Xero

Xero Training

Xero Training

Whatever your knowledge or experience of Xero, we’ll tailor the training to suit your needs.

If you’re a new user, we’ll make sure that we get you off to a flying start and get you all set to experience the full efficiencies of Xero. You’ll be working faster and smarter before you can say “I love Xero”.

Our customised Xero Training by our smart and savvy Xero gurus can be held in-house or remotely and cost $275 (incl GST) for a two-hour session. Book your session using the form below.

BEGINNERS


Get Started

  • Using the Xero Dashboard
  • Bank accounts, bank feeds/importing transactions
  • Bank reconciliations
  • Debtors
  • Creditors
  • Contacts – setting up and importing
  • Standard reports including GST

INTERMEDIATE


Get Started

  • Spend/receive money
  • Part payments
  • Transfers
  • Bank not balancing
  • Paid incorrect invoice
  • When to approve invoices and expenses
  • Repeating tasks
  • Publishing reports
  • Security settings
  • Locking periods
  • Credit notes

ADVANCED

Get Started

  • Expense claims
  • Report customisation
  • Contacts – merging, grouping, importing, correcting
  • Price list
  • Chart of accounts adding / changing information
  • Organisation information / financial / Invoice setting options
  • Tracking – setup and reporting
  • Fixed assets
  • Foreign currency
  • Budgets

We’ll Help You Reach The Top

Our holistic approach to how we do business means we don’t just work on a ‘need-to-do’ basis. Instead, we’re on it all year round, offering fixed fee monthly accounting packages from our Perth office.

Ground Floor

For businesses needing a
kick-start to success

  • Xero Subscription ($50/mth)
  • Email & Phone Support
  • Financial Statements
  • Annual Tax Return
  • Company Administration
  • Tax Planning

Get Started

On The Rise

For businesses focused
on growth

  • Xero Subscription ($50/mth)
  • Email & Phone Support
  • Financial Statements
  • Annual Tax Return
  • Company Administration
  • Tax Planning
  • Planning Session (Future Planning)

Get Started

High Rise

For high-performing
businesses

  • Xero Subscription ($50/mth)
  • Email & Phone Support
  • Financial Statements
  • Annual Tax Return
  • Company Administration
  • Tax Planning
  • Planning Session (Future Planning)
  • Accountability Program

Get Started

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