Manage Your Own Accounts With Xero

You can save yourself time and money by doing your own business books online – the simple way.

Its simple and easy to do and we’ll show you how.

You’ll know how to use Xero, how to submit VAT Returns, how to reconcile your Bank Accounts, raise branded invoices, produce balance sheets, run payroll … and so much more.

You can benefit from either Basic or Advanced training (details of both are below) and prices start at £99 per session.

You’ll have a personal 1-2-1 session, carried out via Skype, with Wayne, our Xero Guru and Specialist. Plus you’ll receive a whole month of support after your session so once you start using Xero you can come back and ask us any questions.

To book your session just contact Cathy or Wayne on
01264 314220 or email

Basic Training Covers:

  • Dashboard overview
    – how to really understand your numbers at a glance
  • Create sales and purchase invoices
    – all beautifully branded
  • Aged Payables & Receivables
  • Bank Reconciliation
  • VAT check and submission
  • Chart of Account use
  • Profit & Loss, Balance Sheet reports
  • Organisation & Financial settings
  • Help centre

Advanced Training Covers:

  • Dashboard overview and features
  • Create sales, purchase invoices, repeating, credit notes
  • Items
  • Personal expenses
  • Inventory
  • Fixed Assets
  • Budgeting
  • Aged Payables & Receivables analysis
  • VAT check and submission
  • Contacts bespoke settings
  • Contact statements
  • Smart lists
  • Chart of Account, create, archive, delete
  • Management reports
  • Tracking
  • General Settings insights
  • Bank Reconciliation
  • Xero files
  • Help Centre
Close Menu