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Professional Xero Training

1 : 1 Xero Training – Duration 4 hours over 2 sessions

Have you moved to Xero because your Accountant, Business Associate or Friend recommended it, but you’re a bit lost about how to use it? I provide personalised training to get you up and running. Yes, I can help you:

  • General site orientation
  • Understanding & Interpreting the Xero Dashboard
  • Security Settings and best practice
  • Setting up and managing contacts
  • Get your Bank Feeds
  • Understand Sales Invoicing
  • Enter Bills due for payment
  • Using quotes
  • Add Accounts to the Chart of Accounts, modify to suit your needs
  • Creating a budget
  • Managing staff expenses and reimbursements
  • Tracking your products and divisions
  • Hints and Tips to speed up Xero use
  • Customised to your own requirements, have your questions ready for me to help you
  • Xero add-ons—what is possible for your business?

What you need

The course runs over two sessions, with each session lasting two hours. We recommend you bring a laptop, as I will walk you through tasks and activities. I can come to you on-site at your business but we can also hold sessions at our office.

Note: Payment is required before training commences.

Professional Xero Training – Refresher

Xero Refresher

Duration: two hours

Already using Xero and not sure you are getting the best out of this great tool? I can help you improve your proficiency.  Xero Refresher takes a more in-depth look at some key bookkeeping functions to help you become more productive and efficient with your bookkeeping.

Here’s what you’ll learn

  • Best practice reconciling of bank transactions
  • Efficient processing of sales invoices
  • Efficient processing of bills
  • Reading reports to see how your business is performing
  • Hints and Tips to speed up Xero use

Note: Payment is required before training commences.

Business Staff Training

(Onsite Min. 2 Users)

If you are a small to medium sized business that has implemented Xero, but are yet to be using it to its full potential, then this is the ideal training for you! At your office or at an offsite location, you can confidently share your questions and data to achieve maximum benefits from the session.

Topics are customisable to meet your needs and but included in this training session are:

  • Understanding & Interpreting the Xero Dashboard
  • Review of Invoicing, Bills, Purchase Orders
  • Review of Bank Reconciliation functionality
  • Using Reporting and Budgeting to understand your business and make strategic decisions.
  • Xero add-ons—what is possible?
  • Expert hints and tips to save you time everyday.

By booking this training not only will you save your business so much time, you’ll also have the power to take control of your cash-flow and make quicker and more informed business decisions.

Note: Payment is required before training commences.

Recent Training Client Review

Leah Keown Business Services has proven to be an amazing help with our transition from MYOB to XERO. With a busy shop and workshop, as well as import and export of caravan parts and accessories, our small business is quite complex and there is lots to keep track of. Various things within Xero therefore needed adjusting to our needs in the first few weeks of using the new program. With Leah’s training and help all this was possible and we now understand how we can complete each task in XERO. This definitely makes everything much easier. Leah is extremely patient, competent, efficient and friendly- and the XERO training she offers is great! If you are looking at getting some support or training with XERO, then Leah is the person to go to. We can highly recommend her! THANKS HEAPS LEAH!

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