Services

Targeted training to fill the gaps in your Xero knowledge. Prepared to master the art?

We believe Xero is the best accounting solution for small businesses on the market. No matter where you’re at, this software has the capability and flexibility to support your business.

To ensure you have the best experience with Xero, we offer services that help you become a pro. Whether it’s fixing things up, understanding a small feature, or learning the entire system; our team can assist with all aspects of Xero’s software.

Choose from our popular services below, or get in touch to book a customised session targeted at your areas of interest.

Apps We Love

Xero Basics

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.

Contact Us →

From

$365

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

Contact Us →
Xero Best Practice

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
Contact Us →

From

$750

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

Xero Advanced Reporting

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.

Contact Us →

From

$375

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