XERO training and setup

We’re a Xero certified advisor and proud to be a Gold partner.

We offer tailored, one-on-one training and can guide you through the software at the level you are at.  All our training is provided online, or for Auckland-based businesses can be held onsite.

XERO NEWBIE

If you’re new to Xero this is the perfect session to start you off.

We’ll explain the settings area and user access and take you through contact management, invoicing, payables and reconciling bank transactions.

Cost is $150 + gst for one hour

XERO END OF MONTH

The best session to learn Xero End of Month best practice.

We’ll take you through bank reconciliation, how to manage your receivables and payables, profit and loss and balance sheet review and GST preparation.

Cost is $150 + gst per hour

XERO FREEFLOW

A tailor made session to cover anything you need help with not covered in our other sessions.

Some items we typically get asked to cover is Fixed Asset register training, Chart of Accounts review,  custom reporting and tracking options.

Cost is $150 + gst for one hour

XERO ONSITE

If you’re in the Auckland area we’ll come to you and provide training on your Xero file.

Cost is $150 + gst per hour (minimum 90 minutes – average time 2-3 hrs) plus travel $50-$80 + gst (dependent on location).