Xero training for your business

Learn how to use Xero so it does what your business needs it to do.

Xero training – made to measure

Xero is all about the information you can get out of it – information that helps you make better decisions and improve profitability and cashflow.

Which means you need to get on top of two things:

Data entry – must be complete, efficient and accurate
Financial reports – must be accessible, understood and acted upon

Our Xero training uses your live data to ensure your transactions are being accounted for in a simple and useful way and we help you build the reports you need to understand and improve business performance.

What information do you need to run your business?

This question is the starting point.

Once we know what we’re aiming at, we can look at your financial transactions and help you to get them into Xero so they will feed into the reporting you need.

From creating your own invoices to processing suppliers’ bills and clearing the bank feed, we’ll show you how to manage and process your transactions to get the information you need.

What does success look like?

Data entry

All your transactions accounted for accurately, consistently and at the right time.

Reports and information

Access and share financial information across your business to improve performance and manage risks.

Financial control

Establish key financial controls over your bank accounts, margins, debtors and creditors.

Michael is very knowledgeable on all things Xero and as an accountant and business owner he also is extremely practical and “real world” focused.
The session with me was productive and informative. I highly recommend him.
Nick - Business Manager