XERO TRAINING

Xero training – made to measure

You’re using Xero for the accounting in your business. But:

Are you making the best of Xero?
Is your accounting complete, up-to-date and efficient?
Are you getting the financial reports and insights your business needs?
You might need to make it work better because of Making Tax Digital

Has anyone shown you how to really use it?

Xero…

Is excellent accounting 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
Can be the foundation of Making Tax Digital
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 Xero is 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

A little bit of Xero training will make your accounting everything you want and need it to be!

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

Get ahead with Xero – made to measure!

Data entry – the building blocks of accounting

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

If there are data-entry apps that can make your accounting more efficient and accurate, we can explore those with you as well.

Example of topics we often cover in the Xero raining sessions 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
Accounting for and paying of bills
Accounting for 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 in Xero (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 and Making Tax Digital

Making Tax Digital is coming at you if you’re a private landlord or run a self-employed business.

If that’s you then the starting point is to set up a separate bank account and start to use accounting software for each of these activities.

Xero can be the accounting software part of that work.

Straight away, you link your new bank account to Xero and get going with the bookkeeping. Which is where we can help you with Xero training.

You get the immediate advantage that you know the financial performance of your business or your property – the information is at your fingertips.

Once you’re up and running with Xero, you keep up and running and your submissions to HMRC should be pretty straight forward.

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 training 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.

Blue Dot Consulting – accounting services

Most businesses we work with on Xero training already have an accountant, which is fine. We don’t want to get in the way of a relationship that’s working.

However, we often see that a large part of the reason the business owner needs some help is that their overall accounting is in a bit of a mess or they simply don’t understand what’s going on.

You’re here for the Xero training and let’s get that done. And if, afterwards, you feel a change of accountant might be a good thing then let’s talk.

“As an experienced Sage user of over 30 years I was anxious about using the cloud based Xero and its many automated functions. Michael’s straightforward, practical and tailor made approach was perfect for me and our business. With clear explanation and reasoning he was ready to answer any of my questions with calm reassurance at all times. Thank you Michael.“