Xero is an easy to use cloud based accounting package.
I am a Xero Certified Bronze Partner & offer a variety of coaching sessions / packages to suit your needs.
HealthCheck
Unsure if your Xero account is working correctly or looking right? Then it may be time to book a Xero HealthCheck:
Initial Consult to get a brief overview of your business and setup
Review of your organisation within Xero
Summary of recommendations
Implementation of the recommendations or a training session to enable your business to implement these
Ongoing support and training
Price on application
Newbie & Setup
Are you new to Xero? Whether you are just starting out as a company, sole trader or maybe you have been in business for some time and want to change over to Xero? then this package is for you:
Xero account setup
Customised training to suit your needs
Ongoing support
If applicable Xero conversion from previous software
Contact me to discuss your individual needs
Essentials for Business
This is a more comprehensive tailored package, carried out over multiple sessions. You will gain skills and knowledge to give you more confidence, save time and add value to your business. Here is what you will learn:
Using the Xero dashboard
Sales – invoicing, statements, reports, repeating invoices
Purchases / bills, entering bills, reports, processing batch or one-off payments, repeating bills
Setting up and managing contacts
Best practice reconciling of bank transactions
Filing GST correctly
Understanding your chart of accounts
Reading reports to see how your business is performing
Creating a budget
Understanding your settings, email templates, user access
Typically covered over 5 sessions (total up to 5 hours)
Complete Package: $595 + GST
Focus Session
This session is to cover anything you need help with, a topic of your choice. These are some areas it may include but not limited to:
Budgets
Reconciliation query
Understanding email templates
GST return query
Batch payments
Chart of accounts
Single 1hr session: $100 + GST
Quick 30
Stuck or unsure within your Xero programme? Do you just want a quick catch up or assistance in a certain area?
I can help via email or phone and get you back on track.
Single 30min session: $60 + GST
Customised package
Need a little longer than an hour session?
Or you don’t need an entire Essentials for Business package?
Let me know your requirements and I can customise a training package to suit your needs.