Are you completely new to XERO and not sure where to start?

Want to learn or setup XERO accounting software but don’t have time to attend a course that doesn’t fit in with the hours you have free?

We offer one on one XERO training in our offices in Belrose on Sydney’s Northern Beaches or if you have time, we are now offering a monthly one day XERO training course in our new Sydney training venue.

Have you been using XERO for a while but think you could be using it better?

Have you just set up your first small business and want all your accounts in order from the beginning?

Do you want your books brought up to date so you can then use XERO to input your new data?

Want to prepare and lodge your own BAS but want to make sure you are doing it right? Learn how to run the right reports from XERO and confirm the figures to enter into your BAS.

We are Silver Xero Certified Consultants and Xero Champions, very experienced and qualified BAS Agents.

Coralie Downie is a qualified and experienced Trainer and ex Tafe Teacher with a Cert IV in Training & Assessment.

Our aim is to show small business owners, bookkeepers and anyone else interested in Xero the benefits and time saving options that are available in this exciting new online accounting software.

We have been using XERO accounting software for many years for a variety of different businesses so we have a good understanding of what you need as a small business and we definitely know our way around Xero.

We can assist you in 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. We can show you how to:

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.

We offer one on one Xero help, training and assistance at a time convenient to you, at your office or ours, or you can join us for our one day training course run every month on the first Thursday of the month if we get the numbers. We have actually found that there is more demand for one on one training because that way we can deal specifically with individual business’ accounts, it is more relevant and hands on. Xero is a practical program that is best learnt by using it for your own business.