From first login to advanced reporting — we'll get your entire team working confidently in Xero, fast.
Xero is the most popular cloud accounting platform in the UK, but most practices use perhaps 30% of its capability — manually doing things Xero could automate, ignoring bank rules, and relying on spreadsheets for reporting Xero handles natively.
A team that truly understands bank reconciliation rules, tracking categories, report customisation, and Xero Practice Manager can process client work in a fraction of the time. Practices we've trained typically save 8–15 hours per week within the first month.
For team members new to Xero or transitioning from desktop software, we cover the dashboard, chart of accounts setup, bank feed connections, invoice creation, bill entry, bank reconciliation basics, and core reports. By the end, every participant can process day-to-day bookkeeping confidently.
Bank rules that auto-categorise transactions, tracking categories for departmental reporting, fixed asset management, built-in VAT returns with MTD submission, customised report packs, Xero-to-Xero connections for group structures, and the multi-currency module.
Dedicated training on XPM and Xero HQ — job management, time tracking, invoicing workflows, staff utilisation, WIP management, client dashboard, and health metrics that give you complete visibility over practice performance.
Employee onboarding, pay runs, pension auto-enrolment, RTI submissions to HMRC, P45s, P60s, student loan deductions, and year-end processes. For practices processing payroll for dozens of clients, proper training eliminates errors and dramatically reduces processing time.
We review your Xero setup — chart of accounts, bank connections, integrations, reporting templates — and assess each team member's proficiency level.
Modules pitched at the right level for each group. Beginners get foundations; experienced staff get advanced features and efficiency techniques.
Delivered live via screen-share or at your office using your actual Xero environment with anonymised data. Real scenarios, not textbook examples.
Custom cheat sheets, step-by-step guides, and recorded session highlights for easy reference.
Direct email access to our Xero trainers for 30 days after training to embed learning and prevent old habits from creeping back.
Slash processing time — practices typically save 8–15 hours per week after training
Eliminate manual errors — mispostings and reconciliation errors drop to near zero
Unlock features you're already paying for — tracking categories, multi-currency, practice manager
Boost team confidence and morale — competent staff are happier and more productive
30 days of post-training support to embed new skills
Book a free training needs call and we'll show you how much time your practice could save.
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