Xero Training

Through our XERO TRAINING & XERO SUPPORT, you’ll save time each day, get up to date, get super clear on your finances & start enjoying your business!

This is how it 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 & goals moving forward;
We’ll structure our training sessions based on these outcomes & goals!; and
To optimise Xero further, we can develop a plan of action moving forwards.

You’ll gain all the knowledge on how to use Xero correctly for your business, as well as how to deal with the complex things when they crop up 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…

LEARN MORE ABOUT US!

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 £525 + 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 £1900 + VAT.

AFTER OUR XERO TRAINING …

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

REMOTE XERO CONSULTING

This is a 1-hour Zoom call (or phone call) each month, where we both log in to your Xero at the same time. Ideal if you want a monthly check-in with anything in Xero or the business. Prices from £125 + 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 £525 + 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!