XERO TRAINING & SETUP

from Chesterfield to London

Xero is a beautiful and easy to use system, designed for business owners with little or no accounting knowledge.

 

But a helping hand at the beginning can make a massive difference.

 

Using our expertise gained by helping over 100 businesses to use Xero effectively and efficiently, we’ll show you all the tips and shortcuts that we’ve learnt, so you’ll save even more time.

 

We provide on site Xero training throughout the UK.  So wherever you’re based, and would like our support, please click the button to contact us about expert bespoke training or keep reading for more information.

 

After our training session, you’ll be fully setup with Xero and ready to start benefiting from using it.  No more putting it off and delaying the benefits just because you are unsure where to start…

BENEFITS OF OUR XERO TRAINING…

ONSITE TRAINING

Means you benefit from the support, in the comfort of your own usual working space. You can invite anyone else who works in the business to the session. You also have all of your other data there, so we can look at it all and support you with any queries that you currently have.

BESPOKE

Our training is personalised, based on your own needs & requirements. Because we're onsite, looking at your Xero alongside you, any issues or questions you have, we can work through these too. We cover all aspects of using Xero, and chat about all aspects of your business (from how you operate time recording, sales, bills and expenses to how you deal with stock and how you take payments from your customers).

SYSTEMS REVIEW

Whatever additional processes your business needs to do (be that stock tracking, time tracking, receiving payments, point of sale, debtor tracking, bills and expenses) we can assist you in adopting, integrating and implementing the most appropriate app with Xero for a totally slick system.

ONGOING HELP

After our training, we can provide additional support for you and your business. Access to monthly accounting, business support and financial planning. We're a growing family, and as your business develops through it's journey, we will support you in all areas, helping you to make your business a success.

FAQ

Where do you provide Xero training?

 

Our Xero training is done in person with you. We love cloud technology and can do remote sessions, but we have discovered that face to face training on Xero is the best way.

 

We cover the whole of the UK currently, so wherever you are, we’ll come to you!

How does your Xero training work?

 

We start by getting to know you and your systems and processes, so we can be sure to get your Xero setup in the best way for you. We then look at your existing Xero entries to see how you’ve been getting on so far, and this tells us where you need a little more help.

 

We then put together a bespoke agenda for Xero training, which might be a day, or several days, or just a few hours. We believe the combination of a bespoke agenda, and face to face support, is what makes our Xero training special.

Who do you provide Xero training for?

 

In smaller businesses we like to work with the business owner and also the person who will be doing the day to day work in Xero. This is quite often the same person of course!

 

Within larger businesses we will work with all accounts and finance staff and the owners/directors too.

 

Training is tailored to the person we will be working with, so we will ensure all members of your team know exactly what they need to know when it comes to the use of Xero, and the outcomes and insights that Xero gives.

Do you help with Xero add-ons?

 

Our clients, as well as ourselves, use many of the Xero add-ons from the Xero add-on marketplace. We can provide advice, training and setup on Harvest, Vend, CIN7, GoCardless, Stripe, eWay, Receipt Bank, Tripcatcher, Chaser, Workflow Max, eWay – and many more.  We can also advise and assist with the selection, implementation and integration of other add-ons.

 

There are hundreds of add-ons, and that’s growing each day.  We place a lot of importance on chatting with you at the very start to find out all about your business operations, so we can really understand the way in which it operates, and advise appropriately.

Do you do Xero Payroll Training?

 

Of course, Xero payroll is easy to setup but is a little different to payroll software that you may be used to, for good reason! A bit of guidance from us will ensure that you can get going confidently with running your payroll in Xero.

Do you provide training on all aspects of Xero?

 

Yes, our Xero training covers bank reconciliation, quotes, invoicing, purchase orders, bills and expense claims. Payroll as mentioned, Inventory, Fixed Assets, Manual Journals, VAT Returns, Reports, Budget Manager… We will focus on the areas that are most important to you.

If I’m currently using another accounting software, will you help us to transfer the financial data to Xero?

 

Yes we can.  We recommend bringing in financial data from the start of your current year if you’re part way through the year, and we will ensure this is a seamless process by using the most efficient method for your business.  By getting to know you and your systems and processes, so we can be sure to get your Xero setup in the best way.

How much is the Xero training?

 

We will provide you with a personalised quote after having an initial chat, but a typical day onsite with you starts at £675 + VAT, and a half day starts from £375 + VAT.  After the session, we will be happy to answer a reasonable level of follow on questions at no extra cost.  Moving forwards, if you require regular ongoing support, we have a number of cost effective options to offer you.

What our clients say about Xero training:

  • I am a start-up business and Scott has been very helpful setting up the Xero Accountancy package for my business and training me to use the system. Any questions are answered promptly. Nothing is too much trouble. I would certainly recommend his services.

    - Kay Johnson - Crimson Calendars

  • Scott has started working with my business during an incredibly busy time, whilst we are also undergoing huge structural and operational changes. He has been very patient and understanding, as well as giving clear practical advice on how we structure our accounts. I cannot recommend him enough.

    - Paul Campbell - Green Vision Energy

  • We engaged Scott to assist us with fine tuning our Xero and Harvest integration. Scott's training style is friendly, straightforward and very easy to follow. He was able to quickly understand our needs and tailor the training accordingly. We now feel confident using the tools and would highly recommend his company to others looking to make the most of their adoption of Xero and other integrated tools.

    - Kate Halls - Carve Consulting

GET IN TOUCH

If you would like our support to get the very most out of Xero, please leave your details and we’ll be in touch!


Which Of The Following Are You Interested In?
Xero Training & SetupXero Add-ons & IntegrationsXero PayrollMigrating To Xero

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