Are you looking at signing up for Xero software as your friends are already using it and have told you how good it is or have you already signed up for the 30 day free trial version and taken one look at it and decided you need some help? Online video assistance doesn’t always work for everyone?
We complete the initial Xero datafile setup in our office in Belrose with information provided by you during the setup process. There is not a lot of hands on practical training during this initial setup phase however you will learn about all the back end sections of Xero so you know where to go back to if you need to. We do show you the basics of Xero to get you started and then we generally see you in a couple of weeks for a follow up visit where we discuss how you have been going and answer any of your questions you may have. We are always available for a quick question via email or telephone should you need it. We also offer a one off service now called Xero Health Check to check on your Xero Setup if you are not sure it has been setup right in the first instance.
One on one Xero Training & Assistance
- We offer one on one Xero training & assistance in our office in Belrose, Sydney.
- We do not offer any one day courses anymore as we found these were not practical.
- Xero is a practical program that is best learnt by using it for your own business.
- We can arrange a time and day that suits you.
- We also offer Xero training to individuals who may have been using another program for many years and now wish to learn Xero.
- We tailor our training to your individual needs and requirements.
MYOB to Xero Conversions
We can convert your current MYOB datafile over to Xero. It usually only takes a couple of days and you can still keep one year of your history plus all of your contacts, etc. You can be using your accounts again in no time, after a little training on Xero of course.
Quickbooks to Xero Conversions
We can convert your current Quickbooks datafile over to Xero or set you up a new Xero datafile with opening balances and comparative figures.
Xero pricing is based on the number of employees you currently have starting at $50 per month including GST, for more information please visit www.xero.com or give us a call.
If you look at the price per month, consider the fact that the cost may only be one hour of your time each month if that and you will be amazed at how many hours you will save. We don’t work on a commission basis with Xero, we just like the program so much we want you to take advantage of the new technology to save yourself time and energy.
Xero is a good software program but only if it is setup correctly from the beginning with your organisation settings, email settings, invoice settings and bank rules specifically designed for your business. We now offer a one off Xero Health Check if you would like to make sure your Xero software has been setup correctly.
Please give us a call to discuss your options.
We are Gold Certified Xero Partners & Advisors plus Xero Champions which means we have completed extra training and have quite a number of clients currently using Xero where we either manage their accounts or just assist them when necessary.
We actually love it when our customers tell us they no longer need us to code their accounts or prepare and lodge their BAS as it means we have trained them well and they are confident doing it all themselves, they may give us a call or email us now and again which they know they can do but basically they do it on their own as it doesn’t take that long anymore because Xero is so user friendly and time saving.
How can we assist you?
- Setting up Xero correctly in the first place so it is easier to use.
- Did you sign up for the free trial and then realise it all looked a bit overwhelming?
- We can show you how to use it so it saves you time and effort and let you get back to more important things.
- Raise invoices in the system, email them out and keep track of who has paid you easily.
- See when someone has opened the invoice.
- Send out automatic reminders on a 7,14 or 21 day or other basis, there is nothing better than getting an email from a client saying they are sorry they overlooked your invoice and they have just paid and you haven’t actually had to do anything yourself to get this great response.
- Input bills or supplier invoices into the system and make batch payments so you only need to upload one file to the bank and it will distribute all of your payments for you plus send out remittance advices at the same time.
- Code and reconcile all of your transactions on a timely basis quickly once you have some bank rules setup to take advantage of the automatic feeds coming in from your bank overnight.
- Or, if you need to code all of your transactions for last year’s accounts, we can do that fairly quickly by using cash coding. Don’t spend time entering all of your transactions for last year yourself, you may have a better and more efficient option available depending on which bank you are with.
Xero is a practical program that is best learnt by using it for your own business.