Xero Bespoke Training
Online Live Training
Online live training is available for participants all over the world. The training is conducted via Zoom
Classroom Training
Our Xero classroom training is available weekly in London, Surrey & Berkshire.
Onsite Training
Onsite training is available at your premises, no matter where you are in the UK. We will come to you and provide training at your convenience.
1 to 1 Training
One to one training sessions are available with our Certified Xero Advisor and Accountant. You will be able to ask questions and get personalized help with using Xero.
Group Training
The Xero Group training is available for businesses both at their premises and online live via zoom.
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Xero Bespoke Training Session
Our Bespoke training sessions are designed to help you and your business make the most of Xero software. Through this training, we will provide you with all of the necessary tools and knowledge needed for using Xero efficiently and effectively. Say goodbye to spending hours looking up tutorials online – let us help you get started today!
You will be provided with a bespoke training session, tailored to the needs of your business, delivered by certified Xero Advisors who use this system on a daily basis. This practical and hands-on approach ensures that you can learn the skills necessary for success in an effective way.
our Bespoke service will tailor each session around your specific needs, meaning questions can be answered accurately as we go along at a pace that’s comfortable for everyone involved.
We are happy to provide our services whenever it is convenient for you, be that over Zoom or at your premises.
Get in touch now to request your bespoke Xero training and take the first step to improve your business performance.
Who is this training for?
This training course is made for individuals and businesses who would like to learn more about the features of Xero in a bespoke training session. This also includes those who are new to Xero and need some help getting up and running.
- This training is perfect for Business owners who want to confidently manage their finances and take control of their accounting.
- Accountants who are looking to upskill their Xero knowledge and use the system to its full potential will benefit from our bespoke training.
- Existing Xero users who need a refresher or assistance with bespoke requirements will find our training highly valuable.
- Employees who need to understand how to use Xero for their workplace will gain the necessary skills through our bespoke training.
- Trainers who want to become certified Xero advisors and get up to date with the system will find our bespoke training invaluable
What is included in this training course?
Our bespoke training is designed to meet your exact needs and objectives. Before we begin, we’ll send you a all the course units to help us identify the most relevant topics for your session. Topics we cover can include:
- Set up Business details using separate VAT schemes
- Understating the conversion date
- Enter conversion balance set up
- Creating tracking category or cost centre
- Understanding Charts of Accounts
- Adding, Editing and deleting Charts of Accounts
- Understanding Inventory and Creating an Inventory Items
- Repeat journals
- Manage debtor (Auto reminder set up)
- Adding payment gateway in Xero (PayPal, Stripes, and Worldpay etc.)
- Financial controls- lock dates, audit report, journals
- Post wages and PAYE
- Import Bank statement
- Set up bank rule
- Multicurrency Bank reconciliation
- Delete bank statements
- Creating a contact group and Merge contacts in Xero
- Repeat invoices and expense claims
- Management reports
- Fixed asset registers and depreciation rule setup
- Accounting for prepayment and accruals
- Contra trade debtors and creditors
- Intercompany reconciliation
- Detailed Management reports
- Supplier payment run
- And many more….
How We Approach
Discovery Call
Receive a Bespoke Plan
Let Us Do the Work
Get Training & Support
What can you expect once the course has been completed?
- Increased confidence and understanding of how to use Xero
- The ability to easily set up, manage and monitor your finances using Xero
- Streamlined processes, resulting in savings of time and money
- Improved accuracy with bank reconciliation and financial reports
- Increased efficiency when managing invoices, expenses and payroll
- Comprehensive support and guidance provided by certified Xero Advisors
Other Xero training courses
Xero Accounting Advanced Training
This course will cover advanced features such as creating bank rules, fixed asset register, accrual and prepayment.
Xero Payroll Training
The training will help you stay up-to-date on the latest changes in payroll rules and regulations
Xero Training for Business owners
With this training, business owners will be able to take control of their finances and run their businesses more efficiently.
Xero Basic Accounting Training
This course is ideal for those who are new to Xero and wish to learn the basics of accounting with Xero.