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Training

Never worked with Xero? No worries. You can get acquainted at one of our training sessions.

We got hooked on Xero years ago and believe it’s the best accounting software for small businesses on the market. One, two, three, click — and you can manage all your finances from the cloud, wherever you are. Once you’re set up, you choose: We can teach you everything you need to know to run your books yourself. Or you let us do it. Magic.

Check out our training packages below.

  • Xero Basics

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    $365

    includes two months free access to our 0800 XERO HELP support line.

    includes two months free access to our 0800 XERO HELP support line.

    This 2 hour training course covers:

    • Bank Reconciliation
    • Purchases
    • Sales
    • Basic Reporting
    • Security & Audit

    We can provide this session one on one or for a maximum of 3 people from the same company. Larger groups can be accommodated but call us for a price.

  • Xero Best Practice

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    $750

    includes two months free access to our 0800 XERO HELP support line.

    includes two months free access to our 0800 XERO HELP support line.

    This course is designed for one on one training to teach the basics of bookkeeping in business based on our years of experience. This can be valuable to a new business or also for a business that needs to take the next step in best practice bookkeeping.

    The training is split into 2 x two hour sessions.

    Session 1: Bookkeeping Basics

    • GST treatment
    • Claimables
    • Handling Overpayments
    • Dealing with Loans
    • Handling order deposits
    • Digital document storage and process efficiency
    • Add Ons: Hubdoc, Receiptbank, ApprovalMax, Xero Projects (Xero has 700+ add on apps available!)

    Session 2: End of Month

    • Month End Procedures
    • Review/refresh of the first session
  • Xero Advanced Reporting

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    $375

    includes two months free access to our 0800 XERO HELP support line.

    includes two months free access to our 0800 XERO HELP support line.

    This 2 hour, one on one training focuses on customising your Xero reports (eg. using tracking codes etc) relative to your business needs and financial KPIs.

    We will also give you an intro to Spotlight Reporting if your business could benefit from more advanced tools and graphical reports than offered within the standard Xero reports.

All prices excluding GST