Training

understand xero’s features, tips & tricks

We provide One-on-One in-person or remote (via Zoom - Webinar) training sessions that are tailor-made to suit your business needs.  

One-On-One Training Package can include, but not limited to:

  • Review the XERO settings for your business

  • Chart of Accounts

  • Bank feeds

  • Sales and Purchase

  • Receipting sales income

  • Recording expenses

  • Payroll set up

  • Processing pay runs and leave

  • Standard Financial Reports

Training Information:

Our training sessions are usually broken down into 1 or 2 sessions.  Longer durations are available, though our experience has shown with one-on-one sessions, we cover quite a lot of ground in a short period of time.

If available, we prefer to use your actual documentation as the basis for your training and review your actual business requirements to ensure the areas we cover are specifically related to your business.