Xero Support & Training
There’s so much Xero can do for your business when you fully understand how it works
Are you ready to switch to Xero cloud accounting software?
Xero will transform the way you manage your accounts. It saves you time, gives you flexibility and also reduces the need for endless paper printouts.
As a Xero certified advisor, rest assured that your Xero software will be installed and Set Up so that you can hit the ground running.
Are you already using Xero but have fallen behind and need some help?
If Xero is neglected, it can become a bit muddled and messy, and that’s not what you want. You want cloud accounting software that keeps you informed with accurate data.
I can complete a Xero Health Check to find out where the issues lie and make recommendations for what you need to do to get Xero back up and running accurately again.
Have you identified a problem in Xero and now need help sorting it out?
I can provide you with bespoke Xero training to show you how to fix any issues you have and help you use it to its full potential, helping you get the most for your money.
You can also ask me to do a complete Xero Clean Up. I’ll fix the problems that the Xero Health Check highlighted and show you how to avoid those issues from arising again.
I’ll help you set up Xero for your business so you won’t have to watch endless training videos to learn how to do it yourself. For the best results, your Xero account needs to be tailored to your businesses needs and the information you want to get from it.
Basic Set-Up
Ideal for new businesses.
From £250 plus VAT
Company details set up
Chart of accounts tailored to your business
Bank account set up
Sales invoicing template and email set up
A customised dashboard to track key information
Hubdoc set up and integration
DIY Bookkeeping monthly checklist
1 hour of training
Premium Set-Up
Ideal for businesses who are already using accountancy software but would like to migrate to Xero.
Bespoke price
Includes everything in the basic package plus:
Review of current data and advice on whether this will need to be cleaned up prior to migration. You don’t want to move dirty data onto your new Xero account.
Data conversion from an existing system to Xero
Importing customer and supplier contact details
MTD set up via HMRC portal
Fixed Assets and depreciation rules set up
Bespoke training
3 months ongoing email support and Zoom support
1:1 training for £110 + VAT per hour
Whether you’re a complete novice or want to learn new tips and tricks, I provide bespoke Xero training packages.
Customised training tailored to your needs can include:
Understanding how Xero works
How to set up quotes, invoices and email templates
How to raise sales invoices
How to raise credit notes
How to use Xero for credit control
Understanding the month-end bookkeeping checks you must do
Learning how to complete reports
Using the bank reconciliation process
Producing a VAT return
Understanding the Chart of Accounts
Understanding the Profit & Loss report and Balance Sheet report
There’s so much Xero can do for your business when you fully understand how it works.
£250 plus VAT includes a video recording emailed to you of the findings and recommendations
If you’ve been using Xero for a while, it’s important to check it’s working for you. Just like you have an MOT each year, a Xero Health Check can identify any issues before they become costly problems.
Or, you may already be experiencing some issues with Xero. Are you seeing information you know is incorrect? Have you stopped logging in because it isn’t working for you? Again, it makes sense to have a Xero Health Check so you can discover what the problems are.
The health check covers a detailed review and feedback on the following:
How Xero, including payroll, has been set up
Reconciliation of bank accounts
Omissions or inconsistent postings in your profit and loss account
Accuracy of the balance sheet control accounts
Debtor and supplier balances for payment terms and how they might be affecting your cashflow
Correct coding of transactions
Chart of account set up
Conversion balances
Fixed assets record and depreciation
The problem has been found. What do you do next?.
After the health check has been carried out, you then decide if you want to action my recommendations. I offer training and support if you want to deal with the issues yourself, or I can carry out a Xero Clean Up and fix the problems for you.
Bespoke price dependant on Health Check report
Once I have completed the Xero Health Check, I’ll provide you with my recommendations, and you can hire me to fix them for you.
The types of areas that businesses generally need help with are:
Balance sheet reconciliation
Profit and loss account tidy up due to inconsistent postings
Dealing with bank reconciliation errors
Automatic invoice reminders set up
Salary journal postings corrected
VAT transactions review
Duplicate transactions removed
Purchase ledger reconciliation and tidy up.
Sales reconciliation and outstanding ones identified
When Xero goes wrong, these things can happen:
Your bank account isn’t reconciling
It’s showing you outstanding receipts and invoices you know have been paid
You’re unsure if sales invoices have been paid
The VAT return doesn’t make sense
If you’re finding yourself having to correct more and more mistakes and are unsure if you are doing things correctly, let me help.