Xero training

Xero training – made to measure

You’re using Xero in your business. But…

 

Has anyone shown you how to really use it?

Why choose Xero?

  • Is excellent software that helps you grow your profits and manage the financial side of your business
  • Provides information at your fingertips
  • Raises sales invoices automatically or whenever you’re ready
  • Is available to all users on all devices
  • Links to your bank, your accountant, HMRC
  • Links to other apps if you need it to be
  • Is paper-free

But what if:

  • It’s not yet doing everything you need it to
  • You don’t quite understand the information it’s producing
  • Some data is being entered incorrectly, or not at all (Garbage in – Garbage out)
  • You feel like the guy who told us “I stopped doing my books when I realised I was making them worse!”
  • Your accountants sold you the dream, they set it up but they didn’t really understand it

 

📽️ Are you getting the most out of Xero?

Data entry

We run half-day sessions, one to one, where we work with you to process your transactions in Xero. Then we look at your processes and workflows to see if they can be more efficient.

If there are data-entry apps that can help, we can explore those with you as well.

Example of topics we often cover are:

  • Work with your chart of accounts
  • Set up and maintain your Customer and Supplier accounts
  • Create invoices and statements – credit control
  • Manage money received
  • Deal with the entering and paying of bills
  • Process other bank payments and receipts and petty cash
  • View information on basic accounts reports
  • Learn how to keep track of your company’s VAT
  • Prepare a VAT return using Xero

Testimonial

“I was a little apprehensive about working with a new accountant but I didn’t need to worry – I have found their approach to be friendly, genuine and they go above & beyond to help.”

“I can wholeheartedly and highly recommend Michael and his team at Blue Dot as an exceptional accounting firm. They put my mind at rest knowing I am in excellent hands.”

Emma, MD

How does our Xero training work?

The starting point is a half-day training session which costs £350 plus VAT. This can be at your business or our office. If further sessions are required then we can agree them as we go.

The training works better at your place of business because we can easily access any financial information we need. But, we can easily swap to our offices just next to Putney Bridge tube station.

We also work with you if you need some ad hoc support – we’re happy to run short sessions on Teams / Zoom to help you get the best from Xero.

Sounds like what you’re looking for? Call Michael Austin on 020 7125 0270 or email info@bluedotconsulting.co.uk and we can go from there.

Let’s have a chat