Fixed Fee Packages

Great for budgeting | Stress free | All inclusive | From $399 per month

Xero Training

Xero Training Sydney – One on One Xero Training and Xero Training Courses

We offer Xero training courses and One On One Xero Training by a Xero Gold Partner, Xero Expert & Ex Tafe teacher to suit your individual business accounting requirements and learning styles.

Have you tried setting up Xero yourself by following the on-line videos and Xero instructions and you are still not quite sure?

Sometimes, sitting down with a professional with real world bookkeeping experience who works with Xero is the best option.

We are local Sydney bookkeepers working remotely from our office in Belrose on Sydney’s Northern Beaches.

Our office is located in Belrose on Sydney’s Northern Beaches however we can assist using Zoom software to any suburb in the Sydney region.

Hands on One on One Xero Training

We prefer to offer one on one Xero training because we think it works best for you and it is the most practical being tailored specifically to your business accounting needs and your individual learning style.

  • One on one practical 2 hour Xero training session tailored to your specific small business bookkeeping requirements – from experience, this is the maximum time before you need a break. 
  • Payroll and Single Touch Payroll training should be booked in as a separate 2 hour session. Check out our Xero Payroll and STP Single Touch Payroll Training page for more information.
  • All Xero training is provided by a Xero Gold Partner, experienced small business bookkeeper and BAS agent who uses Xero everyday for many different businesses in many different industries
  • Your Xero trainer is a qualified ex tafe teacher who understands the different methods of training individuals
  • You receive a printed instruction manual for future reference
  • We provide ongoing email and telephone support
  • Book in for a quick follow up session if you need to
  • Completion certificate provided if required

Bring a friend or colleague

We allow up to two people to attend this Xero training session as sometimes it is preferable to bring a friend or colleague along.

  • Give us a call on 0423 879 056 or  email us via our contact page.

Our Qualifications

Xero Payroll Training Courses

Check out our Xero Payroll and STP Single Touch Payroll Training page for more information.

Virtual Xero Training

If it is inconvenient to travel to Belrose on Sydney’s Northern Beaches, we do offer virtual or online Xero training through Zoom.

Coralie Downie - Ex Tafe Teacher

Coralie Downie – Qualified Ex Tafe Teacher 

All of our Xero Training is provided by Coralie Downie, a very experienced and currently working qualified bookkeeper and an ex Tafe teacher who has a Cert IV in Training & Assessment.

She understands the needs of students and the different learning styles and tailors her training to the individual/s on the day.

Tailored Xero Training Courses

We prefer to offer one on one Xero training above because we think it works best for you and it is the most practical being tailored specifically to your business needs and your individual learning style.

We offer Xero accounting training courses

  • A four hour Xero training course for you and your staff – anymore time than this and the retention rate is quite low
  • Minimum numbers apply.
  • We can tailor the Xero training to your specific small business needs and staff numbers.
  • All Xero training is provided by a Xero Gold Partner, experienced bookkeeper and BAS agent who uses Xero everyday for many different businesses in many different industries
  • Your Xero trainer is a qualified ex tafe teacher who understands the different methods of training individuals
  • You receive printed instruction manuals for future reference
  • We provide ongoing email and telephone support with limitations
  • You can book in for a quick follow up session if needed
  • Completion certificates provided if required

Please contact us to discuss your individual requirements

  • Call now on 0423 879 056 or email us through our contact page

What does your Xero Training include:

Our Xero training is tailored to your specific accounting needs but may include:

  • an introduction to the back end setup of your Xero datafile including the organisational settings, financial settings, chart of accounts, etc – this forms part of our initial Xero setup which is usually the first step for new Xero users or if you have been using Xero for a while, it is included in our Xero Health Check
  • if you have been using Xero for a while, have your specific questions answered, we understand online videos and email support don’t always work
  • customise your invoice or quote to suit your business requirements
  • customise your default email templates to save yourself time and look professional
  • code off and reconcile your transactions coming in on the bank feed in Xero
  • set up bank rules for the bank feeds to save time on coding
  • accept credit card payments from your customers without a huge cost

Xero Accounting Course – The Basics of Accounting

As part of our Xero training courses and One on One Xero Training, we offer a free Xero Bookkeeping Course so you can learn the important aspects of accounting for Small Business.

  • keep track of who owes you money at any point in time so you can follow them up
  • learn what to do with all those receipts and bills you have accumulated over the years
  • keep track of who you owe money to at any point in time so you can understand your cashflow position
  • learn about your chart of accounts so you know what an asset or liability is and what it means to your business
  • learn about the importance of your Gross Profit
  • understand what a Profit & Loss statement is and the importance of this report to understand the health of your business
  • understand the importance of a Balance Sheet and knowing what it is actually telling you about your business

Ongoing Telephone & Email Support

We provide ongoing telephone & email support after your Xero training session or Xero training course with us. It is always good to have someone to ask a quick question when you get stuck.

Training Notes for Future Reference

We provide basic documentation and training notes on Xero and basic bookkeeping for easy reference.

Xero Training Course Certificate

We provide a course certificate if requested to recognise your new skills.