xero each day;
regain the confidence in what Xero is saying about your business; and
love using Xero again!

During our Xero Training & Xero Support sessions, we can cover any of the following:

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 & other core Xero tools
Xero Payroll, Xero Expenses, Xero Projects
The Xero App Marketplace (for other business processes)

Check out all the details of our Xero Training & Xero Support Solutions below…

Book Xero Training

ONSITE XERO TRAINING SESSION

We’ll visit you at your usual working space, and use your Xero data during the session.

Ideal for businesses that:

have errors in Xero & need help with fixing them, once & for all.

see things in Xero that don’t make sense and are confusing.

have been using Xero for more than a year, without any help from a Xero expert to get everything working optimally.

are converting to Xero from another accounting system, and want to get Xero set up correctly with specialist user training.

A session typically runs from 10am – 3pm (with a short break in the middle). Prices from £550 + VAT.

XERO TRAINING PROGRAM – 4 sessions to be taken over a 12 month period

We’ll visit you at your usual working space, and use your Xero data during the session. After the first session, the remaining 3 sessions should be agreed & booked in advance, for example:

to coincide with your VAT quarters.
for the next 3 months (to quickly get your Xero right & working well).
if there are other staff members who need user training.

Ideal for businesses that:

have a range of things to go through over a period of time, which will take longer than a stand-alone Xero Training Session.

Email support is available between sessions for simple quick fixes & tips. If you have more complex queries, we will cover them at the next session.

Each session typically runs from 10am – 3pm (with a short break in the middle). When booking a total of 4 sessions in advance, the total price starts from £2000 + VAT.

(a saving of £200, based on booking 4 separate sessions).

AFTER OUR XERO TRAINING …

We have a range of follow on solutions if you want to carry on working with us!

REMOTE XERO CONSULTING

A 60 minute Zoom call (or phone call) each month, where we both log in to your Xero at the same time & go through any queries. Ideal if you want a monthly check-in with anything in Xero or the business. Prices from £150 + VAT per month.

ONSITE XERO CONSULTING

A follow up visit, typically 10am - 3pm (with a short break in the middle). Ideal if you have a range of things to go through & implement over a period of time, you’re growing & have changing requirements, or if you'd like us to visit you on a more ad-hoc basis. Prices from £550 + VAT per visit.

XERO ACCOUNTING

Email support | assistance with your book-keeping | dividend planning | quarterly review of Xero, fix any issues & submit your VAT return | year-end accounts, tax returns & company returns | support with Xero add-ons | access to financial planning, tax planning & business growth support via Zoom/phone/meeting| a catch-up via Zoom/phone/meeting before your year-end so we can cover anything together. Prices depend on the scope of the engagement.

I’M READY FOR YOUR XERO TRAINING!

Please let us know a bit about you, and a few things about how you’re using Xero at the moment – and we’ll be in touch!