info@bluedotconsulting.co.uk

Chartered Accountants & Business Advisers

XERO TRAINING

Xero training

Xero training – made to measure

You’re using Xero in your business. But:

  • Are you making the best of Xero?
  • Is data entry complete, up-to-date and efficient?
  • Are you getting the financial reports and insights your business needs?

Has anyone shown you how to really use it?

Xero training

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:

Xero training

Xero should fit your business like a glove and we can help tailor it.

Get ahead with Xero – made to measure!


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

Reports and information

We also set up the key reports you should be using (e.g. P&L, balance sheet, debtors and creditors) and review them with you, so you understand the insight they are offering.

Reviewing the reports also reveals whether your data entry is correct and complete – sunlight is the best disinfectant!

Xero Training Richmond, Fulaam

How does our Xero training work?

The starting point is a half-day training session which costs £300 plus VAT. This can be at your business or our office.

If further sessions are required then we can agree them as we go.

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.

Our office is next to Putney Bridge tube station. Ideal if so if you’re close by – Fulham, Hammersmith, Chelsea, Putney, Richmond – or further afield in Central or South West London.

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.

Xero Training Richmond, Fulaam

You might be interested in:

Build a useful Xero chart of accounts

Aged debtors report in Xero

Fine margins