Xero Training

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

 

  1. We’ll work together to identify any problems or errors in your Xero;
  2. Discuss how you’re using Xero & dealing with things at the moment;
  3. Discuss your desired outcomes for the session, and your goals moving forward;
  4. We’ll structure our training sessions based on these outcomes & goals; and
  5. 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!
Remote Xero Training & Xero Set Up

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… 

Remote Xero Training & Xero Set Up

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!


Which Of The Following Are You Interested In?
Converting To XeroXero User TrainingXero Review & FixXero Add-ons & Other ToolsPayroll, Projects, Expenses, TimesheetsOur Follow On Solutions

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