Xero Training Solutions

If you’re an employee, manager, small business owner, bookkeeper or accountant keen to learn Xero (the cloud accounting and bookkeeping software), you’ve come to the right place. I want to help turn Xero into a productivity engine for your business and empower you.

I provide a variety of training options to suit your learning style and budget. I’m highly skilled at explaining how to use Xero, and can help you understand your numbers and access insights to drive your business further.

I teach the core fundamentals and, from there, can then provide extra support in understanding specific areas. As an early adopter and certified experienced trainer, I’ve been empowering people in how to use and optimise Xero in their business for many years (I even wrote the book on it!).

If you’re thinking of moving from MYOB to Xero, I can help you plan the migration and support you in preparing your MYOB file for conversion to Xero.

I’m insightful, fast and highly skilled at explaining how to use Xero. Working with you, I can get you up and running on Xero quickly. I’ll help you make sure Xero’s set up correctly from the start – and you feel confident using it. I can assist with setting up features like the automated bank feeds, plus I can provide one-on-one online and email training and support. Once we’ve set you up, I move to the background and am available as and when you need me.

You can fast-track your Xero journey with personalised online, one-on-one Xero training. This is the ideal solution if you want to tap in on specific guidance for your business’s needs. I connect with you via a secure remote connection, we both simultaneously see your computer screen, and either of us can operate the keyboard and the mouse. While you are in the comfort of your own office environment, we talk to one another (preferably via Skype) and I guide you through your Xero organisation, delivering training specific to your requirements. Accessing this sort of online support is super easy — even people who really struggle with computers have been able to successfully activate the remote connection on their computer and have benefited from the extra support.

If pre-arranged, the screen and audio for this session can even be recorded and provided to you via Dropbox (it’s a large file).

I can facilitate a presentation on using Xero for your staff or clients in your boardroom. I provide training material and lead the training, while you and your staff can be as involved as they like. This is a great way to both introduce Xero and upskill your own accounting clients.

If your learning style is to work through a book in your own time, Xero For Dummies, 3rd edition, is the perfect solution for you. It’s the definitive guide to Xero. Written by me and technically checked by Xero! You can read more about the book and buy your own copy here.

If you like learning via online videos, I suggest you start by watching the video ‘Introduction to Xero Accounting Solution’. Subscribe to my YouTube channel and work your way through the other Xero videos I have there. If you need to perform Australian payroll, you can check out the comprehensive two-hour Australian Xero Payroll video. Keep in mind that Xero is online, so some updates may have been implemented since I recorded these videos. It’s like learning to drive a car – the features may change (from, say, cassette deck to MP3 player), but the core aspects of driving are essentially still there. Watching these videos will also help you understand how I train and, if you need some personalised Xero training, you can book an online session with me.